Our Team
Our dedicated team is committed to providing educated, experienced professional guidance and service on your financial journey.
With our focus and personalized approach, we’re here to help you navigate the complexities of retirement with confidence and clarity.
Shaun is a Founding Partner of Legacy Point Financial Group. He serves as a Senior Wealth Advisor, offering guidance and advice to his clients on all aspects of retirement planning.
Shaun earned his degree in Economics with a minor in Business Administration from the University of Maine at Orono. He entered the financial services profession in 2010. Shaun has attained the Accredited Investment Fiduciary (AIF®) designation awarded by the Center for Fiduciary Studies and the Retirement Income Certified Professional (RICP®) designation conferred by The American College of Financial Services.
Shaun, his wife Molly, and two children reside in South Portland, Maine. Shaun is passionate about spending quality time with his family, whether at home or exploring New England. An avid golfer and skier, he also believes in staying active and embracing the outdoors.
Will is a Founding Partner of Legacy Point Financial Group. He serves as a Senior Wealth Advisor providing advice and guidance to his clients in all aspects of retirement planning. He also leads the investment process as the firm’s Chief Investment Officer.
Will earned his degree in Finance from the University of Vermont and entered the financial services profession in 2011. He has achieved the Certified Financial Planner (CFP®) certification awarded by Certified Financial Planner Board of Standards, Inc. and the Accredited Investment Fiduciary (AIF®) designation awarded by the Center for Fiduciary Studies. In addition to his professional duties, Will serves on a charitable board supporting underprivileged children in Massachusetts.
Will, his wife Brooke, and two children reside in Newburyport, Massachusetts. In the summer months Will enjoys golfing and playing tennis. As a family, they enjoy spending time at the beach, skiing, and traveling.
Clifford P. Ryan, CLU®, ChFC®
Senior Wealth Advisor
Cliff joined legacy Point Financial Group in 2025 as a Senior Wealth Advisor. His primary responsibility is for his clients’ overall financial planning and portfolio management. In addition, Cliff brings a wealth of knowledge in the areas of planning, portfolio construction and compliance.
Cliff entered the Financial Services profession in 1983 and has held a variety of positions since then including founding his own Investment Advisor firm in 1996. In 1990, his passion for assisting retirees and those transitioning into retirement led him to specialize in the practice area known as “Elder Planning” where he has devoted most of his career.
In addition to his professional duties, Cliff has served over the years on various local and national boards and committees involving seniors’ and retirees’ issues. He has also written numerous articles, presented to a variety of public and professional audiences and has appeared as a guest on local media throughout his career.
Cliff holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations conferred by the American College of Financial Services and has been a member of the Society of Financial Service Professionals for over 40 years.
Cliff enjoys outdoor sports: biking, running and hiking; as well as live music. He is a boater and private pilot who pursues these activities as often as time allows. In a parallel life, Cliff spent over 25 years in the Navy and Naval Reserves where he served as a photographer and salvage diver until he retired in 2003. Cliff and his wife, Laurene live in South Portland, Maine and St. Petersburg, Florida.
Laurene M. Ryan
Operations Specialist
Laurene joined Legacy Point Financial Group in 2025 as an Operations Specialist. In this role, she supports critical back-office activities and the overall operations of the firm. She is also responsible for much of the communications and information technology in our South Portland Office.
Laurene has a Bachelor of Arts in Marketing and Management from Siena College and has held a variety of positions over the years. Laurene brings many years of experience in tech support, office management, accounting, and marketing from her many previous positions.
Laurene enjoys being outside but is equally content to relax with a good book. She enjoys biking, boating, hiking, exploring in general, and family gatherings. She and her husband, Cliff live in South Portland, Maine and St. Petersburg, Florida.
Debra J. Harney
Client Relationship Manager
Debbie joined Legacy Point Financial Group in 2025 as a Client Relationship Manager. In this role she assists clients in the implementation, maintenance and, servicing of accounts as well as managing Client experience. She’s the first point of contact when you call.
Prior to joining our firm, Deb spent over 30 years supporting Cliff and his clients. Previously she had held various positions at UNUM. Deb is also a licensed Notary Public. Her knowledge, experience, commitment and personal attention are appreciated by all.
Outside the office, Deb participates in many volunteer activities including Girl Scouts, Alzheimer’s Association, Rebekah Assembly and Grand Lodge of Maine, and South Portland Food Cupboard. She enjoys cooking, reading good mysteries and spending time with her daughter, son-in-law, and grandchildren. Deb is a life-long resident of Cape Elizabeth where she lives with her husband, Owen.
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Want to Join Our Team?
At Legacy Point Financial Group, we believe in independence, integrity, and always putting clients first. If you’re passionate about providing exceptional financial advice and service to clients and want to make a meaningful impact, we’d love to hear from you.