The past few years have been an exciting time for Leone, McDonnell & Roberts. Despite the many challenges the world has faced, we’ve remained agile—adapting to the evolving needs of our clients and adjusting how and where we deliver our services.

During this period, we’ve continued to experience steady, organic growth. Thanks to your ongoing support and trust, our firm is expanding—including our presence in North Conway. We’re pleased to announce that, effective May 1, 2025, our North Conway office has relocated to a new, larger space to better serve you.

New Address: 3278 White Mountain Highway, North Conway, NH 03860

Phone: 603-356-6358 (no change)

Read more.

Join the Mt. Washington Valley Chamber of Commerce and Leone, McDonnell & Roberts for a Ribbon Cutting & Open House at our new North Conway location!

Wednesday, June 25th at 4:00pm 

4:00 pm - Doors Open for Networking 

4:30 pm - Ribbon Cutting & Welcome from LMR

5:00 pm - Tours of New Location 

Refreshments | Cash Bar - catered by Pours & Petals

Please RSVP by June 18th. (https://forms.gle/mpVQMpiurNfncgHw8)

MAKING A DIFFERENCE

LMR TOOK THE PLUNGE!

February 9th was a blustery cold, snowy day with the feels-like temp around 15 degrees. It was also the day that hundreds plunged into the frigid Atlantic Ocean on behalf of the NH Special Olympics. The LMR Frozen Pencil Pushers team, led by our very own CPA Steven Kiander, raised over $8,700 for the nonprofit.

We are grateful for his leadership and for the opportunity to support such a worthy cause.

CELEBRATIONS

Brie Pettengill

Abby Lamothe

Christine Chrysafidis

Some of the LMR team at the NHSCPA Annual Meeting

HONORS & AWARDS

We are pleased to announce that three of our team members have recently been recognized with awards.

Brie Pettengill, CPA was recently honored with the President’s Award by the Granite State Managers Association (GSMA) for her outstanding service and dedication as a Board member. Read more.

Abby Lamothe, CPA received the 2024 Excellence in Community Service Award from the Daughters of the American Revolution – Margery Sullivan Chapter. Abby was recognized for her extensive volunteer work with local organizations. Read more.

At the recent 2025 New Hampshire Society of Certified Public Accountants (NHSCPA) Annual Meeting and CPA Inauguration, Christine Chrysafidis, CPA was honored with the NHSCPA Marlene Gazda Hamel Dedicated Employee Award. This award recognizes an individual who exemplifies exceptional commitment, reliability, and dedication in their work. It pays tribute to the enduring legacy of Marlene Gazda Hamel, a respected mentor and role model whose contributions continue to inspire the profession.

Also at the NHSCPA Annual Meeting was the annual CPA Inauguration, a special ceremony recognizing newly licensed New Hampshire CPAs as they took their professional ethics pledge. We are proud to share that Zane Angelopoulos, Katie DuBois, and Matthew Creamer have officially earned their CPA licenses—an important milestone in their careers and a testament to their hard work and dedication.

Congratulations to all!

UPCOMING WEBINARS

UPCOMING WEBINARS

Leone, McDonnell & Roberts and Integrated Financial Partners invite you to join us for a special three-part webinar series this summer, featuring timely financial planning topics. More details and registration links will be shared soon.

Save the dates:

• June 24 – Maximize Your Charitable Contributions
• July 8 – Backdoor Roth IRAs: A Strategic Approach to Tax-Advantaged Saving
• July 10 – Social Security Claiming Strategy

All webinars will begin at 4:00 PM.

OTHER NEWS

JULY HOURS

Our employees are the core of our success, committed to delivering smart, timely solutions. To support their well-being, we’ll be closed on Fridays in July—allowing time to recharge and return refreshed.



Our offices will be closed:

• July 4 - Happy Independence Day!
• July 11
• July 18
• July 25