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FINRA’s Brokercheck

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Our Team

Executive Team

Paul A. Squarcia, Jr.

Founding Partner

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Erik R. Wallin, CRPC®

Founding Partner

Wealth Management Team

Michael Finn, CFP®, ChFC®

Financial Advisor

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Operations Manager

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Edgar Hernandez

Relationship Manager

Relationship Manager

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Relationship Manager

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Linda P. Turrell

Finance & HR

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Full Comprehensive
Financial Review

Let us give you a second opinion on your financial life.

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