Our Team 2018-09-06T01:45:03+00:00

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
  • MIDAS Collaborative Pro-Bono Program
  • Next Gen Committee
  • Finance Committee

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

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 & Personal CFO

Graduate: Bentley University
Past Firms: Baystate Financial Services
Founder: Single Point Partners
Member: MA Chapter of the Financial Planning Association

  • Dana Farber Pro-Bono program
  • MIDAS Collaborative Pro-Bono Program

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

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


Director of Persistency

Susan may be camera shy, but, she is not shy about making sure things get done. 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


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