Our advisors

Erin Feldman Mendez

Erin Feldman Mendez

Financial Advisor

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

Patrick Mc Grory

Private Wealth Advisor

Managing Partner
Learn more about Patrick Mc Grory Visit Patrick Mc Grory's website

Our team

Nancy Mastrolia

Nancy Mastrolia

Paraplanner

Alyssa McAllister

Alyssa McAllister

Practice Manager

Lisa McLinden

Lisa McLinden

Client Relationship Manager