Our Team

Chantel Luke, a Financial Planner, has worked in the industry for over 15 years. She enjoys helping clients and understanding what is most important to them.She likes taking clients through the financial planning process and providing education. Chantel lives in Stillwater, MN with her husband, Taylor, and their three girls. She is originally from South Dakota and enjoys visiting familyfrom there. Chantel loves golfing, planning parties, time with family and friends and visiting her cabin in Stone Lake, WI. Chantel is the President for the Afton-Lakeland Elementary PTA, serves on the Board of Directors for YMCA in Hudson, WI and is very active in her church, Shepherd of the Valley. 

Clifford Giles specializes in helping clients make the most of investment plans, including education funding and personalized retirement strategies. Cliff joined the Coastline team in 2023, with experience from several other firms including Chase, J.P. Morgan Private Bank, and LPL Financial. Cliff holds the Series 6, 7, 63 and 65 licenses. Cliff also has an AAS Degree in Applied Sciences from Nassau Community College specializing in Cardiopulmonary Sciences. 

Cliff has been married to his wife, Claire, for 50 years and they have a son Craig, who lives and works in Vermont. Outside of work Cliff enjoys spending time with his Vermont family and friends. He is an active member of several local boards and enjoys playing golf and tennis with his grandchildren.

1303 Main Street Port Jefferson, NY 11777

With a robust tenure exceeding three decades, Daniel R. Moruzzi stands as a beacon of expertise in the financial advisory landscape. As a Financial Advisor at Coastline Wealth Management, Daniel has not only navigated the complexities of the industry but has also been the architect behind the success of two diverse small businesses. His profound understanding of the intricacies of closely held businesses empowers him to offer tailored Retirement and Estate Planning solutions that resonate with the aspirations of his clientele.

Daniel’s collaboration with businesses extends to the meticulous crafting of Pension Plans/401K’s, Employee Benefit Programs, and Accumulation and Distribution Investment planning. Ensuring a harmonious alignment with their long-term vision. His credentials as a licensed Agent across Life, Health, and Property & Casualty, are complemented by his securities licenses, including Series 6, 63, & 65.

His professional journey is marked by prestigious accolades such as MDRT and Court of the Table recognitions, the latter signifying the pinnacle of professional excellence, client service, and ethical standards. Along with multiple Elite Equity recognition conferences from his Field Representative time with the Guardian and National Life Ins. Co’s. Daniel’s consistent performance has been honored with multiple Presidents Council designations and an impressive eight-time membership in the Leaders Club recognition.

Daniel’s previous affiliation with the National Network of Accountants underscored his commitment to enhancing accounting practices through comprehensive financial planning services. His strategic insights in Business Continuity, including Qualified and Non-qualified planning techniques, have been instrumental in propelling clients toward their financial objectives.

Beyond his professional endeavors, Daniel’s life is enriched by his marriage to Ellen, their three children, and the joy of three grandchildren. An avid enthusiast of fishing, golfing, and basketball, he finds balance in leisure and is deeply rooted in his community through active church involvement.

Qualifying membership in the MDRT/Court of the Table is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.

Darrell Haytaian specializes in helping individuals craft tailored financial and retirement plans, develop effective strategies, and manage investments. With over 30 years of experience in the financial industry, Darrell empowers his clients to confidently pursue their financial and life goals, offering steady guidance even in volatile market conditions.

Darrell earned his Bachelor of Science Degree in Accounting, graduating Cum Laude, and quickly went on to obtain his Certified Public Accountant (CPA) license. He holds the Series 7 (General Securities) and Series 66 (Uniform Combined State Law) securities licenses, underscoring his deep expertise in financial planning and investment management. Before founding Chester Financial Group, Darrell honed his skills at PricewaterhouseCoopers and Axa Advisors, where he gained invaluable experience in wealth management and advisory services.

As a Registered Representative with Kestra Investment Services, LLC, and an Investment Advisor Representative with Kestra Advisory Services, LLC, Darrell currently manages over $125 million in client assets. His commitment to excellence has earned him recognition in New Jersey Monthly Magazine as a recipient of the prestigious "Five Star Wealth Manager Award" from 2013 through 2025.

