Meet the Team

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

  Managing Partner, Senior Wealth Advisor

• Monica C. Lupinetti, CDFA*

  Partner, Wealth Advisor

• Linda L. McLaughlin, RICP

  Partner, Practice Management and Operations

• Walter A. Eife, AIF®, QPFC

  Retirement Plan Consultant

• James Kirlin

  Wealth Advisor

• Meaghan F. McLaughlin, CPA*

  Senior Wealth Management Associate, CPA*

• Joshua Kirkpatrick

  Wealth Management Associate

• Donna Santoro

  Senior Client Service Associate

• Danielle Deming

  Senior Client Service Associate

• Veronica "Ronni" Yates

  Practice Management Associate