Meet the Team
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Michael McLaughlin, CFP®, CRPS®, RICP®
Managing Partner, Senior Wealth Advisor
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Monica C. Lupinetti, CDFA*
Partner, Wealth Advisor
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Linda L. McLaughlin, RICP
Partner, Practice Management and Operations
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James Kirlin
Wealth Advisor
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Meaghan F. McLaughlin, CPA*
Senior Wealth Management Associate, CPA*
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Danielle Deming
Senior Client Service Associate
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Veronica "Ronni" Yates
Practice Management Associate