Joe Jabar

Cheryl Flewelling

Sam Tippet

David Veilleux

Kenneth Viens

In a continuing move to expand and diversify the financial services options for its customers and its market area, Mark L. Johnston, President & CEO of Kennebec Savings Bank (KSB) recently hired four new employees for Kennebec Wealth Management, a financial services company located in the Bank’s Waterville office; Cheryl Flewelling, Samuel Tippet, David Veilleux and Kenneth Viens. The firm, which is a branch office of LPL Financial, opened quietly in December 2008 with one advisor, Joseph M. Jabar, CFP ®, and 150 clients, will now be fully staffed to help meet the varying and long term financial planning needs of the Greater Kennebec Valley and beyond. “These new advisors and staff add exceptional depth and experience to the Kennebec Wealth Management team,” said Johnston. “We are confident that having these talented individuals on board will help work toward achieving our long term goal of having a premier financial services firm in our market area.”

Joseph M. Jabar, CFP® opened the doors of Kennebec Wealth Management as Senior Account Executive and Branch Manager in December 2008 and has been instrumental in attracting and recruiting the new team.  “Building this firm from the ground up is a real honor and has been extremely gratifying.” he said.  “I have worked with these individuals in the past and know them to be individuals and advisors of the highest caliber and competency and I feel that as a team, we will become the premier choice for clients in our market area for their financial planning needs.”

Jabar is a Waterville native, a Colby College graduate, and has served clients in the financial services industry since 1996.  Joe is a Certified Financial Planner (CFP®) and holds the Series 7, Series 63, and Series 66 registrations through LPL Financial.  Joe currently serves on the Board of Directors for The Alfond Youth Center, United Way of Mid-Maine, and the Holocaust & Human Rights Center of Maine.

Cheryl W. Flewelling, Client Service Director and and LPL Registered Representative, brings 17 years of client relationship management experience to the KWM firm.  A Thomas College graduate, Flewelling has her Masters in Business Administration with a concentration in Human Resource Management. Her many registrations and licenses include the Series 7, 63, and 66, Associated Persons Exam, General Securities Sales Supervisor, and State of Maine Producer’s License.  She is a current member of the Waterville Business & Professional Women’s Club, and is Secretary of the Board of Inside Out Playground in Waterville.

Samuel J. Tippet, Senior Account Executive, comes to Kennebec Wealth Management with over 15 years of professional experience as a Financial Advisor.  In addition to a bachelor’s degree from the University of Vermont, Sam possesses the Series 7, 63 and 66 registrations through LPL Financial.  Sam currently chairs the Board of Directors for Bread of Life Ministries in Augusta.

David H. Veilleux, Senior Account Executive, brings over ten years experience to the team of Kennebec Wealth Management.  Veilleux is a Winslow native and graduated from Thomas College with a Bachelor’s Degree in Management.  David holds the Series 7, 63, and 66 registrations through LPL Financial.  He is the current Chair of the Parish Council at St. Joseph's Church in Waterville.

Kenneth P. Viens, CFP®, Senior Account Executive, began his career in financial planning over 17 years ago, providing his clients with options for establishing and working toward their financial goals.  Ken is a Certified Financial Planner (CFP®) and holds the Series 7, Series 31, Series 63, and Series 66 registrations through LPL Financial.  A graduate of Colby College with a Bachelor’s Degree, Ken also holds a Master’s in Business Administration from the Amos Tuck School of Business at Dartmouth College.  Ken is past president of the Waterville Rotary Club, board member and past board chair of MaineGeneral Health, and a trustee of Thomas College.

Kennebec Wealth Management (KWM) is a branch office of LPL Financial.  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 11,887 financial advisors, 767 financial institutions, and over 4,000 institutional clearing and technology subscribers. LPL Financial has $233.9 billion in brokerage and advisory assets as of December 31, 2008. LPL Financial has risen to prominence drive by commitment to independence, excellence, and four key tenets we believe are essential to achieving your financial goals: solid unbiased advice, meaningful, timely information and research, easy access to value-added investments and services, and unparalleled client service.

Kennebec Savings Bank is a $684 million state-chartered mutual savings bank, headquartered in Augusta.  With 81 employees, and offices located in Waterville and Winthrop, Kennebec Savings Bank prides itself on being the bank where “the feeling is mutual.”

These Investments are:

not a deposit; not FDIC insured; not guaranteed by the bank; not insured by any Federal Government agency; subject to loss of value.

Securities and Insurance products offered through LPL Financial and its affiliates, member FINRA/SIPC.

Kennebec Savings Bank is not a registered broker/dealer and is not affiliated with LPL Financial.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.