The Team

Seacoast Financial Planning
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Charles Beynon

Charles Beynon

Financial Advisor

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Designations

CFP®, ChFC®, CLU®, MSFP

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

Bachelor of Science - BS - Business Administration, Finance, & Economics, Master of Science - MS - Financial Planning

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Mary Gail Sycamore

Mary Gail Sycamore

Financial Advisor

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Designations

CFP®, CFA

Top Areas of Focus

  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing

Education

University of Washington, BA Economics, Seattle, WA

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Michael O'Keefe

Michael O'Keefe

Private Wealth Advisor

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Designations

ChFC®, CLU®, CLTC®

Top Areas of Focus

  • Intergenerational Planning
  • Saving for Education
  • Financial Strategies for LGBTQ Couples and Families

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Nicolas Curtis

Nicolas Curtis

Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Education

University of New Hampshire - Bachelors of Science (BS)

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Patricia G Everett

Patricia G Everett

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Women's Financial Strategies
  • Saving for Education
  • Retirement Plan Distribution

Education

BA Bachelor of Arts, Education, University of Massachusetts, Amherst, MA 1981

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Kelly Kingsbury Roskilly

Kelly Kingsbury Roskilly

Financial Advisor

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Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

The University of New Hampshire, Bachelor of Science 2001

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Our Staff

Angela Ciani

Practice Manager

Allison Michaud

Client Service Manager

Deborah Dale

Client Relationship Manager

Alexander Talcott

Financial Planning Specialist