Broker Check

Our Team

David Hanson

Partner

(207) 761-4733

dhanson@iisfinancial.com

David Hanson of IIS Financial Services, provides expertise in retirement and financial planning for individuals and small businesses with offices in South Portland and Augusta, Maine. 

Read more

Carl F. Hanson CFP®

Investment Advisor Representative

(207) 761-4733

chanson@iisfinancial.com

Carl Hanson of IIS Financial Services in Portland and Augusta, Maine is committed to the profession of financial planning and is a Certified Financial Planner (tm).

Read more

Bethany Sharbaugh

Administrative Assistant

207-761-4733

207-761-3956

bsharbaugh@iisfinancial.com

Bethany recently joined IIS Financial Services and is responsible of providing customer service, phone coverage and greeting each client who visits our office. She also acts as an office "generalist" by supporting all areas of the...

Read more

Cara Keller

Client Service Associate

207-761-4733

ckeller@iisfinancial.com

Cara recently joined our team in June 2018 as a Client Service Associate. She is primarily responsible for servicing individual accounts. She handles client inquiries, manages the on-boarding process of new accounts, and facilitates...

Read more

Contact Us

Name
Email
Phone
Message
Thank you! Oops!