Liberty Point Advisors Team


Patrick W. McGrory, MSFS, CFP®, CRPC®
CEO & Private Wealth Advisor

Erin F. Mendez, CFP®, CLU®, CDFA®, APMA®
Partner & Financial Advisor

Ian S. Klinger, CFP®, CPA
Financial Advisor

Lisa A. McLinden
Client Relationship Manager

Nancy K. Mastrolia
Paraplanner

Alyssa M. McAllister
Practice Manager

Anastasia R. Whittingham
Client Service Associate