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Our Team

Strategic Partners

Terry  Anderson

Terry Anderson AIFA®, CLU, CEBS®, CPFA®

Strategic Partner, Employer Retirement Plans

Ben Foreman

Ben Foreman, Trust Professional

The Private Trust Company: An LPL Financial Affiliate

Chris Mortara

Chris Mortara

VP Senior Compliance Consultant

Louis Warren

Louis Warren, MBA

Strategic Partner

Patrick Herrington, CFP®

Patrick Herrington, CFP®

Assistant Vice President of LPL Private Client