Great Diamond Partners, LLC

Mark Doehla is a financial advisor with Great Diamond Partners, LLC in Stowe, VT, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes two years at H M Payson & Co and fifteen years at National Life Group. Great Diamond Partners serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses, offering portfolio management, financial planning, business transition planning, and fee-based insurance advisory services. The firm employs model allocations based on modern portfolio theory, technical and fundamental analysis, and long-term purchase strategies, utilizing third-party platforms to implement investment models and manage client portfolios.

Lisa Demers is a financial advisor at Great Diamond Partners, LLC in Portland, ME, with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, UBS Financial Services Inc., and Aries Wealth Management, LLC. Outside of her advisory role, she is also a notary. Great Diamond Partners serves individuals, pension and profit-sharing plans, charitable organizations, and closely held businesses by providing discretionary portfolio management, financial planning, and business transition planning. The firm employs a variety of investment strategies and leverages third-party platforms and managers to tailor portfolio allocations.

Andrew Scott is a CFP® with 13 years of experience in the financial services industry. He is currently with Great Diamond Partners, LLC and previously worked at UBS Financial Services and Purshe Kaplan Sterling Investments, Inc. In addition to his advisory role, he is a licensed insurance agent specializing in life and health insurance. Great Diamond Partners serves individuals, pension and profit-sharing plans, charitable organizations, and closely held businesses, providing discretionary portfolio management, financial planning, business transition planning, and fee-based insurance solutions. The firm employs a combination of fundamental and technical analysis, modern portfolio theory, and long-term purchase strategies, and uses third-party managers and model portfolios through a third-party platform.

Helen Andreoli is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Great Diamond Partners, LLC since 2019. Prior to joining Great Diamond Partners, she worked at UBS Financial Services Inc. from 2011 to 2019. Andreoli is also an independent licensed insurance agent in Portland, Maine. Great Diamond Partners serves individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and closely held businesses. The firm offers discretionary portfolio management, financial planning, business transition planning, and fee-based insurance solutions, utilizing a range of securities and tailored investment strategies.

Stephen Poulos is a financial advisor at Great Diamond Partners, LLC in Portland, ME, holding Series 63 and Series 65 designations with 15 years of industry experience. He previously worked at Headinvest for 15 years before joining Great Diamond Partners in 2025. Outside of advising, he is a limited partner in Cadenza, a music venue. Great Diamond Partners serves individuals, pension and profit-sharing plans, charitable organizations, and closely held businesses, providing discretionary portfolio management, financial planning, business transition planning, and fee-based insurance solutions. The firm utilizes model portfolios, third-party managed accounts, and a range of investment strategies including fundamental and technical analysis and modern portfolio theory.

Joseph Powers is a CFP® with 31 years of industry experience. He is currently with Great Diamond Partners, LLC, where he has worked since 2019. Prior to that, he was with UBS Financial Services from 2000 to 2019 and briefly with Purshe Kaplan Sterling Investments in 2019. He serves as Chair of the Finance Committee for The Catholic Foundation of Maine. Great Diamond Partners serves individuals, pension and profit-sharing plans, charitable organizations, and closely held businesses. The firm offers discretionary portfolio management, financial planning, business transition planning, and fee-based insurance solutions, utilizing a range of investment strategies and third-party managers.

John Piper is a financial advisor at Great Diamond Partners, LLC in Portland, ME, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services and Purshe Kaplan Sterling Investments. Outside of his advisory role, he provides fixed insurance advice to clients as a registered representative. Great Diamond Partners serves individuals, pension and profit-sharing plans, charitable organizations, and closely held businesses with discretionary portfolio management, financial planning, business transition planning, and fee-based insurance solutions. The firm uses a variety of investment strategies and third-party platforms to tailor client portfolios and offers stand-alone or bundled financial planning and business transition services.

Wyatt Andreoli is a financial advisor at Great Diamond Partners, LLC with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services LLC, Santander Securities LLC, and Mass Mutual. Great Diamond Partners serves a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and business transition planning, using a combination of modern portfolio theory, technical and fundamental analysis, and long-term purchase strategies.