set up an appointment
When you are ready for personalized investment and fiduciary services from people you know and trust, contact AMG to set up an appointment that is convenient for you or speak with any Norway Savings Bank representative.
Phone: 207.482.7920 or 1.888.725.2207
meet the asset management team
Jennifer Cook, CTFA
Senior Vice President & Senior Trust Officer
Jennifer joined Norway Savings Bank in 2005 and has been working with trust and investment management clients for 25 years. Her area of expertise includes estate and financial planning for individuals and nonprofits. Jennifer graduated from the University of Maine with a Bachelor of Science in Marketing. She attended Cannon Financial Institute and graduated from the Personal Trust Program in 1996 and Personal Trust Graduate Program in 2008. Jennifer earned her designation as a Certified Trust and Financial Advisor (CTFA) in 1997. She is a past Board member of the Alzheimer’s Association of Maine and is currently serving on the Board of Trustees for Seventy-Five State Street as well as the Finance and Human Resource committees. She is also a member of the Maine Estate Planning Council.
Kurt C. Garascia, CTFA
Vice President & Senior Investment Officer
Kurt has worked in the investment industry since graduating from The Maine School of Business at the University of Maine. Kurt earned his designation as a Certified Financial Trust Advisor (CTFA), and joined Norway’s Asset Management Group in 2004. His role encompasses investment research, individual security selection, and the ongoing management of portfolios. Kurt is an active volunteer, working with the United States Tennis Association, The Casco Bay Watershed, and Brunswick Youth Baseball.
Brian J. Bernier, AIF & APMA®
Vice President & Investment Officer
Brian has been with Norway Savings Bank for 20 years serving in leadership positions where he has supported the growth of the bank throughout southern Maine. With over 24 years in banking, Brian is skilled at providing exceptional service to help clients achieve their financial goals. Brian graduated from the University of Southern Maine in 1995 with a Bachelor of Science in Business Administration and a minor in Economics. Brian also graduated from the New England School of Financial Studies in 2012 and earned his Accredited Investment Fiduciary designation in 2015, and his Accredited Portfolio Management Advisor designation in 2019. Brian is a member of the Maine Estate Planning Council, and he serves as the President for the Board of Directors of Port Resources in South Portland. In his spare time, Brian enjoys distance running, swimming and spending time outdoors with his family.
Jacob Ouellette, SIPC
Assistant Vice President & Investment Specialist
Jake joined Norway Savings Bank in the spring of 2014. He has 5 years of experience in the investment industry, and a true passion for customer service. Jake received his Bachelor of Arts degree from Saint Anselm College in Manchester, NH majoring in International Business, with a minor in Communications and Human Studies. During that time, Jake worked with several emerging market start-ups in Panama City, Panama. In 2016 Jacob earned his Sustainable Investment Professional Certification (SIPC) through Concordia University in Montreal, Quebec Canada. Jake is a member of the Maine Estate Planning Council and serves on the Board of Portland Wheelers, a nonprofit that provides outdoor adapted biking fun for people with disabilities, where he leads sponsorship and fundraising efforts. In his free time Jake enjoys volunteering his time as the head health and fitness coach at CrossFit Rising Tide in the Saco/ Biddeford community.
Mary Leavitt, CSOP, CTFA
Vice President & Senior Trust Officer
Mary has thirty years of experience in trust and fiduciary services. She began her career in Trust Operations before becoming a Trust Officer. She is a graduate of New England School of Banking Trust Division and holds an Associate Degree from Southern Maine Vocational Technical Institute. Mary earned her Certified Securities Operations Professional designation (CSOP) in 1998 and her Certified Trust and Financial Advisor (CTFA) designation in 2003. Mary is a member of the Maine Estate Planning Council, serves on the Maine Bankers Trust and Wealth Management Committee, and is a member of the Finance Committee for United Way of Androscoggin County.
Teri Lounder Bach, CFIRS
Assistant Vice President & Trust Officer
Teri has more than thirty years of experience in community banking. She began her career in Retail Bank Operations and served in a variety of leadership positions. In 2000, she joined a New England based consulting firm as a lead internal auditor where she specialized in trust administration, wealth management and operations. She attended Cannon Financial Institute and graduated from the Fiduciary Investment Risk Management Program, attended the Cannon Fiduciary and Investment Risk Management Graduate School and recently completed Trust School I & II. Teri is a member of the Maine Estate Planning Council. Teri lives on Lake Arrowhead in North Waterboro with her husband Tim and their two cats. They enjoy traveling and spending time with their children and grandchildren.
Michelle O. Wickham
Michelle joined Norway Savings Bank in the winter of 2011. She is originally from the Philippines. She graduated with high honors from the University of Southern Maine in 2016 with a Bachelor of Science degree, majoring in Accounting. She brings 5 years of retail banking experience and dedication in providing exceptional customer service.