Executive Team

Executive Team

Cindy Grauer

Cindy Grauer

Founder & Financial Advisor

Corporate Headquarters- Port Jefferson, Naples, Woodbury, Toms River

Garrett Taylor

Garrett Taylor, CRPC^®Founder & Managing Partner

Corporate Headquarters- Port Jefferson, Woodbury, Toms River

Jeff Coffey

Jeffrey M. Coffey, CFP^®Senior Vice President & Financial Advisor

Woodbury

Richard Barnes, CLU, ChFC

Richard Barnes, CLU, ChFC

Founding Principal

Port Jefferson Station