Alan W. Miller
Branch Manager
Managing Principal
Phone: 207.275.6400
Email: Alan.miller@wfafinet.com
Alan provides comprehensive and personalized investment planning. If a working relationship is developed, he can work with you to help achieve your near term, long term and retirement goals.
Background and experience
For over forty years Alan has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Alan has dedicated his career to delivering the personalized investment planning services that his clients deserve.
Focus
Alan began his career as a Financial Advisor with Shearson Lehman American Express in Bangor, ME where he developed his fundamental investment knowledge. He joined A. G. Edwards & Sons, a predecessor firm of Wells Fargo Advisors, in December 1984. Where he has been able to build and grow his clientele and asset base. Alan’s practice has grown where he now takes a team approach in providing personalized financial advice for individuals, families and businesses.
Alan was raised in Boothbay, ME where many in his family still reside. He earned his bachelor’s degree at Husson University. After college, he settled in Bangor and years later still loves all the city and area has to offer.
Away from the office
Alan spends his free time with his wife, Donna, RN, three adult children and four active grandsons. Alan stays busy whether it’s working out at the gym or flying his single engine airplane. Alan is a private pilot and especially enjoys teaching others to fly. He earned his Certified Flight Instructor certificate in May 2014.
Background and experience
For over forty years Alan has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Alan has dedicated his career to delivering the personalized investment planning services that his clients deserve.
Focus
Alan began his career as a Financial Advisor with Shearson Lehman American Express in Bangor, ME where he developed his fundamental investment knowledge. He joined A. G. Edwards & Sons, a predecessor firm of Wells Fargo Advisors, in December 1984. Where he has been able to build and grow his clientele and asset base. Alan’s practice has grown where he now takes a team approach in providing personalized financial advice for individuals, families and businesses.
Alan was raised in Boothbay, ME where many in his family still reside. He earned his bachelor’s degree at Husson University. After college, he settled in Bangor and years later still loves all the city and area has to offer.
Away from the office
Alan spends his free time with his wife, Donna, RN, three adult children and four active grandsons. Alan stays busy whether it’s working out at the gym or flying his single engine airplane. Alan is a private pilot and especially enjoys teaching others to fly. He earned his Certified Flight Instructor certificate in May 2014.
Scott Clark
Senior Financial Advisor
Managing Principal
Phone: 207.275.6500
Email: Scott.clark@wfafinet.com
Focus
With over 20 years of experience, I build lifetime professional relationships with clients, knowing each individual and family has a unique vision for their future. This goes beyond just the financial numbers, to understanding their values, knowing what is most important to them, and the worries that keep them up at night. This allows me to create a plan to address client needs comprehensively.
Background and experience
I began my financial services as a Financial Advisor with A.G. Edwards & Sons in 2003’ which was acquired by Wells Fargo Advisors. My experience has taught me the importance of learning about each client personally, to be able to forge those valued, deep relationships. It also allowed me to hone his organizational skills; to be sure every detail of the investment planning process is complete. I hold a bachelor’s degree of Science in Economics from the University of Maine 1994’.
Away from the office
I spend quality time with my wife, Tracey, an Ophthalmologist, and my two girls, Makayla & Emma. Much of my free time is spent at the family camp. In my downtime I enjoy various outdoor activities including fishing, boating and quiet Maine evenings.
With over 20 years of experience, I build lifetime professional relationships with clients, knowing each individual and family has a unique vision for their future. This goes beyond just the financial numbers, to understanding their values, knowing what is most important to them, and the worries that keep them up at night. This allows me to create a plan to address client needs comprehensively.
Background and experience
I began my financial services as a Financial Advisor with A.G. Edwards & Sons in 2003’ which was acquired by Wells Fargo Advisors. My experience has taught me the importance of learning about each client personally, to be able to forge those valued, deep relationships. It also allowed me to hone his organizational skills; to be sure every detail of the investment planning process is complete. I hold a bachelor’s degree of Science in Economics from the University of Maine 1994’.
