Meet Our Financial Team

Partners

James M. McLaughlin, CIMA^®

Managing Director
Senior Vice President, Investments Private Wealth Advisor

Kendrick W. White, CIMA^®

Managing Director
Private Wealth Advisor Senior Vice President, Investments

Peter G. Barlow, CIMA^®, CPFA™

First Vice President, Investments

Mike McLaughlin, WMS, CFP^®, CPFA, CEPA

Financial Advisor

Associates

Daniela Smith

Branch Operations Manager

Nancy Horihan

Branch Manager Vice President, Investments

Geoff Carey, RICP^®

Senior Registered Client Service Associate

Travis Rosa

Registered Client Service Associate

Laura Cook

Senior Registered Client Associate

Terry Benjamin

Client Service Associate

Nebi Karatas

Client Service Associate

The discipline of having to put your thoughts in order with somebody else is a very useful thing.

Charlie Munger

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Meet Our Financial Team

Partners

Associates

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