Outside of his professional endeavors, Darrell values spending time with his family, enjoying rounds of golf, and contributing to his community. He is an active member of his church, where he leads Bible studies, and takes great joy in exploring new places with his wife and children.

Honest, compassionate, and driven by a genuine desire to help others, Darrell regularly donates his time to support his church and the broader community, embodying the values of service and integrity that are central to his life and work.

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 he spoke with. He wanted to be able to help people strive to be their best individually and financially.

In order to reach his goals of helping people, David received his B.S in Business Administration from St. Joseph ‘s College in Patchogue, NY.  He went on to complete his MBA in Personal Financial Planning from Molly College in Rockville Centre, NY graduating in 2009 with Honors.  In June of 2010 he became a CERTIFIED FINANCIAL PLANNER™ practitioner.

David stands out in the industry because he cares deeply about each client’s unique financial situation.  It is not a one size fits all world, and David takes that to heart.  David says that his favorite part of his day to day is when he gets to speak with clients, and find out what is going on in their lives.

David has been in the financial planning industry since January 2007 and is of the understanding that learning and keeping up to date should never take a back seat.  The industry changes so rapidly that it is important to stay on top of everything that happens in finance and the world.

David was raised in Miller Place, located on Long Island NY.  He grew up taking an active role in his family’s small business.  He now resided in Rocky Point with his wife Roseann.  When he isn’t helping clients with their finances, David and Roseann enjoy spending time with each other traveling and visiting friends and families.

Jaclyn entered the world of financial planning with a desire to help families achieve their financial goals through a combination of planning and education. specializes in creating personalized financial plans to guide her clients through the difficult path toward financial success.

Jaclyn strives to develop long-term relationships with her clients, working one-on-one with every individual to understand their current financial situation and financial goals for the future. Through each stage of life, will continue to provide counseling to help her clients make the best decisions for themselves and their families.

Jaclyn is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned her M.S. in Finance with a concentration in Financial Planning through Saint Joseph’s University, and her B.A. in Economics from Stony Brook University. She has also earned the designations of Certified Retirement Counselor (CRC®) through the International Foundation for Retirement Education (InFRE). Jaclyn holds the FINRA Series 7 and Series 66 securities registrations, as well as life and health insurance licenses.

RECOGNITION:

Jaclyn has been named one of Long Island's Top 50 Women in Business by Long Island Business News in 2024.

James Tumminelli specializes in helping clients make the most of investment plans, including education funding and personalized retirement strategies. James joined the Coastline team in 2023, with experience from firms including Morgan Stanley, Chase, J.P. Morgan Private Bank, and LPL Financial. James holds the Series 7 and 66 licenses.

James and his wife Nicolle have 2 children. Gio, 3, and Luca, 6, keep them on their toes.

1303 Main Street Port Jefferson, NY 11777

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. Joseph’s University New York he went on to further study abroad at the University of Gloucestershire, where his vigorous financial program led him to his career start at the Swedish firm Handelsbanken in London.

He holds his series 7, 66 and is a licensed insurance broker & Certified Plan Fiduciary Advisor . James's focus is to showcase his diverse, hands on skills to formulate a strong relationship with his clients. James’s international experience coupled with his time spent working for Raymond James in Manhattan has allowed him to build a well rounded understanding of client needs in formulating a financial plan for their futures.

Outside of work, James is a qualified skipper, avid skier, boxer and travel enthusiast . He enjoys being on the water whenever possible. On weekends, he is studying for his CFP designation whilst exercising and being with his family, friends and dogs. 

Jamie Grupe, a Certified Financial Planner ®, has worked in the industry for over 25 years. He is passionate about helping clients reach their financial goals. Jamie started his career in banking and has over 45 years’ experience in tax preparation. His unique experience allows him to advise clients in numerous areas. Jamie has a personal focus on charitable giving and serves on two non-profit Boards of Directors: River Valley Charities and Phoenix Residence Group. Jamie and his wife, Carolyn, live in Hudson, WI and enjoy playing cards, golfing and spending time at their cabin on Balsam Lake with family.

