Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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

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Our advisors

Advisor photo for Charles M Beynon

Charles M Beynon

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

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Charles M Beynon Visit Charles M Beynon's website
Advisor photo for 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
Advisor photo for Gregory M Vallee

Gregory M Vallee

CRPC, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Gregory M Vallee Visit Gregory M Vallee's website
Advisor photo for J Ali Alimi

J Ali Alimi

CFP®, CDFA®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about J Ali Alimi Visit J Ali Alimi's website
Advisor photo for John Tritle

John Tritle

CFP®, CRPC, CMFC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about John Tritle Visit John Tritle's website
Advisor photo for Karrie Shaw

Karrie Shaw

APMA®, CRPC, CMFC, CLTC®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Karrie Shaw Visit Karrie Shaw's website
Advisor photo for Nicolas Curtis

Nicolas Curtis

CRPC, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Nicolas Curtis Visit Nicolas Curtis's website
Advisor photo for Cole R Parlin

Cole R Parlin

CFP®, APMA®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Cole R Parlin Visit Cole R Parlin's website
Advisor photo for 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


Our team

Allison Michaud

Allison Michaud

Client Service Manager,

Client Relationship Specialist
Lisa Trudeau

Lisa Trudeau

Client Relationship Manager,

Client Service Specialist
Monica Vallee

Monica Vallee

Operations Manager,

Practice Manager
Kimberly Jones

Kimberly Jones

Client Service Specialist,

Operations Specialist

Qualifications

  • Series 7

  • Series 66

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Joanna Shumway

Joanna Shumway

Investment Manager,

Personal Financial Specialist
Angela Ciani

Angela Ciani

Practice Manager,

Operations Director
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,

Operations Specialist
Olivia Franco

Olivia Franco

Client Service Specialist,

Financial Planning Specialist