Seacoast Financial Planning

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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

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Advisors

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 Mary Gail Sycamore

Mary Gail Sycamore

CFP®, CFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Mary Gail Sycamore's website
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 J Ali Alimi

J Ali Alimi

CFP®, CDFA®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit J Ali Alimi'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 Karrie Shaw

Karrie Shaw

APMA®, CRPC, CMFC, CLTC®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Karrie Shaw'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 Nicolas Curtis

Nicolas Curtis

CRPC, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Nicolas Curtis'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


Team

Kimberly Jones

Kimberly Jones

Client Service Specialist,

Operations Specialist
Allison Michaud

Allison Michaud

Client Service Manager,

Client Relationship Specialist
Angela Ciani

Angela Ciani

Practice Manager,

Operations Director
Lisa Trudeau

Lisa Trudeau

Client Relationship Manager,

Client Service Specialist
Monica Vallee

Monica Vallee

Operations Manager,

Practice Manager
Joanna Shumway

Joanna Shumway

Investment Manager,

Personal Financial Specialist
Jeri Wallace

Jeri Wallace

Operations Manager,

Marketing Manager
Maura Xenakis

Maura Xenakis

Business Development Director,

Client Service Coordinator
Elizabeth Law

Elizabeth Law

Client Service Manager

Olivia Franco

Olivia Franco

Client Service Specialist,

Financial Planning Specialist