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David A. Hanson
Carl F. Hanson, CFP®

South Portland: (207) 761-4733
Toll Free: (800) 640-8787
Augusta: (207) 623-8421

retire@iisfinancial.com

Team

 
David Hanson is a Managing Partner and co-founder of IIS Financial Services in Portland, Maine. David serves as a Financial Consultant working with clients to develop and implement solutions to address their financial planning needs.

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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).

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JLeigh joined IIS Financial in 2014 as an Administrative Assistant. JLeigh processes individual account applications, transfers and withdrawals. She maintains accounts, such as beneficiary and ownership changes and assists with online...

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Megan Murrow

Group Retirement and Operations Coordinator

207-761-4733

Megan recently joined our team in 2016 as the Group Retirement Plan and Operations Coordinator. She is responsible for servicing our group retirement plans with Mass Mutual and Lincoln (457b and 403b plans). This includes coordinating...

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