Single Point Partners sets the standard for the way successful people evaluate and manage their financial affairs.
|Our unique offering of the Single Point CFO™, fulfills the role of your personal CFO. The Single Point CFO™ serves as your primary point of contact providing counsel, planning, strategies, implementation and service of your financial affairs at a level you have never experienced before.|
Shaun Erickson | CFP®, Founding Partner
Shaun's motivation in business stems from his deep desire to be a true partner to his clients. His willingness to listen to other people's opinions, explore multiple options, and enlist additional advisors when called for, has earned him the trust and loyalty of his clients and colleagues. He prides himself on his successful, long term, client relationships.
Shaun's prior employment was with Baystate Financial Services, in Boston, MA, where he worked as a Financial Planner for 11 years. At Baystate, he focused on helping individual clients plan for, and succeed in, life transitions. Over that time, he was consistently recognized as being one of the top financial advisors in the New England Financial network, and was a founding member of the Family and Business Advisory Group,where he focused on advising owners of closely held businesses, and successful families. This group was assembled to service the unique and specific needs of families of wealth and owners of closely held businesses.
Shaun earned his CERTIFIED FINANCIAL PLANNER designation in 2008. Shaun is a cum laude graduate of Bentley University, with a major in Finance. He has served as a mentor in the Big Brothers program and represented Baystate Financial in their affiliation with the Massachusetts Family Business Association. Shaun is an active member of Financial Planning Associations of MA. He lives in Boston with his wife, Alicia, and their two children.
Tim Duffany | CFP®, Founding Partner
Tim's passion for advising owners of closely-held businesses stems from his own life experiences growing up in his family's construction company. He has observed firsthand how unique and time-consuming the financial management aspect of small business ownership can be. He strongly believes that closely-held business owners have a clearer path to success when they have a partner to help oversee and guide their financial affairs.
Prior to Single Point, Tim worked as a Financial Planner for six years with his prior employment being at Baystate Financial Services in Boston, MA. At Baystate, Tim was a founding member of the Family and Business Advisory Group, where he focused on advising owners of closely-held businesses and successful families. This group was assembled to service the unique, specific needs of families of wealth and owners of closely-held businesses.
Tim earned his CERTIFIED FINANCIAL PLANNER designation in 2011. A graduate of Bryant University, Tim majored in Finance and captained the nationally ranked lacrosse team. As an undergraduate, he was a member of the University's first Archway Fund Analyst team, which manages a portion of the school's endowment. Tim served on the Board of Directors of The Falmouth Historical Society, sitting on the Finance and Budget Committee. Currently, Tim teaches at Boston University’s Center for Professional Education in their Financial Planning Program and is an active member of the Financial Planning Association of MA. He enjoys spending time on his native Cape Cod, and lives in Boston with his wife, Meghan and their daughter.
Susan Snyder | Client Services Manager
Susan was part of Single Point Partners team since the beginning. She helps with the transition of new clients to SPP and the ongoing servicing of their accounts. Prior to SPP, she was the Client Services Manager for Shaun Erickson at Baystate Financial Services for over three years. She graduated from the University of Michigan with a Bachelor of Arts degree and took classes towards her MBA at Northeastern. She lives in Brookline with her husband, Rich, and her email@example.com
Emily Green | Marketing Administrator
Emily has been a part of the Single Point team since the start. She set up and maintains our website and continues to design various marketing materials. She graduated from James Madison University with a Bachelor of Science degree in Graphic Design. While in school, Emily held two jobs that helped grow her experience in design. She grew up in the Boston area and currently lives in Brighton.firstname.lastname@example.org