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 assists with investment research, trading and Envestnet model portfolio adjustments.

Jim Mezzetti is a financial advisor who works with families, business owners, and multi-generational households seeking to grow, protect, and transition their wealth. He focuses on helping clients make high-impact financial decisions with clarity, structure, and long-term strategy.

Jim’s work often centers around business owners and successful families who are building wealth while also thinking about succession, retirement, and legacy planning. He helps coordinate complex financial decisions across investments, insurance strategies, and tax-efficient planning, ensuring every piece of the financial picture works together toward long-term goals.

His approach emphasizes strategic leadership and disciplined planning. Clients value Jim’s ability to simplify complex decisions, provide steady guidance during major financial transitions, and help families build plans designed to last across generations.

Outside of the office, Jim enjoys spending time with his family and staying active in the community. He values strong relationships and brings that same commitment to the families he serves.

Joe has extensive experience in all areas of taxation - including individual, estate & gift, corporate & partnership. In addition, he is the trusted business advisor to many high net worth individuals, entrepreneurs, and senior corporate executives.

Joe focuses on helping businesses and individuals work towards four cornerstone goals: creating, accumulating, protecting and eventually transferring their wealth. He truly believes in providing his clients with comprehensive wealth management services, looking at the whole picture (tax, investments, retirement, insurance, etc.), and he understands that being a financial advisor is more than just a business relationship. He knows it is essentially a partnership, so he takes the time to really get to know his clients as he want them to feel that they are his only client. He has a true devotion to his work and always keeps his clients' best interests as his number one priority. He is also highly involved in his community and spends much of his time in service to faith and charity groups.

Joe, Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™, holds a Masters Degree in Taxation from Drexel University, and an undergraduate degree from St. Joseph's University. In addition to his professional accomplishments, Joe serves on many non-profit boards and donates his time to youth endeavors. In his free time, Joe enjoys golf, collecting wine, bonding with friends and family and enjoying the many facets of Italian culture.

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 help his clients achieve their financial goals.

Jonathan has spent his entire career in the investment business. Before starting ParkBridge Wealth Management, Jonathan was the Director of Investments at Oppenheimer & Co. Inc. based in New York City. In this role he oversaw manager and stock selection, investment due diligence, portfolio management, financial planning, as well as the development of Investment Policy Statements (IPS) on behalf of his institutional and retail clients.

Prior to his decade long tenure at Oppenheimer, Jonathan spent time at both Morgan Stanley and Merrill Lynch, where he led a team that worked with entrepreneurs, real estate investors, athletes, entertainers, hedge fund executives, and partners at major law and accounting firms. He also spent time in the research department for several buy-side investment boutiques.

Jonathan is a thought leader in his field. He has facilitated over 250 symposia geared towards accountants, attorneys, and financial planning professionals on the latest topics in personal finance. He is prolific writer, with works published in Barron's, Bloomberg, CCH, CNBC, Forbes, Fortune, Kiplinger, MSN, NASDAQ.COM, Leimberg Information Services, Real Simple, TaxStringer, WealthManagement.com, The Jewish Press, Trust & Estates, The CPA Journal, The Wall Street Journal, US News & World Report, and Yahoo! Finance. He is also the recipient of the 2018 Rising Star award through Trust & Estates and serves as a Wall Street Journal Expert Panelist.

Passionate about giving back, Jonathan is a supporter of various local, national, and international Jewish organizations and philanthropies. It is because of this passion that he especially enjoys sharing with clients his framework for giving and leaving a legacy.

Jonathan received a Bachelors of Science in Finance from Yeshiva University, and an MBA with a concentration in Real Estate from Baruch College. He is also an Accredited Investment Fiduciary®.

Jonathan lives in West Hempstead, NY with his family and enjoys documentaries, road trips, and is also a semi-retired matchmaker.

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 of the Pittsburgh Stock Exchange in 1907. This history gives Joe a unique perspective of preserving family wealth and values across generations. He began his business career as a successful entrepreneur, holding senior management positions in the advertising, promotions and real estate Industries prior to entering the financial industry in 2004.

