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



Our advisors

Charles M Beynon, Private Wealth Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Charles M Beynon

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

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Charles M Beynon Visit Charles M Beynon's website
Mary Gail Sycamore, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Mary Gail Sycamore

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mary Gail Sycamore Visit Mary Gail Sycamore's website
Jeffrey A Bonney, Private Wealth Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Jeffrey A Bonney

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jeffrey A Bonney Visit Jeffrey A Bonney's website
J Ali Alimi, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

J Ali Alimi

CFP®, CRPS®, APMA®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about J Ali Alimi Visit J Ali Alimi's website
Gregory M Vallee, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Gregory M Vallee

CRPC®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Gregory M Vallee Visit Gregory M Vallee's website
Karrie Shaw, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Karrie Shaw

CMFC®, CLTC®, CRPC®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Karrie Shaw Visit Karrie Shaw's website
Cole R Parlin, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Cole R Parlin

CRPC®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Cole R Parlin Visit Cole R Parlin's website
Kelly Kingsbury Roskilly, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Kelly Kingsbury Roskilly

AAMS®, AWMA®, APMA®

Financial Advisor

ACCREDITED WEALTH MANAGEMENT ADVISORSM
Learn more about Kelly Kingsbury Roskilly Visit Kelly Kingsbury Roskilly's website
Andrew Lane, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Andrew Lane

MBA, CPA

Financial Advisor

Certified Public Accountant
Learn more about Andrew Lane Visit Andrew Lane's website
Patricia G Everett, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Patricia G Everett

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Patricia G Everett Visit Patricia G Everett's website
Nicolas Curtis, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Nicolas Curtis

CRPC®, APMA®

Financial Advisor

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

Our 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,

Financial Planning Specialist
Joanna Shumway

Joanna Shumway

Investment Manager,

Personal Financial Specialist