Seacoast Financial Planning

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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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

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

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 Jeffrey A Bonney

Jeffrey A Bonney

CFP®, CLTC®

Private Wealth Advisor

Certified Long Term Care
Visit Jeffrey A Bonney's website
Advisor photo for Karrie Shaw

Karrie Shaw

CMFC, CLTC®, CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Karrie Shaw'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®, CRPS, APMA, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit J Ali Alimi'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 Kelly Kingsbury Roskilly

Kelly Kingsbury Roskilly

AAMS, AWMA℠, APMA

Financial Advisor

ACCREDITED WEALTH MANAGEMENT ADVISOR™
Visit Kelly Kingsbury Roskilly's website
Advisor photo for Cole R Parlin

Cole R Parlin

CFP®, CRPC, APMA

Financial Advisor

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

Patricia G Everett

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Patricia G Everett's website


Team

Angela Ciani

Angela Ciani

Practice Manager,

Operations Director
Allison Michaud

Allison Michaud

Client Service Manager,

Client Relationship Specialist
Lisa Trudeau

Lisa Trudeau

Client Relationship Manager,

Client Service Specialist
Jeri Wallace

Jeri Wallace

Operations Manager,

Marketing Manager
Joanna Shumway

Joanna Shumway

Investment Manager,

Personal Financial Specialist
Monica Vallee

Monica Vallee

Operations Manager,

Practice Manager
Maura Xenakis

Maura Xenakis

Business Development Director,

Client Service Coordinator