Our Team

Stephens Wealth Management is a full service financial planning firm dedicated to providing financial strategies to address the concerns of individuals, families, and business owners.

Our team is committed to giving you a superior client experience.

Caleb Stephens

Investment Planner

(207) 680-0512


As a Wealth Planner with more than 10 years of experience, I assist clients with investment management, retirement planning, insurance strategies and estate/legacy planning. I am dedicated to understanding the goals and dreams of my...

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Kerry-Ann Stephens

Operations Manager

(207) 680-0512


As Operations Manager, Kerry-Ann oversees the daily workflow of Stephens Wealth Management. She is a liaison between our clients, Caleb, and the SWM team. Kerry-Ann brings an exceptional repertoire of experience, talent, and fine...

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Matthew Eaton, CFP®, CLU, ChFC

Director of Case Development


Matt Eaton has more than 40 years of financial industry experience. He helped develop a sophisticated retirement distribution and asset allocation model incorporated into one of the most recognized financial planning software programs....

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Andrew T. Doughty, CFP®, CIMA, CKA

Certified Financial Plannerâ„¢


Andrew Doughty brings more than 10 years of experience to his role as a Financial Planner for Stephens Wealth Management. He provides technical support and financial planning services to the firm. His experience includes positions as a...

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Deb Dussault

Virtual Assistant Manager


Deb Dussault has more than 20 years of experience supporting financial and investment planning firms. She performs a variety of administrative duties for our practice. Prior to her work in the financial industry, Deb was a senior...
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