Our Roots
In August of 2015, a partnership formed that would eventually bring seven different career paths together. That convergence of experience, talent, and knowledge would ultimately grow to become White Pine Wealth Management, a team of professionals whose singular goal was to provide clients with an integrative plan that brought clarity and organization to their financial futures. Each member brought critical skills and perspective to the team, driven by a shared vision of what true client service should be: comprehensive, focused, responsive, and highly detailed. While the team was formed in 2015, its roots had been taking hold for decades. These roots, grounded in the idea that people need both direction and personal connection, grew into the realization of that dream. White Pine Wealth Management has been helping you get there ever since.
Our Growth: Success & Succession
Just as White Pine Wealth Management believes that planning is critical to the financial health of its clients, we also believe that planning our own futures ensures our ability to continue planning yours. We know that our clients don’t stop needing guidance the day they retire. Or the day we retire. We’ve helped you plan for the generations of your family, and we want you to know that we are also planning for the generations of the White Pine Wealth Management family. From Baby Boomers to Millennials, the intentional formation of a team that can grow with you and continue to provide the service upon which you’ve come to depend has been a driving force behind every decision we’ve made. As life moves forward and we continue to grow and change, we are actively engaged in succession planning to ensure that the guidance our clients receive will be both consistent and uninterrupted. We believe it is our responsibility to make sure that each client feels connected, engaged, and understood by every member of our team because we know you have goals that don’t end at retirement. Your goals are our compass. It is our privilege to help you get there.
Melissa Duffy, Managing Director, Partner
Melissa grew up in greater Portland and journeyed to the midwest for college at Miami University in Oxford, Ohio. Immediately upon graduation in 1995, Melissa took a job with Fidelity Investments in Boston and began her career in wealth management. Her career spans 30 years in training, compliance, marketing, and wealth management at some of the industry’s best-known investment managers: Fidelity, Charles Schwab, State Street, and A.G. Edwards. In 2008 she started her own firm, a dream realized, and built her practice through the Great Recession. In 2015 after connecting and realizing the potential of shared interests with Grey Terry and Gibson Wilkes, Melissa merged her practice with theirs to form White Pine Wealth Management.
Melissa spends lots of time enjoying the outdoors with her family when she isn’t working. She enjoys skiing, hiking, and mountain biking in western Maine and the White Mountains of New Hampshire.
Grey Terry, CFP®, Managing Director, Partner
Grey grew up in the Farmington River Valley area of Connecticut. During his college years, he headed west to attend the University of Colorado. After graduating college, Grey worked in the ski industry and eventually ended up moving to San Francisco where he met his wife and worked for a technology company. While living in California, he transitioned into finance and worked for Morgan Stanley. After San Francisco, Grey lived in Bend Oregon. Soon after the birth of their daughter, Grey and his family made their move back east to Maine. In his free time, Grey can be found outside working around the house or spending time enjoying the great outdoors, particularly if it involves fishing or snow. Grey currently lives in Cape Elizabeth with his wife, daughter, and two dogs.
Paige E. Batchelder, CFP®, Managing Director, Partner
Paige was born in Annapolis, MD and grew up in South Portland, Maine. She began her career in the financial services industry in 2004 when she started at A.G. Edwards in Portland. Eventually working her way up in a business that rewarded her ability to communicate, organize, and problem-solve, Paige became a CERTIFIED FINANCIAL PLANNER® professional and partner at White Pine Wealth Management. For more information about what it means to obtain your CFP® designation, click here. She lives in Maine with her husband and their Australian labradoodle. She enjoys traveling, spending time with her family, and waiting for fall to come.
Matthew J. Emery, CIMA®, Director of Research and Portfolio Management
Matt grew up in Auburn, Maine and, after a brief period working as an Emergency Medical Technician and making two trips to Ecuador for charity work, he began his studies at the University of Southern Maine where he majored in Accounting and Finance. After graduating, Matt worked as an accountant for a hedge fund at Stone-Coast Fund Services and then as an investment performance analyst for an institutional investment consultancy before joining White Pine.
Matt and his wife, Sarah, met each other at the L.L. Bean flagship store in Freeport, where they both worked during their college years. They live in Cumberland with their two sons. When he’s not working, Matt enjoys skiing, boating, and hiking with his family. Matt is also an avid reader and is especially interested in history, psychology, and, of course, investing!
