Meet the Team

• Michael McLaughlin, CFP®, CRPS®, RICP®

  President, Senior Wealth Advisor

• Monica Lupinetti

  Director, Private Wealth Management / Wealth Advisor

• Linda L. McLaughlin

  Chief Operating Officer / Director, Practice Management

• Walter A. Eife, AIF®, QPFC

  Director, Retirement Plans

• Jonathan Geisler

  Wealth Advisor

• James Kirlin

  Wealth Advisor

• Joshua Kirkpatrick

  Wealth Management Associate

• Donna Santoro

  Senior Client Service Associate

• Danielle Deming

  Senior Client Service Associate

• Veronica "Ronni" Yates

  Office Manager