Broker Check

Team

At Coastline Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Cindy Grauer

Cindy Grauer

Managing Partner

Jeffrey M. Coffey, CFP®

Jeffrey M. Coffey, CFP®

Senior Vice President

Richard  Barnes, CLU, ChFC

Richard Barnes, CLU, ChFC

Chartered Financial Consultant and Founding Principal

Todd A. Hynes

Todd A. Hynes, CFP®

Director of Risk Management

Michael Kettner

Michael Kettner, CRPC®, MBA

Director of Investments

Joseph B. Hall

Joseph B. Hall

Financial Advisor

Howard Meyers

Howard Meyers, JD, CFP®

Vice President, Financial Advisor

Shiraz Zaidi

Shiraz Zaidi

Financial Advisor

Saranto Calamas

Saranto Calamas, CPA

Certified Public Accountant

Joseph Nupieri

Joseph Nupieri

Property and Casualty

Stephanie Barresi

Stephanie Barresi

Operations Liaison

Mike Coffey

Mike Coffey

Licensed Field Assistant

Fran Henry

Fran Henry

Administrative Assistant

Cris O'Melia

Cris O'Melia

Administrative Assistant

Jerry Cohen

Jerry Cohen

Health Insurance Specialist

Kevin Hilbert

Kevin Hilbert

Benefits Specialist

Madge Hall

Madge Hall

Administrative Assistant

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