Our advisors

Erin Feldman Mendez

Erin Feldman Mendez

CFP®, CLU®, CDFA®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Erin Feldman Mendez Visit Erin Feldman Mendez's website
Patrick Mc Grory

Patrick Mc Grory

CFP®, MSFS, CRPC®

Private Wealth Advisor

Managing Partner of Liberty Point Advisors
Learn more about Patrick Mc Grory Visit Patrick Mc Grory's website
Ian Klinger

Ian Klinger

CFP®, CPA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Ian Klinger Visit Ian Klinger's website

Our team

Nancy Mastrolia

Nancy Mastrolia

Paraplanner

Alyssa McAllister

Alyssa McAllister

Practice Manager

Lisa McLinden

Lisa McLinden

Client Relationship Manager