Meet Our Team
Founder, Financial Planner
Operations & Executive Support
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After growing up in Michigan, I attended the University of Notre Dame, graduating with a degree in electrical engineering & earned an MBA from the University of Southern Maine where I most enjoyed my courses in investing and economics. I also have a certificate in Financial Planning from Northwestern University. As a CERTIFIED FINANCIAL PLANNER™, I hold the CFP® designation and the RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) designation from The American College of Financial Services. I have worked as a petroleum engineer and an integrated circuit designer. I also ran several businesses for large electronics companies as a Senior Director.
I enjoy the outdoors, hiking, kayaking, and gardening. I love to travel and experience new places, cultures and food. I play guitar not very well but enjoy it anyway. My wife and I live in Maine and enjoy frequent visits from our children and grandchildren.
I founded North Haven Financial in 2015. I am a member of the following professional organizations:
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Devon was born and raised in Maine and loves its woods and rocky coasts. He attended Merrimack College in North Andover Massachusetts, and graduated with a major in Organizational Communication and a double minor in Marketing and Social Justice. He developed experience in various corporate settings including Business to Business Marketing, Sales, Training and Development, and Operations and Analysis. He has a certificate in financial planning from Northwestern University and is currently a CFP® candidate.
Devon enjoys woodworking, and has a passion for the outdoors, traveling, books, film, good company, and anything that offers new experiences.
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Kaitlyn joined the North Haven Financial team in 2022 and serves as Operations and Executive Support. In this position, she manages administrative duties for the team as well as behind-the-scene operations, ensuring you the best experience possible when working with North Haven Financial. Kaitlyn approaches all aspects of the job with a positive mindset and helps the team manage the day-to-day activities of the firm.
She brings with her 10 years of administrative experience and a bachelor's degree in Communications from the University of Missouri.
Outside of work, Kaitlyn is a wife and mother to four young children, and a self-proclaimed foodie. -
Our Core Values
Fulfillment Comes from our Community
Building relationships between our clients, employees, and the community helps us to create a life of joy and meaning by empowering you with the tools & knowledge needed to achieve financial freedom.
Considerate Collaboration
We value treating each other with kindness while working together to encourage open communication and accountability. Treating each other with respect is fundamental to creating a collaborative environment and an enjoyable, enriching experience.
We Can Always Learn
We know we won’t always have all the answers right away. However, the opportunity to continue learning about your unique situations, goals, and ideas allows us to develop our knowledge while making our best effort with diligence and humility.
Life Takes Balance
We value balance between all areas of life, finding harmony between personal and professional. Striving to keep this balance among the things we love helps us give you the best service we can offer.
At our firm, we have your best interest in mind.
Our reasons for becoming financial professionals are deeply personal. Many friends and family asked for help mapping out their financial future. Some needed help when they were between jobs and under stress. Some just wanted a clear path to their retirement goals. We are confident that with our training as financial professionals, we can help you better prepare for the future you aspire to. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and most importantly implement those concepts to pursue their dreams. We feel a commitment to each of our clients.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world. We invite you to discover and experience our services and support. We believe that utilizing industry research from expert sources with diverse backgrounds, education, and experience has far-reaching benefits for our clients. We are committed to ongoing education and staying current on what works in financial planning and investing.
No single strategy fits everyone, which is why every client gets our focused attention—from planning to execution to follow-up. We take a proactive approach to help you develop a personal plan to achieve your financial goals so that you can have confidence in your financial future & live a life you love.