Away from the office
I spend quality time with my wife, Tracey, an Ophthalmologist, and my two girls, Makayla & Emma. Much of my free time is spent at the family camp. In my downtime I enjoy various outdoor activities including fishing, boating and quiet Maine evenings.
Mario Thyer
Senior Financial Advisor
Managing Principal
Phone: 207.275.6300
Email: Mario.thyer@wfafinet.com
Focus
With over 25 years of experience in financial services, I provide comprehensive and personalized investment plans for my clients, with a strong focus on retirement planning and retirement income. I am fully invested in my clients, helping them achieve their long-term goals.
Background and experience
After two years at Fleet Bank, I began my career as a Financial Advisor with A.G. Edwards & Sons in 2000, a predecessor firm of Wells Fargo Advisors. I strongly believe my clients deserve an informed, educated and attentive financial advisor who provides timely, consistent and transparent services. In 2001, I earned my Accredited Asset Management Specialist designation from the College for Financial Planning. This designation reinforced my understanding of the capital markets, portfolio construction and effective asset allocation.
I earned a business Bachelor’s degree with a concentration in finance from the University of Maine, and was a member of the Black Bears Ice Hockey team. Bangor has been home to our family since 1995.
Away from office
I enjoy spending time with my family, wife Joanna, a professional photographer and children, Ben, Joey and Maggie. I also, enjoy the outdoors and spending summertime at the “family compound” camp. I like to stay active by playing ice hockey and getting away for a round of golf.
With over 25 years of experience in financial services, I provide comprehensive and personalized investment plans for my clients, with a strong focus on retirement planning and retirement income. I am fully invested in my clients, helping them achieve their long-term goals.
Background and experience
After two years at Fleet Bank, I began my career as a Financial Advisor with A.G. Edwards & Sons in 2000, a predecessor firm of Wells Fargo Advisors. I strongly believe my clients deserve an informed, educated and attentive financial advisor who provides timely, consistent and transparent services. In 2001, I earned my Accredited Asset Management Specialist designation from the College for Financial Planning. This designation reinforced my understanding of the capital markets, portfolio construction and effective asset allocation.
I earned a business Bachelor’s degree with a concentration in finance from the University of Maine, and was a member of the Black Bears Ice Hockey team. Bangor has been home to our family since 1995.
Away from office
I enjoy spending time with my family, wife Joanna, a professional photographer and children, Ben, Joey and Maggie. I also, enjoy the outdoors and spending summertime at the “family compound” camp. I like to stay active by playing ice hockey and getting away for a round of golf.
Christopher J. Shelton
Financial Advisor
First Vice President
Phone: 207.275.6700
Email: Christopher.Shelton@wfafinet.com
Focus
With over 10 years as a Financial Advisor, I help manage assets for individuals, families, trusts, retirement plans and businesses. My experience and thoughtful understanding of each client situation helps me build customized solutions for all my client’s unique goals.
Background and experience
I began my career as a Financial Advisor with Morgan Stanley in 2011 in Portland, ME. It was there I built my business and learned invaluable lessons on markets and managing clients’ objectives. In 2019 I was presented with an opportunity to work in a well-respected local Trust Department at First National Wealth Management. My time there was spent much like my previous role; managing individual clients and families but added on a new layer of experience which was managing endowments, trusts and local non-profits. This was a tremendous experience and a great opportunity to broaden my skillset, but ultimately, I was better suited to run my own book of business, which led me to Join Wells Fargo Advisors in 2022. Soon after joining Wells Fargo, my team and I decided to utilize the Wells Fargo Advisors Financial Network platform, which allows teams to take on a more independently run business approach. It is here we formed Pine Tree Wealth Management at Wells Fargo Advisors Financial Network, established May 2024.
I hold a bachelor’s degree in business finance from The University of Maine. I hold the Series 7, Series 65, Series 63 and life/health insurance licenses. In 2021, I found a passion for working with Trust and Estates, which led me to pursue and earn the Certified Trust & Financial Advisor™, or CTFA designation.
