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South Portland Office

707 Sable Oaks Drive

Suite 203
South Portland, ME 04106

Our Team

Cara Keller

Registered Client Service Associate

(207) 761-4733

Cara joined our team in June 2018 as a Registered 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...

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Carl F. Hanson CFP®

Partner/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).

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David Hanson


David Hanson of IIS Financial Services, specializes in retirement investing and financial recommendations for individuals and small businesses with offices in South Portland and Augusta, Maine. 

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Katrina James

Administrative and Marketing Assistant


Katrina recently joined our South Portland office with an extensive background in Customer Service and Marketing. Currently, she handles clients incoming requests and brings the exceptional client service skills and creative innovation...

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