Broker Check

Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Income tax planning and preparation
  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management analysis
  • IRS Representation
  • Business Planning
  • Charitable Giving Strategies

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s a good approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Is an annuity right for me?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 *These services are offered by A. Bruce Carri and William Pelletier through their affiliation with HD Vest.

 
Upon graduating from New Hampshire College (now Southern NH University) with a BS in Accounting, Bruce began his career with local accounting firms. His early work experiences revolved around auditing a variety of businesses, preparing...

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Bill provides personal financial planning, asset management strategies,and individual, business and fiduciary tax services for clients. Bill has over 30 years experience in taxation and wealth management. He began his financial...

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Maggie Pelletier

Relationship Manager

(603) 227-6257

(603) 369-6367

Maggie manages our investment client relationships. She has over 25 years experience in wealth management at some of the larger wealth management companies in NH, including Citizens and TD Wealth. In her most recent position before...

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Patricia Bevans, CPA, CFP, PFS, EA

Certified Financial Planner & Accountant

(603) 227-6260

(603) 369-6367

Pat provides tax, financial planning and litigation support services to our clients. She is a member of the AICPA, Forensic & Valuation Services and Personal Financial Planning Sections, the NH Society of CPAs, National Association of...

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Nicole K Brown

Financial Associate

(603) 227-6259

(603) 369-6367

Nicole provides a variety of administrative support to our office, from greeting clients to tax preparation. Her versatility, attention to detail and bright personality is a valuable asset to the firm. Nicole has several years...

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