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Our Team

David Hanson


(207) 761-4733

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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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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Bethany Sharbaugh

Office Administrator and Marketing Assistant



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...

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Cara Keller

Registered Client Service Associate


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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Zach Wielgoszinski

Employer Retirement Coordinator & Education Specialist



Zach Wielgoszinski is an Employer Retirement Coordinator & Education Specialist here at IIS Financial Services. He started in 2019 to help support our 401(k), 403(b) and 457 Employer Retirement Plan Clients. Zach is looking forward to...

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