Dedicated to enhancing the legal profession through advanced financial education


About the Maine Chapter

The Maine chapter of the AACFL is an organization of elite attorneys dedicated to excellence in the financial aspects of litigation. Membership indicates a significant commitment to the community by improving the efficiency of the court system through advanced financial education for attorneys. Additional benefits include greater efficiencies for their clients, effective financial strategies, and reductions in avoidable court time. The primary mission of the AACFL is to serve the public by establishing a community of lawyers committed to optimizing financial results for their clients.

The CFL™ training program, available only to AACFL members, provides advanced education to attorneys through live courses, member events, and a wide range of training resources and practice tools. The CFL™ Exam provides independent, unbiased testing of an attorney’s skill in financial areas. The CFL™ designation indicates completion of the training curriculum, success in passing the CFL exam, and is the AACFL’s highest mark of distinction for an attorney.

Many cases require an attorney who is sophisticated in financial matters. Whether a case is a divorce, a shareholder dispute, a damages claim, or other type of litigation, chances are that a significant part of the litigation relates to money. Surprisingly, many lawyers are not required to be trained in these areas. A common path for a lawyer is a liberal arts undergraduate education followed by law school resulting in minimal training in financial areas other than from occasional seminars. AACFL members can receive unique training in financial areas that could make a significant difference in both the outcome of a case and in the efficiency with which it is handled.

Membership is available to attorneys who are dedicated to the AACFL mission of enhancing the legal system through our programs and to being on the “cutting edge” of financial strategies.

For the individuals in need of an attorney with sophistication in financial matters, we encourage you to visit our national website and learn about the benefits of working with an AACFL member today.


The success of the Maine chapter would not be possible without the leadership, guidance, and dedication of our attorney advisory board, advisory firms, sponsors, and education faculty.

2016 Maine Advisory Board

David Abramson – Verrill Dana, LLP, AACFL Founding Member

Jonathan Dunitz – Verrill Dana, LLP, AACFL Founding Member

Margaret Lavoie – Lavoie Law, AACFL Founding Member

2016 Sponsors, Faculty and Advisory Firms

Lee D. Sanderson, CPA, ABV, CFF, CVA, MST – President, Valuation Forensics, LLC

Paul Mark, CPA, MBA – Fairview Fund Administration, Bentley University

Meyer Levy, CPA – Partner, KLR

Craig Lewis – Senior Vice President, Morgan Stanley

Robert Ryan, CFP, CIMA, CPWA – Senior Vice President, Morgan Stanley

Bruce Patz – Advantage Payroll Services

David Alves – Computer Forensics, Member of the Association of Certified Fraud Examiners

GW & Wade, LLC – Independent Wealth Management Firm


To contact a chapter member please email us

Member NameFirm NameMembership TypeCFL™ Certified
David AbramsonVerrill Dana, LLPFounding Member
Jonathan DunitzVerrill Dana, LLPFounding Member
Margaret LavoieLavoie LawFounding Member
Susan SchultzSusan M. Schultz, LLCFounding Member
Amy RobidasRobidas Law, LLCFounding Member
Heather WalkerParadie, Sherman, Walker & WordenFounding Member
Janet KantzVincent, Kantz, Pittman & Thompson, LLCFounding Member
Jason DionneIsaacson & RaymondFounding Member
Timothy ZerilloHallett, Zerillo & Whipple, PAFounding Member
Dana PrescottPrescott Jamieson Murphy Law Group, LLCFounding Member
Alicia CushingLavoie LawFounding Member
Seth WebberBerry Dunn McNeil & Parker, LLCEducator Member
Arthur MarshallBerry Dunn McNeil & Parker, LLCEducator Member
Geraldine SanchezRoach Hewitt Ruprecht Sanchez BischoffFounding Member
Susan DriscollBergen & Parkinson, LLCFounding Member
Sarah MitchellSkelton, Taintor & Abbott, Attorneys at LawFounding Member
Stephen SmithLipman & KatzFounding Member
Elyse SegoviasAndrucki & King, Attorneys at LawFounding Member
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