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Jean M. Deighan, JD, CFP®

Founder & Chief Executive Officer

Jean co-founded Deighan Wealth Advisors with Jenifer Wilson in 1994. She is a graduate of Tufts University, the University of Maine School of Law, and the ABA Graduate Trust School. Jean is also a Certified Financial Planner™ professional, a certification that requires a thorough understanding of the planning process as well as expertise in investment, retirement, tax, and estate evaluation. She has nearly four decades of professional investment experience and serves on the boards or committees of several nonprofit organizations. Jean is a member of our Investment Committee.

Jean’s day-to-day activities include working with clients, managing the firm’s strategic initiatives, and contributing to the firm’s investment process.

Jenifer L. Butler, CFA, CFP®

Co-Founder, President & Chief Investment Officer

Jenifer is a co-founder and partner of Deighan Wealth Advisors. She is a graduate of the University of Maine at Machias, a holder of the Chartered Financial Analyst® designation, and a Certified Financial Planner® professional. To become a CFA® charterholder, Jenifer had to pass a series of rigorous examinations demonstrating competency in securities valuation, financial statement analysis, economics, portfolio management, performance measurement, and ethics. As a CFP® professional, Jenifer has demonstrated a thorough understanding of investment, retirement, tax, and estate planning situations. She has more than 25 years of professional investment experience and serves on the boards or committees of several nonprofit organizations. Jenifer is the Chair of our Investment Committee.

Jenifer’s day-to-day activities include working with clients, managing the firm’s operational and compliance activities, and directing the firm’s investment process.

Lucie E. Estabrook, CTFA

Vice President & Chief Operating Officer

Lucie joined Deighan Wealth Advisors in 2010. She is a graduate of the National Academy for Paralegal Studies, and she has received a Trust Officer Certification from the American Bankers Association Graduate Trust School. Lucie is a Certified Trust and Financial Advisor (CTFA), meaning that she has demonstrated competency in the areas of financial planning, tax law, investment management, trust activities, and ethics. She has close to 20 years of investment, trust, and estate-related experience, and is currently enrolled in the Accounting program at Husson University. Lucie serves on the boards or committees of several nonprofit organizations. She is a member of our Investment Committee.

Lucie’s day-to-day activities include account administration, operations, working with clients, and contributing to the firm’s investment process.

Tyler D. Hoxie

Portfolio Administrator & Associate Analyst

Tyler joined Deighan Wealth Advisors in May of 2014. He is a graduate of the University of Maine where he received his Bachelor of Science degree in Business Administration with concentration in Finance and a Political Science Minor. While in school, Tyler was appointed and sponsored by Senator Olympia Snowe to represent Maine at the U.S. Senate Page School in Washington, DC, where he served as a Senate Page. Tyler was awarded the Investment Foundations Certificate in November of 2014 by the CFA Institute. Successful completion of the this program requires approximately 100 hours of self-study and passing an examination covering the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry. He is currently a Level III Candidate toward the Chartered Financial Analyst designation after successful completion of Levels I and II of the three-part CFA exam. He has been an active community volunteer and looks forward to additional opportunities to share his knowledge and skills

Tyler’s day-to-day activities include account administration, operations, advisor support, and contributing to the firm’s investment process. Tyler is a member of our Investment Committee.

Karen S. Mitchell, CAP

Office Manager

Karen joined Deighan Wealth Advisors in 1998. She is a graduate of the University of Maine where she received a Bachelors Degree in Horticulture. Her oversight of the maintenance of the gardens surrounding our building ensures that their year-round beauty is enjoyed by all. Karen is a Certified Administrative Professional and a member of the International Association of Administrative Professionals. The IAAP CAP is an assessment-based professional certification. By satisfying the requirements and passing a comprehensive exam, individuals demonstrate an established level of knowledge in the administrative professional field. Karen’s community involvement includes the Board of Directors of the Glenburn Recycling Committee.

Karen’s day-to-day activities include account administration, advisor support, and office management.

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