Our Team

Through different paths, we each have experienced versions of the old model.  Our team has come together under a common vision of the future of Wealth Management.

Contact Seth: seth.corkin@spcfo.com  |  617-600-7828



Personal CFO

Graduate: University of Wisconsin
Past Firms: Bainco International Investors; The Colony Group
Member: MA Chapter of the Financial Planning Association

  • 2017 Volunteer of the Year
  • Dana Farber Pro-Bono program
  • JVS Pro-Bono Program
  • MIDAS Collaborative Pro-Bono Program
  • Next Gen Committee
  • Finance Committee

Enrolled Agent Before the IRS
Thinks in spreadsheets
Home: Brookline with wife, Olivia

Contact Martin: martin.shore@spcfo.com  |  617-651-8995

Martin Shore, CFA, CFP®

Personal CFO

Graduate: Wesleyan University (BA) and University of Virginia’s Darden Business School (MBA)
Past Firms: Fidelity Investments; CSC Index

  • MA Chapter of the Financial Planning Association
  • JVS Pro-Bono Program
  • CFA Society Boston
  • National Association of Personal Financial Advisors (NAPFA) – Associate Member
  • Board of Directors, Temple Ohabei Shalom

Home: Born in Colorado, now Brookline with wife, Shari Lisann

Contact Bob: bob.dockendorff@spcfo.com  |  617.651.8994

Robert Dockendorff, JD, LLM, CFP®

Personal CFO

Graduate: University of Vermont, Suffolk University Law School, Boston University Law School
Past Firms:

  • Claro Advisors
  • The Colony Group
  • Ernst & Young

Approach:  Explains in metaphors & analogies

Home: Hingham with wife, Caitlin, and children Charlie, Tommy and Jane

Contact Michelle: michelle.lum@spcfo.com  |  617-651-8996

Michelle Lum, CFP®

Planning Analyst

Graduate: Marquette University; Hamline University School of Law (now Mitchell Hamline School of Law)

Past Firms: CIBC Private Wealth Management (formerly Atlantic Trust)


  • Massachusetts State Bar
  • Boston Bar Association
  • Hawaii State Bar
  • Hawaii State Bar Association

Home: Born and raised in Hawaii; living in Brighton

Contact Susan: susan.snyder@spcfo.com  |  617-600-0513


Director of Persistency

We think of it as polite, persistent, nudging to make sure all the action items on your plate are being completed.

Graduate: University of Michigan
Past Firms: Baystate Financial Services, Mass Biotech Council
Celebrates checked-boxed
Home: Brookline with husband Rich & our daughter

Contact Rene: rene.jarquin@spcfo.com  |  617-600-0514



Chief Investment Officer

Graduate: The Wharton School; Northwestern’s Kellogg School of Management
Past Firms: BNY Mellon; Merrill Lynch Private Client Group; Springwell Capital Partners; GE Capital


  • Home for Little Wanderers: Chair of Sub-Investment Committee
  • Boston Chapter of The Association of Latino Professionals for America (ALPFA): Active Board Member; Past President
  • Latino Legacy Fund: Charter Member
  • Mass Ventures (State of Massachusetts venture capital arm): Board Member (appointed by Gov. Charlie Baker)

Speaks with hands
Home: Born in Nicaragua, now in Wellesley with wife Nancy & 2 daughters

Contact Shaun: shaun.erickson@spcfo.com  |  617-600-0511



CFP® | Chief Planning Officer

Graduate: Bentley University
Past Firms: Baystate Financial Services
Founder: Single Point Partners  Co-Founder: Knudge

  • MA Chapter of the Financial Planning Association: 2022 President Elect
  • Dana Farber, JVS, MIDAS & Compass Pro-Bono programs
  • XY Planning Network

Analyzes out loud
Home: Boston with wife Alicia & 3 children


We had a lot of fun making these videos.  We hope you enjoy some of the outtakes….right?