Broker Check

Our Team

David Hanson

Financial Consultant

(207) 761-4733

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.

Read more

Carl F. Hanson CFP®

Investment Advisor Representative

(207) 761-4733

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

JLeigh Hamilton

Administrative Assistant

(207) 761-4733

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...

Read more

Megan Murrow

Group Retirement and Operations Coordinator


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...

Read more

Contact Us

Thank you! Oops!