Seacoast Financial Planning

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


Advisors

Karrie Shaw

CMFC, CLTC®, CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Karrie Shaw's website

Charles M Beynon

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

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Charles M Beynon's website

Mary Gail Sycamore

CFP®, CFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Mary Gail Sycamore's website

Cole R Parlin

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Cole R Parlin's website

J Ali Alimi

CFP®, CRPS, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit J Ali Alimi's website

Gregory M Vallee

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Gregory M Vallee's website

Nicolas Curtis

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Nicolas Curtis's website

John Tritle

CFP®, CRPC, CMFC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit John Tritle's website

Jose Garcia

Financial Advisor

Visit Jose Garcia's website

Patricia G Everett

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Patricia G Everett's website


Team

Lisa M Trudeau

Lisa M Trudeau

Client Relationship Manager,

Client Service Specialist
Jeri Wallace

Jeri Wallace

Operations Manager,

Financial Planning Specialist
Angela K Ciani

Angela K Ciani

Practice Manager,

Operations Specialist
Allison L Michaud

Allison L Michaud

Client Service Manager,

Client Relationship Specialist
Joanna S Shumway

Joanna S Shumway

Investment Manager,

Personal Financial Specialist
Kimberly Jones

Kimberly Jones

Client Service Specialist,

Operations Specialist
Maura Xenakis

Maura Xenakis

Business Development Director,

Client Service Coordinator
Monica Vallee

Monica Vallee

Operations Manager,

Practice Manager