Broker Check

Meet the Team



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

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

Managing Partner, Private Wealth Advisor

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Adam Elover, CFA®, CPWA®

Adam Elover, CFA®, CPWA®

Partner, Chief Investment Officer

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Linda L. McLaughlin, RICP®

Linda L. McLaughlin, RICP®

Partner, Chief Operating Officer

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Monica C. Lupinetti, CDFA®

Monica C. Lupinetti, CDFA®

Partner, Private Wealth Advisor

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Meaghan McLaughlin Reid, CFP®, CPA*

Meaghan McLaughlin Reid, CFP®, CPA*

Partner, Private Wealth Advisor

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Veronica "Ronni" Yates

Veronica "Ronni" Yates

Practice Operations Manager

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Caleb Rich

Caleb Rich

Private Client Service Associate

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Bridgett Pilla

Bridgett Pilla

Private Client Service Associate

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Gavin McGovern

Gavin McGovern

Private Wealth Paraplanner

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Frank the Tank

Frank the Tank

Manager of Fun

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Princess Lady Laine

Princess Lady Laine

Director of Treats

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Bear

Bear

Chief Barketing Officer

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Brandi

Brandi

Cuddle Consultant

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Gabriel

Gabriel

Barketing Intern

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Cali

Cali

Pawfolio Analyst

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