Case Studies Wealth Management

Greg Kushner – Lido Advisors LLC

The rich get richer, it’s said. After all, it takes money to make money. While that’s no given, there’s still an element of truth to those statements, Greg Kushner would acknowledge. Only that’s no casus belli for class warfare. For while it’s Kushner’s business to further enrich the rich, the affable, well-spoken founder of a […]

Tony McKim – First National Bank

In the era where the phrase “financial services” conjures up images of shadowy conglomerates, First National Bank is a refreshing reminder that banking can be local and community-minded. Headquartered in Damariscotta, Maine, First National Bank has been in town since 1864. More than 150 years later, it has 16 branches throughout Maine and over $1.5 […]

Carolyn Decker – Lake Street Advisors

Whether you’ve scrimped and saved or spent without worry, meeting with a financial advisor for the first time can be an intimidating experience, where even the savviest of minds feels lost amidst the lexicon of asset bases, dividends and deferral options. Never is this feeling keener than with one query especially: How does this person […]

Douglas M. Loudon – Loudon Investment Management

Douglas M. Loudon’s quarterly report to clients and friends (available on the firm’s website), attests that in addition to being an accomplished investment manager, he’s also a wordsmith, one capable of putting the complexities of finance in lay terms. But the founder of the small, but thriving, firm that bears his name in the quaint […]

Ryan Belanger – Claro Advisors

As origin stories go, launching a company at your own coffee table, to little fanfare beyond the well wishes of family and a small cohort of loyal clients, almost certainly sets you apart from other financial planners. But for Ryan Belanger and Claro Advisors, unassuming roots and skyward growth are by no means mutually exclusive. […]


My experience with the team at Vision was great. Their professional and courteous staff took every opportunity to make the production of our article a real pleasure. From the initial contact, through the interview and all the way into production, the process was easy and fun. On behalf of the members of Anza Electric, thank you for highlighting what we do here to make rural living and cooperative membership more valuable in our community and across the country.
– Kevin Short, General Manager, Anza Electric Cooperative Inc.


vol. I 2018



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