Seacoast Financial Planning

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Seacoast Financial Planning
Team photo for Seacoast Financial Planning

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Advisors

Advisor photo for Charles M Beynon

Charles M Beynon

CFP®, MPAS, MSFP, ChFC®, CLU®, CMFC, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Charles M Beynon's website
Advisor photo for Mary Gail Sycamore

Mary Gail Sycamore

CFP®, CFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Mary Gail Sycamore's website
Advisor photo for Gregory M Vallee

Gregory M Vallee

CRPC, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Gregory M Vallee's website
Advisor photo for J Ali Alimi

J Ali Alimi

CFP®, CDFA®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit J Ali Alimi's website
Advisor photo for John Tritle

John Tritle

CFP®, CRPC, CMFC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit John Tritle's website
Advisor photo for Karrie Shaw

Karrie Shaw

APMA®, CRPC, CMFC, CLTC®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Karrie Shaw's website
Advisor photo for Nicolas Curtis

Nicolas Curtis

CRPC, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Nicolas Curtis's website
Advisor photo for Cole R Parlin

Cole R Parlin

CFP®, APMA®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Cole R Parlin's website
Advisor photo for Patricia G Everett

Patricia G Everett

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Patricia G Everett's website
Advisor photo for Jose Garcia

Jose Garcia

Financial Advisor

Visit Jose Garcia's website


Team

Allison Michaud

Allison Michaud

Client Service Manager,

Client Relationship Specialist
Angela Ciani

Angela Ciani

Practice Manager,

Operations Director
Joanna Shumway

Joanna Shumway

Investment Manager,

Personal Financial Specialist
Maura Xenakis

Maura Xenakis

Business Development Director,

Client Service Coordinator
Jeri Wallace

Jeri Wallace

Operations Manager,

Marketing Manager
Lisa Trudeau

Lisa Trudeau

Client Relationship Manager,

Client Service Specialist
Monica Vallee

Monica Vallee

Operations Manager,

Practice Manager
Kimberly Jones

Kimberly Jones

Client Service Specialist,

Operations Specialist

Qualifications

  • Series 7

  • Series 66

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Olivia Franco

Olivia Franco

Client Service Specialist,

Financial Planning Specialist
Elizabeth Law

Elizabeth Law

Client Service Manager,

Operations Specialist