Atlantic Wealth Planning Group

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 Atlantic Wealth Planning Group
Team photo for Atlantic Wealth Planning Group

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Advisors

Advisor photo for Sarah Dunckel

Sarah Dunckel

MBA, CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Sarah Dunckel's website
Advisor photo for Jenny Saunders

Jenny Saunders

Financial Advisor

Visit Jenny Saunders's website


Team

Jillian Vaillancourt

Jillian Vaillancourt

Operations Director

Susan Rumery

Susan Rumery

Office Manager

Corrina Johnson

Corrina Johnson

Client Service Director

Emma Simmons

Emma Simmons

Financial Planning Assistant