“To serve clients with passion, respect and honesty,” are the three tenets at the foundation of Downeast Financial. They were taught and ingrained into Lena-Jo Hartley by her late mentor and successor, Michael Poulin. Born and raised in Maine, Lena-Jo began her career at Downeast Financial Group after living and working in Boston for a number of years. She quickly worked her way up the ranks at Downeast and became the company’s top producer, and Michael Poulin’s right-hand woman.
As Lena-Jo puts it, “Michael’s body of work was extensive and I always wanted to carry on his tradition of unselfish service to clients and community.” Upon Michael’s untimely passing, Lena-Jo took over the company and since then, has successfully acquired two more Investacorp practices in the New Hampshire area. Both of these practices were sole proprietors who were searching for someone local, capable enough to handle their client base, and preferably affiliated with Investacorp. In a matter of months, Lena-Jo was able to successfully close both transactions, and as a result, her practice has grown significantly. Investacorp was an integral player in providing assistance to Lena-Jo upon Michael’s untimely death.