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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
Shea T. McLaughlin
Vice President and
Administrative Assistant
Mary A. Reed
Client Service Representative
In Memoriam: Oscar P. Ryder
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