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Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Cindy Grauer

Managing Partner

(631) 473-1188

Cindy Grauer is a founder and managing partner with Coastline Wealth Management. Prior to founding Coastline in 2012, Cindy was a financial advisor with Ameriprise. She first became a financial advisor after years of being a successful...

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Cris O'Melia

Administrative Assistant

(631) 473-1188

David Mammina, CFP®, MBA, CRPC®

Financial Advisor

(631) 473-1188

David endeavors to uphold and continuously enhance Coastline Wealth Management's standards for excellence in delivering a superior Client experience. Prior to joining the Firm, David held positions with GM Advisory Group, Charles...

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Dianne Pagani

Operations Liaison

Erin Luise

Chief of Operations

Fran Henry

Client Service Specialist

(631) 473-1188

Garrett Taylor, CRPC®

Managing Partner

(631) 473-1188

Garrett Taylor is the founder of Coastline Wealth Management and sister company Advisor Successions, both founded in 2012. Coastline Wealth Management, Mr. Taylor’s independent investment advisory firm, has grown from $20 million...

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Howard Meyers, JD, CFP®

Vice President, Financial Advisor

(704) 496-2761

Howard brings over thirty years of experience to Coastline as Vice President of Financial Planning.  Before joining Coastline, Howard was a financial advisor with Prudential Securities, Merrill Lynch and Ameriprise,...

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Jeffrey M. Coffey, CFP®

Senior Vice President

(631) 473-1188

Jeff is a Certified Financial Planner and, for over 20 years, he has worked with individuals, families, business owners, and employees demonstrating ways to protect their current assets, accumulate wealth, and plan for financial...
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Jerry Cohen

Health Insurance Specialist

631-473-1188

Jerry has been advising small business owners and individuals for over 30 years on the most cost efficient ways to provide for their health insurance needs. He is licensed in several states and is appointed with all of the health...

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Joseph Nupieri

Property and Casualty

(631) 473-1188

Joseph B. Hall

Financial Advisor

(631) 473-1188

Joseph Burton Hall is a Financial Advisor for Coastline Wealth Management in Garden City N.Y. Joe's passion for financial planning has its roots with his Great Uncle's career. Robert Calvin Hall who was the Founder and President of the...

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Kevin Hilbert

Benefits Specialist

631-473-1188

Kevin believes having a comprehensive risk management plan anchors a client’s financial plan by adding strength, security and flexibility. With over 8 years of experience, first as owner and principle at Total Retirement Security...

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Madge Hall

Client Service Specialist

Melissa Meade

Client Service Specialist

631-473-1188

631-473-1888

mameade@coastlinewealth.com

Michael Kettner, CRPC®, MBA

Director of Investments

(631) 473-1188

As Director of Investments, Mike Kettner brings 15 years of institutional investment experience to the Coastline team, where he heads the Investment Committee. Mike began his career on the New York Stock Exchange floor as a trader with...

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Mike Coffey

Licensed Field Assistant

(631) 473-1188

Richard Barnes, CLU, ChFC

Chartered Financial Consultant and Founding Principal

631-473-7600

Financial Planning is a relatively new profession. I became aware of the field when I joined The State Mutual Life Assurance Co. in 1982. Armed with a Bachelor of Science Degree in Business Administration, insurance seemed a great...

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Saranto Calamas, CPA

Certified Public Accountant

(631) 473-1188

Shiraz Zaidi

Financial Advisor

(631) 473-1188

Shiraz focuses on being a resource to ensure his Clients make informed decisions and stay in control of their finances. By developing customized financial plans for Clients, he helps them to determine a comprehensive strategy that will...

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Stephanie Barresi

Client Service Specialist

(631) 473-1188

Stephen Mincone

Financial Advisor

631-473-1188

631-473-1888

smincone@coastlinewealth.com

As a Financial Advisor with Coastline Wealth Management, Stephen is passionate about engaging others in a collaborative team-based approach and helping clients make the best of their current situation. Prior to working with Coastline,...
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Todd A. Hynes, CFP®

Director of Risk Management

(631) 473-1188

Todd further solidifies the depth of experience within the Coastline team by adding his 27 years in the industry at such firms as American Express, Oppenheimer & Co., and Penn Mutual. For both individuals and businesses, Todd brings a...

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