South Portland Office
707 Sable Oaks Drive
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...
Partner/Investment Advisor Representative
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).
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.
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...
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...