Meet Our Wealth Advisors

Helping you pursue your financial goals.

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Building a solid financial future is not a one-size-fits-all kind of plan. You need a strategy that fits your needs and your finances. Most of all, you need a team who understands your whole financial picture.

Donna Labell

Investment & Insurance Representative

Offices: Portsmouth, Exeter (NH)

Contact Donna

Bill MacGregor

Investment & Insurance Representative

Offices: Berlin, Conway Dover, Rochester (NH)

Contact Bill

James LeBlond



Offices: Biddeford, Kennebunk, Saco, Sanford, Westbrook (ME)

Contact James

John McCune Jr.

CFP®

Offices: Portsmouth (NH)

Contact John

Ryan F. Callahan

CIMA®, CPFA

Offices: Exeter, Lee, Northwood (NH)

Contact Ryan

Michael Riddell

AIF®

Offices: Plymouth, Concord (NH)

Contact Michael

George Slyman

CFP®

Offices: Hooksett, Lebanon (NH)

Contact George
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Meet With an Advisor:

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*When using our online form or sending us an email, please do not write confidential information such as your social security number, account number or Personal Identification Number (PIN) in this form or via email, as these are not secure methods of communication.

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