Our Team
Richard K. McLaughlin, CFPr
Financial Advisor
Richard received his CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning in 1991. In addition, he holds the Series 65 license for Investment Advisors, Series 6 license for Securities, and the Life &...
Samantha O'Neill
Office Assistant
Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative...
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