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 strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe 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 Managing Partner Garrett Taylor, CRPC® Managing Partner Jeffrey M. Coffey, CFP® Senior Vice President Richard Barnes, CLU, ChFC Chartered Financial Consultant and Founding Principal Todd A. Hynes, CFP® Director of Risk Management Michael Kettner, CRPC®, MBA Director of Investments Joseph B. Hall Financial Advisor John LaManna Financial Advisor David Mammina, CFP®, MBA, CRPC® Financial Advisor Howard Meyers, JD, CFP® Vice President, Financial Advisor Shiraz Zaidi Financial Advisor Saranto Calamas, CPA Certified Public Accountant Joseph Nupieri Property and Casualty Stephanie Barresi Operations Liaison Lori Max Operations Liaison Mike Coffey Licensed Field Assistant Fran Henry Administrative Assistant Cris O'Melia Administrative Assistant Madge Hall Administrative Assistant Have a Question? Name Email Question Thank you! Oops!