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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Advisors

Advisor photo for Carol Tondreau

Carol Tondreau

CFP®, MS

Financial Advisor

Visit Carol Tondreau's website


Team

Deborah Tondreau

Deborah Tondreau

Financial Planning Assistant

Personal Intro

Debbie lives in Augusta with her husband Jerry has 5 children and 4 grandchildren, cares for her 94 year old mother and absolutley loves spending time with her family.

Qualifications

  • Debbie has worked in the financial services field for over 20 years.

Roles & Responsibilities

  • Debbie provides excellent client service and loves working with our clients. She is always eager to help you with any questions or concerns and coordinates contact with Carol.
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Emily Phaneuf

Emily Phaneuf

Financial Planning Assistant,

Office Manager

Personal Intro

Emily lives in Manchester with her husband Chase, 2 children Hudson and Harlow along with their handsome dog Luda. Emily is a dedicated Mom who manages the office and her busy household. She is confident, professional and always willing to go the extra mile to make you at ease. She loves connecting with clients and shall always be eager to talk with you. She has 11 years combined experience in the financial field.

Roles & Responsibilities

  • Emily’s work ethic and ease in the financial field allows her to excel at her position. She is the face of the office when you arrive, and her smile says it all.
  • She helps answer questions, concerns and coordinates contact with Carol.
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Chase Phaneuf

Chase Phaneuf

Financial Planning Assistant

Personal Intro

Chase lives in Manchester with his wife, Emily, their two children, Hudson and Harlow, and their dog Luda. Born and raised in MA, Chase moved to ME to join the practice and learn the ropes. A dedicated father, husband and friend, he loves all sports and spent many years coaching football. He looks forward to the day he can coach his own children. Chase has extensive sales and customer experience and studied business.

Roles & Responsibilities

  • Chase is always willing to lend a hand to team members and clients alike. His strong technical skills in electronics and computers make him the go-to problem solver in the office.
  • Chase is diligently studying to become licensed and work alongside Carol in providing exceptional client service. You may even see him sitting in on client meetings.
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Debora Polzella

Debora Polzella

Financial Planning Assistant

Personal Intro

Debbie lives in Chelsea with her husband, Ralph, and their five cats. She enjoys spending time with her two children and three grandchildren, often traveling to NH to visit them. Debbie is also an active member of her church, participating in the choir and bell ensemble. After retiring from the federal government in 2025, we were thrilled to welcome her to our team!

Roles & Responsibilities

  • Debbie brings a calming presence and a genuine passion for helping others. She takes pride in providing exceptional client service with a smile and is always eager to connect with clients.
  • B.S. in Business Administration, Management and Accounting
  • Extensive experience in business and financial services, including leadership of a 20-member team
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