Kennebunk Investment Services
Meet the Investment Services Team

Today's financial environment can be overwhelming. We are a professional Maine-based team with no proprietary relationships and we offer you a comprehensive approach to managing your money and flexible investment choices.

You can reach any member of our team by calling 207-985-8300 or toll-free at 877-848-9653. Please DO NOT place orders to buy or sell securities via e-mail or voice mail. In accordance with LPL policies and FINRA regulations, these and all other time-sensitive requests should be placed directly with your LPL Representative at 207-985-8300.

Paul Wolf, MS, CFP®, CLU, ChFC

President of Kennebunk Investment Services

Paul is president of Kennebunk Investment Services. He holds a Master's degree in Financial Planning from the College for Financial Planning in Denver, CO as well as the professional designations of CFP® (CERTIFIED FINANCIAL PLANNER™), CLU®(Chartered Life Underwriter) and ChFC®(Chartered Financial Consultant®. His areas of focus are investment management, retirement and estate planning and tax reduction strategies. Paul is a published author and a regular contributor to the Maine Lawyer's Review. He is a past president of Kennebunk Rotary, has served on the board of the York County United Way, and is a member of the Financial Literacy for Youth Committee.

Email: paul.wolf@lpl.com

John Gurski, MBA, CFP®

Vice President
Financial Consultant

John, a CERTIFIED FINANCIAL PLANNER™ professional (CFP®, Financial Consultant and Registered Representative with LPL Financial, joined Kennebunk Investment Services in 2003. He is a Kennebunkport resident, earned a BA from the University of Southern Maine and an MBA from Suffolk University in Boston, MA. His previous experience includes work as an investment consultant at McDonald Financial Group at Key Bank in Portland Maine as well as Vice President of JP Morgan Chase in Boston. He also worked for Scudder Investments in Boston. John holds FINRA Series 6,7,63 and 65 registrations with LPL Financial, in addition to Life and Health Insurance licenses. John is an active member of the Kennebunk Rotary and a Trustee for the Graves Memorial Public Library in Kennebunkport.

E-mail: john.gurski@lpl.com

Ryan Hale, CFP®

Vice President
Financial Consultant

For nearly a decade, Ryan, a CERTIFIED FINANCIAL PLANNER™ (CFP®) and registered representative with LPL Financial, has been working in the financial services industry. Ryan started his career in North Carolina with Wachovia Bank, N.A. as a branch manager and financial specialist before returning to New England and spending five years as a senior financial consultant and Assistant Vice President with Putnam Investments. Ryan holds his FINRA Series 6,7,63, and 65 registrations with LPL Financial, as well as Life and Health Insurance licenses. After growing up in Eliot, Maine, Ryan received his degree in Business Administration from the University of North Carolina at Chapel Hill.

E-mail: ryan.hale@lpl.com

Koriahn Quint

Assistant Vice President
LPL Registered Representative

Koriahn is the executive assistant to Paul Wolf, President of KIS. She supervises administrative support staff for the firm and helps ensure office compliance with FINRA and SEC regulations. Koriahn holds the FINRA Series 6 and 63 investment registrations with LPL Financial, in addition to her life and health insurance licenses. She provides customer service for select insurance and investment clients and is a notary public.

E-mail: koriahn.quint@lpl.com

Derek Simkowitz

Financial Services Representative
LPL Registered Representative

Derek Simkowitz provides support to Ryan Hale, CFP® for both new and current customers in the York office. Derek holds his FINRA Series 6 & 63 registrations with LPL Financial. A Saco resident, Derek attended the University of Maine and has previous experience from Ocean Communities Federal Credit Union, where he served as a Financial Services Associate.

E-mail: derek.simkowitz@lpl.com

Insurance and Investment Products are:
  • Not FDIC Insured
  • Not Bank Guaranteed
  • May Lose Value
  • Not a Deposit
  • Not Insured By Any Federal Government Agency

Insurance and Fixed Annuity products are offered by Kennebunk Savings Insurance, a subsidiary of Kennebunk Savings Bank.

Securities, Advisory Services and Insurance products are offered through LPL Financial and its affiliates, Member FINRA/SIPC. LPL Financial is a SEC Registered Investment Advisor. Kennebunk Savings Bank is not a registered broker/dealer and is not affiliated with LPL Financial.

Registered Representatives of LPL Financial whose identities and associations with Kennebunk Financial Services are disclosed on this site may only discuss or transact securities business with residents of the following states: CA, CO, CT, FL, IL, MA, MD, ME, MI, NC, NH, NY, VA, VI, VT.

LPL Financial is one of the nation's leading financial services companies and largest independent broker/dealer**. Headquartered in Boston, San Diego, and Charlotte, LPL Financial and its affiliates offer industry-leading technology, training, service, and unbiased research to approx. 12,489 financial advisors, 768 financial institutions, and over 4,000 institutional clearing and technology subscribers. LPL Financial has $259 billion in brokerage and advisory assets as of June 30, 2009.

**Based on total revenues, Financial Planning magazine, June 1996 - 2009

Log In to your Account

Secure

Customer Alert: regarding phony emails from the IRS and others, click here to learn more