What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Our advisors

Charles M Beynon

Charles M Beynon

MSFP, CFP®, MPASSM, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Charles M Beynon Visit Charles M Beynon's website
Mary Gail Sycamore

Mary Gail Sycamore

CFP®, CFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mary Gail Sycamore Visit Mary Gail Sycamore's website
Paul J Wolf

Paul J Wolf

MS, CFP®, CLU®, ChFC®, MPASSM

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Paul J Wolf Visit Paul J Wolf's website
J Ali Alimi

J Ali Alimi

CFP®, CRPS®, APMA®

Financial Advisor

Certified Divorce Financial Analyst®
Learn more about J Ali Alimi Visit J Ali Alimi's website
Gregory M Vallee

Gregory M Vallee

CRPC®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Gregory M Vallee Visit Gregory M Vallee's website
Patricia G Everett

Patricia G Everett

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Patricia G Everett Visit Patricia G Everett's website
Andrew Lane

Andrew Lane

MBA, CPA

Financial Advisor

Learn more about Andrew Lane Visit Andrew Lane's website
Kelly Kingsbury Roskilly

Kelly Kingsbury Roskilly

AAMS®, AWMA®, APMA®

Financial Advisor

ACCREDITED WEALTH MANAGEMENT ADVISORSM
Learn more about Kelly Kingsbury Roskilly Visit Kelly Kingsbury Roskilly's website
Cole R Parlin

Cole R Parlin

CRPC®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Cole R Parlin Visit Cole R Parlin's website
Nicolas Curtis

Nicolas Curtis

CRPC®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Nicolas Curtis Visit Nicolas Curtis's website

Our team

Angela Ciani

Practice Manager

Allison Michaud

Client Service Manager

Alexander Talcott, JD

Alexander Talcott, JD

Financial Planning Specialist

Qualifications

  • Adjunct Instructor in Finance & Management, University of New Hampshire Peter T. Paul College of Business and Economics
  • Arbitrator, Financial Industry Regulatory Authority, Inc. (FINRA)
  • J.D., Notre Dame Law School
  • B.A., cum laude, Dartmouth College
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