Meet the Team


Accessible.  Responsive.  Experienced.   

Each of us has an important role to play in our client relationships.  We bring a team approach to meet your needs, working together so you get the best collectively from all of our individual skills and knowledge.  Our team approach also sets you up for the best possible client experience providing you with multiple contacts at our firm and allowing us to be responsive in a manner you should expect. 


Leadership Team

Michael A. McLaughlin, CFP<sup>&#174;</sup>, CRPS<sup>&#174;</sup>, RICP<sup>&#174;</sup>

Michael A. McLaughlin, CFP®, CRPS®, RICP®

Managing Partner, Senior Wealth Advisor

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Monica C. Lupinetti, CDFA<sup>&#174;</sup>

Monica C. Lupinetti, CDFA®

Partner, Wealth Advisor

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Linda L. McLaughlin, RICP<sup>&#174;</sup>

Linda L. McLaughlin, RICP®

Partner, Practice Management & Operations

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Wealth Management Team

Meaghan F. McLaughlin, CPA*

Meaghan F. McLaughlin, CPA*

Senior Wealth Management Associate

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Kyle A. Macrina

Kyle A. Macrina

Senior Wealth Management Associate

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Client Service Team

Veronica "Ronni" Yates

Veronica "Ronni" Yates

Practice Management Associate

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Tyler F. Marchese

Tyler F. Marchese

Client Service Associate

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Our K-9 Crew

Frank the Tank

Frank the Tank

Manager of Fun

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Princess Lady Lane

Princess Lady Lane

Director of Treats

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