Casey McClurkin, Director, Client Services
Casey grew up in South Carolina and spent most of her adult life in Denver, Colorado where she graduated from Metropolitan State University of Denver with a BS in Accounting. After college, she worked as a staff accountant, financial analyst, and budget analyst before moving to Maine. Once firmly planted in South Portland, where she moved to be closer to family, she started working as a client service associate (CSA) at Ameriprise in 2015. She earned her Series 7 and 66 licenses, as well as a Behavioral Financial Advisor Certification and Certified Retirement Planning Counselor. She has always been passionate about personal finance and budgeting, and after a short stint on her own working as a financial coach and writing a personal finance column for a local recovery magazine called Journey, Casey joined the White Pine Wealth Management team in the summer of 2022.
Casey enjoys exploring Maine on foot and you can find her running on one of the hundreds of trails around Cumberland County and beyond after work and on weekends. She is a creative at heart and loves to make cards, journals, watercolor paintings, and crochet projects for her friends and family. Casey lives in South Portland with her kittens Moody, Mindy, and Lulu.
Ian Trumpler, CRPC™, Paraplanner
Ian grew up in Scarborough, Maine and attended the University of Southern Maine for his college years. Upon graduation, he began his career in financial services at Ameriprise Financial where he earned his Series 7 and 66 licenses, as well as a Chartered Retirement Planning Counselor designation. With over four years in the industry, he joined the White Pine Wealth Management team in June of 2026 as a Paraplanner with a passion for financial planning and helping others achieve their goals.
When he’s not working, Ian enjoys the outdoors to the fullest. Between camping, golfing, hiking, and fishing, he makes the most of what Maine has to offer. He is also an avid traveler and is always planning his next trip to see a new corner of the world.
Gabrielle Nadeau, Client Service Associate
Gabby grew up in Saco, Maine, where she spent her childhood enjoying the beach, attending summer camps, and making memories with friends and family. She joined White Pine Wealth Management as an intern in May 2022 while attending the University of Southern Maine. After earning her Bachelor of Science in Finance in 2024, she transitioned into her current role as a Client Service Associate.
Gabby lives in Southern Maine and enjoys spending time with her family and friends, especially at the beach whenever possible. In her free time, she loves traveling, particularly to tropical destinations, and exploring new places both near and far.
Fritz Gemmer, Client Service Associate
Fritz is from Portland, Maine where he attended Cheverus High School. He graduated college with bachelor’s degree from the University of Southern Maine, as a humanities major with an emphasis in history. Before White Pine, Fritz worked at restaurants Scales and Fore Street in Portland’s Old Port. He was also an arts & crafts counselor at Winona Camps on lovely Moose Pond in Bridgton. Fritz now lives in New Gloucester, with his wife and two daughters. He loves skiing at Pleasant Mountain and Sugarloaf, summertime on Vinalhaven Island, and exploring the small towns of Maine.
Fritz joined White Pine Wealth Management as an intern in 2024 and is now a full-time Client Service Associate.
Isabella Ross, Client Service Coordinator
Bella grew up in Mount Desert Island, Maine, and moved to Portland in the fall of 2025 to begin her career. Prior to moving, she attended the University of Maine at Orono and earned her bachelor’s degree in communications. Bella began her professional journey as a bank teller before transitioning to her role as Client Services Coordinator at White Pine Wealth Management. She did not expect to end up in finance following college but has found that she enjoys it.
When not at work, Bella loves to read, watch movies, and spend time with her family and friends. She adores travelling and hopes to return to Europe sometime in the near future. Most importantly, Bella takes any opportunity to spend time with her beloved golden retriever, Gnocchi.
Nancy Mackin, Office Manager
Nancy grew up in Northern Maine. Nancy graduated from the University of Southern Maine focusing on business management. She left Maine in the early 80s to travel and work but settled back in Southern Maine. She started her support role in a law office focusing on civil litigation in, then joined a national law firm that started her journey in the Security and Exchange Commission regulatory and compliance world. Nancy joined Hightower as an Office Manager in 2022. She has over many years of experience in support roles with local, national, and international law firms.
Nancy lives in Southern Maine with her daughter and enjoys being at the beach during her free time, walking, and photographing.
Office:
5 Fundy Rd Suite 2D
Falmouth, ME 04105
Office: (207) 781-5800
Fax: (207) 221-1843
Office Hours:
Monday - Thursday* 8:30am - 4:30pm
Friday 8:30am - 4:00pm
*From Memorial Day through Labor Day,
the office closes at 4:00pm on Thursdays
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