Broker Check

Cade debus

Chief Operating officer | Coastline Wealth Management

Here To Help You
Build a More Scalable, Valuable Advisory Business

Many advisors have built highly successful practices but remain responsible for too many decisions, relationships, and day-to-day processes.

My role is to help you build the infrastructure around that success.
I work alongside advisors to evaluate how their business operates, where growth opportunities exist, how effectively their team is being used, and which Coastline resources can create the greatest impact.

Together, we create greater visibility into your business, strengthen accountability across your team, and build a more scalable model that supports organic growth, succession, and long-term value.

Executive Experience and Recognized Leadership

Operational Leadership Built for Growth

Chief Operating Officer, Coastline Wealth Management
Former CEO of a Business Intelligence Software Company
Fortune 500, Department of Defense, and United Nations Consultant
Speaker at BlackRock and J.P. Morgan
Lean Six Sigma Black Belt

Cade brings together executive leadership, operational discipline, business intelligence and growth strategy to help advisors and wealth management firms scale more intentionally.

Turning Your Success Into Security and Freedom


The business you have built should give you more choices—not require more of your time every year.

I primarily work with two types of advisors:

The Growth-Focused Advisor

You have built a strong book and want to continue growing, but your time, team capacity, or current operating structure is beginning to limit what is possible.

You need better visibility into the business, stronger delegation, and a more consistent system for identifying and converting growth opportunities.

The Advisor Preparing for the Next Chapter

You are beginning to think about succession, liquidity, partnership, or reducing your involvement in the daily operation of the business.

You need to strengthen the organization around you so the business is less dependent on you and more scalable, transferable, and valuable.



A Platform Designed to Support What Comes Next


The Coastline Team

You Are Not Building Alone

My role is to connect the right people, resources and expertise around your business.

Depending on your priorities, that may include Coastline’s leadership, operations, financial planning, investments, retirement services, marketing, compliance, data and client service teams.

The objective is to create an integrated support system that helps you operate more effectively and focus your time where it creates the greatest value.

Meet Coastline’s Executive Leadership


Garrett Taylor

Garrett Taylor, CRPC®

Founder & Managing Partner

Garrett Taylor has a remarkable track record of growth. He founded both Coastline Wealth Management and sister company Advisor Successions in 2012. Over the last few years, his independent investment...

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David Mammina

David J. Mammina, CFP®, MBA, CRPC®

Partner & Financial Advisor Corporate Headquarters- Port Jefferson, Toms River, Woodbury

David became involved in the financial planning industry when he realized that financial literacy was an important part of everybody’s life but wasn’t being implemented or taught to anyone...

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Shiraz Zaidi

Shiraz Zaidi

Partner & Financial Advisor

As Partner and Financial Advisor at Coastline Wealth Management, Shiraz has a mission to help clients align their finances with their values, decrease financial stress, and find contentment through a comprehensive financial planning...
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Robert Calabretta

Robert Calabretta

Chief Investment Officer

As Director of Investments, Robert Calabretta brings over 25 years of institutional investment experience to the Coastline team, where he heads the Investment Committee.  Robert began his career in New York with Morgan Stanley...

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Denis O'Leary

Denis O'Leary

Director of Wealth Management Corporate Headquarters- Port Jefferson, Woodbury, Toms River

Denis recently joined the Coastline team in August 2022 as the Director of Wealth Management.   Prior to joining Coastline, Denis was a Wealth Management, Trust and Investment Executive for over Twenty-Five years...

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Cade Debus

Cade Debus

Chief Operating Officer

Cade Debus has been appointed Vice President of Operations at Coastline Wealth Management, where she leads initiatives to enhance operational efficiency, optimize advisor performance, and scale firm-wide systems to support long-term...
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Evan Carter

Evan Carter

Vice President of Finance

ecarter@coastlinewealth.com

Daniel Schwamb

Daniel Schwamb

President, Business Development

Daniel Schwamb serves as President of Business Development at Coastline Wealth Management, where he leads the firm’s advisor growth, strategic partnership, acquisition, and succession planning initiatives.In his role, Dan works with...
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Advisor Business Strategy

What Does Your Business Need to Reach Its Next Stage?

Whether you are focused on organic growth, team capacity, succession, or enterprise value, Cade can help you evaluate your priorities and determine what your business needs next.

Book a Call With Cade