Bio_Wealth_Services 2016-12-29T15:47:53+00:00

WEALTH SERVICES

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Our professional advisors help individuals and families structure accounts that will build, preserve, manage and when the time comes, transfer their wealth.  Financial Planning is an all-encompassing process of regularly assessing ones assets and resources and balancing them against estimated future financial needs. Our team provides advice and guidance on a wide range of topics to help clients create a comprehensive roadmap that will help them achieve their financial goals.

Kathryn M. Woodfin
Kathryn M. WoodfinDirector of Wealth Services & Senior Partner
Ms. Woodfin is Director of Wealth Services and a Senior Partner at the firm. She joined the firm in 1996 and is located in our Concord, NH office.
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Elizabeth R. Kapp
Elizabeth R. KappSenior Vice President & Wealth Advisor
Ms. Kapp is Senior Vice President & Wealth Advisor of Charter Trust Company. She joined the firm in 2001 and is located in our Meredith Office.
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Kim E. LaCoste
Kim E. LaCosteVice President & Wealth Advisor
Ms. LaCoste is a Vice President and Wealth Advisor at Charter Trust Company. She joined the firm in 2004 and is located in our Peterborough office.
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Lynne M. J. Ford
Lynne M. J. FordVice President & Wealth Advisor
Ms. Ford is a Vice President and Wealth Advisor at Charter Trust Company. She joined the firm in 2003 and is located in our Hanover office.
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Timothy Allen
Timothy AllenWealth Advisor
Mr. Allen is a Wealth Advisor at Charter Trust Company. He joined the firm in 2014 and is located in our New London office.
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Halie Alosky
Halie AloskyWealth Advisor
Ms. Alosky is a Wealth Advisor at Charter Trust Company she returned to the firm in 2014 and is located is located in our Nashua NH office.
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Amy Currie
Amy CurrieWealth Advisor
Ms. Currie is a Wealth Advisor at Charter Trust Company. She joined the firm in 2016 and is located in our Meredith NH office.
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Candace Howard
Candace HowardAdministrative Officer
Ms. Howard is an Administrative Officer at Charter Trust Company and is located in our Rochester NH office.
Kristin Lyden
Kristin LydenSr. Wealth Administrator
Ms. Lyden is a Senior Wealth Administrator at Charter Trust Company and is located in our New London NH office.
Marcie MacKenzie
Marcie MacKenzieSenior Wealth Administrator
Ms. MacKenzie is a Wealth Administrator at Charter Trust Company and is located in our Peterborough NH office.
Joshua Brecheen
Joshua BrecheenWealth Administrator
Mr. Brecheen is a Wealth Administrator at Charter Trust Company and is located in our Hanover NH office.
Lynn Morin
Lynn MorinWealth Administrator
Ms. Morin is a Wealth Administrator at Charter Trust Company and is located in our Hanover NH office.