Here To Help You
Turn Your Business Success Into Lasting Wealth
Our business is built on a foundation of thoughtful client relationships.
I’ve spent more than 20 years guiding entrepreneurs, executives, and families through some of the biggest financial decisions of their lives. As Managing Partner of Coastline Wealth Management, I’ve seen one consistent theme: success creates complexity.
Whether it’s growing a family’s wealth, preparing for retirement, or planning the sale of a business, my role is to simplify the moving parts and create a strategy that gives you clarity, confidence, and control.
Turning Your Success Into Security and Freedom
Every client I work with has one thing in common. You want to enjoy life today while making sure your future and your family’s future are secure.
For Individuals & Families
That often means growing and protecting wealth in a disciplined way, creating a retirement plan that provides reliable income, and ensuring a legacy passes smoothly to the next generation.
For Business Owners
Your company may be your greatest asset but also your greatest risk. I help business owners align personal wealth with business success by understanding the true value of their company, designing succession and exit strategies that maximize outcomes, and creating post-sale wealth plans that make the next chapter even stronger. Along the way, I put the right safeguards in place, from retirement plans and executive compensation to key man insurance, to protect both your business and your people..
At every stage, my goal is simple. Give you clarity, confidence, and control so you can focus on what matters most.
$4.5B
Overseeing Client Assets*
Forbes
Best-in-State Wealth Advisors 2025
20+ years
Advising Entrepreneurs, Executives, and Families
Simplifying Wealth
So You Can Focus on What Matters Most
I work with families and business owners to grow, protect, and transition their wealth with confidence. Whether you’re building long-term security, planning for retirement, creating a legacy, or preparing for the sale of a business, my role is to cut through the complexity and give you one clear, actionable path forward.
How I Help You Achieve Financial Clarity and Control
I create coordinated strategies that help families build and preserve wealth, enjoy a sustainable retirement, and transfer their legacy with confidence.
Build & Preserve Wealth
Grow your wealth in a disciplined way while protecting it against market volatility, inflation, and unexpected events, with personalized investment and tax-efficient strategies.
Retirement, Transitions & Legacy
Create a plan that provides sustainable income, minimizes taxes, and protects assets through every stage of life, from retirement to business sale to passing on your wealth. With clear strategies for succession and estate planning, we help ensure your legacy is preserved and transferred according to your wishes, maximizing its impact for future generations.
Business Value, Continuity & Post-Sale Wealth
Gain clarity on the true value of your business and create succession or exit strategies that maximize results while protecting your company with retirement plans, executive compensation, and key man insurance. After the transition or sale, we help you manage proceeds with a coordinated wealth plan that aligns with your personal goals, lifestyle, and long-term legacy.
Angela Daggett
Operations Manager & Team Leader
Beverly Schnall
Client Service Associate
Cade Debus
Vice President of Operations
Chantel Luke
Financial Advisor
Cindy Grauer
Founder & President of Client Relations
Cliff Giles
Financial Advisor
(631) 473-1888
Connor Hall
Financial Advisor
Cris O'Melia
Administrative Assistant
Tom’s River
Cris is no stranger to the financial industry. Prior to becoming a mother, she spent 18 years building a career in banking. After raising her children, she returned to the workforce at Coastline where she supports four financial...
Daniel R. Moruzzi
President & Financial Advisor
Darrell Haytaian
Financial Advisor
darrell@chesterfinancialgroup.com
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...
David J. Schnall
Financial Advisor
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...
Fran Henry
Client Service Specialist
Fran has more than 26 years of experience in the financial services industry. She has been working with Jeffrey Coffey for the last 17 years and they both joined the Coastline team in 2016. She supports Jeffrey and other advisors by...
Frederick Hill
Financial Advisor
Frederick Hill, a lawyer, is a man who firmly believes in reinvention as part of a joyous, productive life. Previously, he has worked as State Trooper in Pennsylvania, an adjunct professor, practiced law, lobbied Congress and spent...
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...
Gary J. DeLorenzo
Financial Advisor
gdelorenzo@coastlinewealth.com
Gavin Gomsak
Planner Assistant for Scott Gomsak
Gavin currently lives in Charlotte, NC where he is a full-time high school teacher teaching business. Since he holds his Series 7, 66 and Life & Health licenses, he continues to work for Scott part-time during the summer and long...
Jaclyn N. Harvey, CFP®, CRC®
VP of Financial Planning & Financial Advisor
Jaclyn entered the world of financial planning with a desire to help families achieve their financial goals through a combination of planning and education. Jaclyn specializes in creating personalized financial plans to...
Jaime Daggett
Client Services and Marketing Specialist
James Tumminelli
Financial Advisor
(631) 473-1888
JTumminelli@coastlinewealth.com
James R. Havell, CPFA®
Financial Advisor
James plays an essential role in the client experience at Coastline. He prides himself on consistency and providing superior service to his clients. After achieving his Bachelor’s degree in Business Administration from St....
Jamie Grupe
Certified Financial Planner®
Jamison Gomsak CFP®
Associate Financial Planner for Scott Gomsak
Jamison recently obtained his Certified Financial Planner designation in April 2024. He is responsible for building and updating financial plans for new and existing clients as well as on-boarding new clients into eMoney. Jamison also...
