Paul Means joined his father at Means Wealth in 1972 and became President of the organization in 1981. Paul has headed Means’ investment and executive committees since 1981. As President and Chief Equity Strategist, he annually publishes a “what to watch” list of equities.
Zach is one of the primary wealth managers at Means Wealth. By listening closely to clients’ needs and executing personalized strategies, Zach maintains strong relationships built on trust and satisfaction. He also currently serves on the investment and executive committee.
Eric Baker is the newest addition to our growing team in South Carolina. A graduate of the University of South Carolina, Eric has over 15 years of experience working closely with business owners and providing technology-based solutions built…
Erin Barry comes to us from a local healthcare organization. We are grateful to have her aboard. Erin was born and raised in Presque Isle, Maine, and earned her Bachelor’s degree in Business Administration and Master’s degree in…
Hailing from Washington, D.C., Dave joined the Means Wealth family in 2006 as the Senior Options Principal. A member of the research committee since 2013, Dave manages relationships and provides personalized advice to families around the country.
Born in Bangor, Jackson has been local his entire life. Preceding his employment at Means in 2019, Jackson worked at the 101st Air Refueling Wing as a Traditional Guardsman; deploying to Guam, Qatar, and Afghanistan.
Susan Dietz, who brings more than 25 years of client service experience, joined the Means Wealth Management team in October 2016. As a former customer service supervisor and team lead in the Electric Utility industry, Susan brings a…
John has been a part of the Means Wealth team since 2001. John works with affluent clients and institutions, including nonprofits and quasi-municipalities, as an executive committee member.
Dawn earned her Bachelor’s degree in Business Administration from the University of Maine. Before joining the Means Wealth Management family in 2019, she spent over 20 years in the healthcare industry.
Wes joined the firm in 2015 after a long career in aviation. One of the firm’s lead options strategists, Wes has mitigated portfolio risk via equity and option strategies for over 30 years. He serves on the research and Investment committee.