Away from office
While not working with clients, I enjoy golfing, home improvement projects, and skiing. I currently live in Ellsworth with my wonderful wife Courtney and our 3 children, Kellen, Kaden and McKinley.
With over 10 years as a Financial Advisor, I help manage assets for individuals, families, trusts, retirement plans and businesses. My experience and thoughtful understanding of each client situation helps me build customized solutions for all my client’s unique goals.
Background and experience
I began my career as a Financial Advisor with Morgan Stanley in 2011 in Portland, ME. It was there I built my business and learned invaluable lessons on markets and managing clients’ objectives. In 2019 I was presented with an opportunity to work in a well-respected local Trust Department at First National Wealth Management. My time there was spent much like my previous role; managing individual clients and families but added on a new layer of experience which was managing endowments, trusts and local non-profits. This was a tremendous experience and a great opportunity to broaden my skillset, but ultimately, I was better suited to run my own book of business, which led me to Join Wells Fargo Advisors in 2022. Soon after joining Wells Fargo, my team and I decided to utilize the Wells Fargo Advisors Financial Network platform, which allows teams to take on a more independently run business approach. It is here we formed Pine Tree Wealth Management at Wells Fargo Advisors Financial Network, established May 2024.
I hold a bachelor’s degree in business finance from The University of Maine. I hold the Series 7, Series 65, Series 63 and life/health insurance licenses. In 2021, I found a passion for working with Trust and Estates, which led me to pursue and earn the Certified Trust & Financial Advisor™, or CTFA designation.
Away from office
While not working with clients, I enjoy golfing, home improvement projects, and skiing. I currently live in Ellsworth with my wonderful wife Courtney and our 3 children, Kellen, Kaden and McKinley.
Angela J. Roach
Financial Advisor
Vice President
Phone: 207.275.6600
Email: Angela.roach@wfafinet.com
Focus
With over thirteen years experience in the financial services industry, I am dedicated to providing comprehensive investment planning to assist my clients with meeting their financial goals. If a working relationship is developed, I will work with you to help achieve your goals.
As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management strategies - delivered with the highest level of personal service and professional integrity.
I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals.
Background and experience
I started my career in financial services at Wells Fargo Advisors in November 2010. I initially worked as a Client Associate and transitioned to my current role of Financial Advisor in 2016. I earned my Bachelor’s degree in Social Work from the University of Maine. Prior to my career with Wells Fargo Advisors, I worked in the social work field for eight years. Away from the office, I enjoy traveling and spending time with my family and friends. I reside in Bangor, Maine with my husband David.
With over thirteen years experience in the financial services industry, I am dedicated to providing comprehensive investment planning to assist my clients with meeting their financial goals. If a working relationship is developed, I will work with you to help achieve your goals.
As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management strategies - delivered with the highest level of personal service and professional integrity.
I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals.
Background and experience
I started my career in financial services at Wells Fargo Advisors in November 2010. I initially worked as a Client Associate and transitioned to my current role of Financial Advisor in 2016. I earned my Bachelor’s degree in Social Work from the University of Maine. Prior to my career with Wells Fargo Advisors, I worked in the social work field for eight years. Away from the office, I enjoy traveling and spending time with my family and friends. I reside in Bangor, Maine with my husband David.
Brittany Snyder
Senior Client Associate
Phone: 207.275.6800
Email: Brittany.snyder@wfafinet.com
I started my career at Wells Fargo Advisors in October of 2018. As a brokerage client assistant my goal is to provide quality client service, along with handling administrative and operational tasks.
Prior to working at Wells Fargo Advisors/Pine Tree Wealth Management, I was an Ophthalmic Technician at an ophthalmology practice. I graduated from Husson University with a Master’s Degree in Occupational Therapy.
Outside of work I enjoy spending time with my daughter and watching her play sports, visiting with family, and kayaking.
Prior to working at Wells Fargo Advisors/Pine Tree Wealth Management, I was an Ophthalmic Technician at an ophthalmology practice. I graduated from Husson University with a Master’s Degree in Occupational Therapy.
Outside of work I enjoy spending time with my daughter and watching her play sports, visiting with family, and kayaking.