Liberty Point Advisors Team

We hope, after every interaction, that our clients feel confident trusting us with their financial well-being and, in turn, their overall well-being. Each team member at Liberty Point Advisors considers this trust and partnership to be the greatest gift.
liberty point advisors
liberty point advisors team pat mcgrory
Patrick W. McGrory, MSFS, CFP®, CRPC®

Private Wealth Advisor

liberty point advisors team Erin Mendez
Erin F. Mendez, CFP®, CLU®, CDFA®, APMA®

Partner & Financial Advisor

liberty point advisors team Ian Klinger
Ian S. Klinger, CFP®, CPA

Financial Advisor

liberty point advisors team Lisa McLinden
Lisa A. McLinden

Client Relationship Manager

Lisa M. McGrory

Client Service Coordinator

liberty point advisors team Alyssa McAllister
Alyssa M. McAllister

Practice Manager

Anastasia R. Whittingham
Anastasia R. Whittingham

Client Service Associate