Liberty Point Advisors Team


Patrick W. McGrory, PhD, CFP®️, CRPC®️
Founder and 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

Alyssa M. McAllister
Practice Manager

Anastasia R. Whittingham
Client Service Associate