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Our Team
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Shawn P. McLaughlin
AIF®
President and CEO
Jacobson P. Truex
, CFP®
Vice President
and Financial Advisor
Michelle Glicklin
, CRCP®
Principal Vice President and Compliance Officer
Elli R. Bernard
Senior Vice President and Executive Assistant
Mary A. Reed
Client Service Representative
To view our latest for jobs/career opportunities, please click
here.
We look forward to learning more about you!
In Memoriam: Oscar P. Ryder
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