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.
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