Janice Narlock
Operations Specialist
715-386-5104
Jean Kunkel
Client Service Manager
Jean has worked with Michael, Sean, and Phil out of the New York office for over three decades. Her responsibilities include overseeing asset movement, opening new accounts and updating account information. Jean also assists the...
Jerry Cohen
Health Insurance Specialist
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...
Jim Mezzetti
President | Myles Wealth Management
Joe Battaglini CFP®
Advisor
Jonathan I. Shenkman, AIF®
President, Financial Advisor & Portfolio Manager
Jonathan I. Shenkman, AIF® is the President and Chief Investment Officer of ParkBridge Wealth Management and serves as a financial advisor and portfolio manager for his clients. In this role he acts in a fiduciary capacity to...
Joseph B. Hall
Financial Advisor
Joseph Hall is a Financial Advisor with Coastline Wealth Management and works in the Garden City, NY office. Joe's passion for financial planning was passed down from his great uncle Robert Calvin Hall, the founder and president...
Juan Garcia, JD, CEPA
Financial Advisor
Julie Wendholt CFP®, APMA®, CDFA®
Certified Financial Planner
Kerry Dowd-Ferrer
Director of Operations and Client Relations
Kevin Hilbert
Financial Advisor
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...
Kyle A. Mendelsohn, CRC®
Senior Vice President & Financial Advisor
Kyle is the Managing Partner of Mendelsohn Wealth Management Group at Coastline Wealth Management. Kyle has been providing financial guidance to individuals, families, businesses, and non-profit organizations since 2002....
Laquita Turner
Client Service Specialist
Laquita Turner has over thirty years' experience as an administrator, with the last 11 years being in the financial industry. She strives to provide clients with excellent support services. Laquita is pursuing her Bachelor of Business...
Lee O'Connor
Client Service Specialist
Lori Mezzetti
Financial Advisor
Luis Neely, RICP®
Financial Advisor
Madge Hall
Client Service Specialist
Madge is a focused and energetic service professional giving 100% of herself each day to the clients of Coastline. In her role with the firm, Madge is responsible for handling client requests, managing daily office...
Mandy Stotler
Director of Client Services and Operations for Scott Gomsak
Marietta Payne
Client Service Specialist
Noelle Delorenzo
Client Services Manager
ndelorenzo@delorenzofinancialgroup.com
Patricia Cassella Smagin
Wealth Strategy Associate
Patricia is the Wealth Strategy Associate of the Russell Giammarino Wealth Management Group here at Coastline Wealth Management. Prior to joining Coastline in February 2023, Patricia has spent the past 15 years working in...
Philip Giammarino
Director, Wealth Management
Phil has been an investment advisor in Port Jefferson for more than 22 years. Phil’s mission is to provide every client with targeted, comprehensive financial advice and portfolio management...
Rachel Klippel
Client Service Associate
rachel@chesterfinancialgroup.com
Rebecca Huth
Client Concierge
Richard Barnes, CLU, ChFC
Founding Principal
Port Jefferson, NY
Richard was introduced to financial planning as a career in 1982. Armed with a bachelor’s degree and a few years of business experience, he began work with a prominent New England insurance company and fell in love...
Robert Calabretta
Director of Investments
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...
Robert Iannaccone
Financial Advisor and Paraplanner
Robert A. Lockery
Director of Retirement Plans
Russel J. Sands, CRC®
Senior Vice President & Financial Advisor
Scott Gomsak
Financial Planner
Scott offers comprehensive planning services to individuals, families and small business owners. For over 20 years, he has worked extensively with public safety professionals, primarily career Fire and Rescue personnel and Police...
Scott Raab CFF, CRPC®
Financial Planner
Sean Russell
Director, Wealth Management
Sean is a Director of Premier Wealth Management of the Russell Giammarino Wealth Management Group at Coastline Wealth Management. In serving the needs to individuals, families, businesses and non-profits, Sean focuses on asset...
Shiraz Zaidi
Partner & Financial Advisor
Stephen Mincone, CFP®, CKA®
Certified Financial Planner®
As a CERTIFIED FINANCIAL PLANNER™ professional, Stephen is bound to a fiduciary standard with all of his clients. This sets him apart from many other advisors who are not required to act in such capacity. With over a decade of...
Susan Cevette AIF®
Financial Advisor
susan.cevette@watersedgewm.com
Todd A. Hynes, CFP®
Director of Risk Management & Financial Advisor
For Todd, helping others with their finances is a privilege rather than a career. In his college days he observed how many people were uncertain about how...
Vance Brown
Managing Director
Victoria Carroll
Wealth Design Specialist
Vincent Napolitano
Financial Advisor
I can help you create a financial plan, a personalized "roadmap" that can help you solve your financial problems and achieve your short and long-term financial goals. I will work one-on-one with you to understand your current financial...
Schedule a Confidential Call with Me
Are you preparing for growth, transition, or a major financial decision?
Whether that’s retirement, a business sale, or building a lasting legacy; gain the clarity, strategy, and confidence to turn your success into lasting wealth. Don’t leave it to chance.
Let’s start the conversation!