Joe is passionate about working with his clients and wants them to experience financial confidence now and in retirement. He will look at your entire financial picture, ask targeted questions, and listen closely to your answers. Joe wants you to feel confident that the advice he provides reflects your unique financial dreams and goals.

Joe holds a degree in marketing and finance from the University of Northern Colorado. He and his wife reside in Garden City, NY, where they also raised two daughters. They enjoy spending quality time with family and friends. Joe is always ready to lend a helping hand when needed.

Joe has General Securities Representative Series 7, Uniform Combined State Law Exam Series 66 and is licensed to offer Life, Disability, Long Term Care and Medicare Supplemental Insurance. He is New York Long Term Care Partnership Certified.

As both a practicing attorney and financial advisor, Juan bridges the gap between law and wealth, giving clients one quarterback who speaks every language in the deal: legal, tax, and financial. His philosophy is simple: Solutions first. Products last. No sales pitch. No guesswork. Just strategy, documentation, and disciplined execution.

As a Certified Exit Planning Advisor (CEPA) and former M&A attorney and banker, Juan guides clients through sales, successions, and complex transitions. He coordinates CPAs, attorneys, lenders, and insurance specialists so every decision is cohesive, compliant, and designed for maximum after-tax results.

Julie is a values-based financial advisor who brings clarity, calm, and confidence to people navigating
major life transitions, especially women going through divorce.

As a Certified Financial Planner® (CFP®) and Certified Divorce Financial Analyst® (CDFA®), Julie
specializes in helping clients move forward with financial strategies that reflect both their values and
their long-term goals. Many of her clients come to her during emotionally complex seasons of life,
and they’re looking for more than just investment advice. They want someone they can trust to
listen, guide, and act on their behalf.

She uses a straightforward three-bucket investment framework that helps clients understand how
their money is working for them

1. Short-Term: Cash and money market assets to cover immediate needs
2. Mid-Term: Stocks and bonds to grow steadily and outpace inflation
3. Long-Term: A diversified portfolio designed to let it rip and generate long-term gains over
time, even when the market fluctuates.

Julie also align portfolios with personal values through ESG investing, which blends economic,
fundamental, and global analysis with an emphasis on responsible, intentional strategies. Many of
her clients aren’t interested in managing day-to-day decisions. They trust her to use discretion and
keep their financial plan on track so they can focus on their families, careers, and next chapter.
Clients often describe Julie as “chill, Birkenstocks, and values-based investing.” She takes that as a
compliment.

If you're looking for a financial partner who brings clarity without the pressure, who understands
both the numbers and the emotions, and who can translate complexity into peace of mind, Julie would love
to connect.

As a dedicated financial advisor with over 15 years of experience, Kevin specializes in guiding Communication Workers of America union employees, particularly those retiring from Verizon Communications. Having spent his career at Verizon in various roles—from operator to customer service representative, construction, installation and repair, Kevin possesses an in-depth understanding of the benefits package and retirement options available to his clients. His journey began on Wall Street as a stockbroker in the early 90s, but he chose the stability of a union job to better support his family. This decision led him to New York Telephone/Verizon, where he gained invaluable experience and insight into the financial needs of his fellow employees.

In 2010, Kevin transitioned back into the financial services industry, establishing an office in Wading River, New York, with Total Retirement Security. After four years, he joined Coastline Wealth Management, where he has continued to grow as a financial investment advisor, managing a wide range of financial products and services.

Having helped countless Verizon employees achieve their retirement dreams, Kevin understands the hard work and dedication that goes into securing a comfortable retirement. His family is deeply rooted in Verizon, with his wife, sister, and mother all being retired employees. This unique perspective allows him to empathize with his clients' journeys and challenges. Kevin is passionate about ensuring that his clients are well-informed and protected, as he has witnessed too many friends and colleagues misled in their retirement planning. Kevin's mission is to provide the guidance and support necessary for a secure and fulfilling retirement.

Exploring your potential, growing your dreams, and helping deliver the life you seek is Kevin’s passion. His underlying goal is to nurture long-lasting, lucrative and productive relationships with each one of his clients.

Kevin has over 35 years of experience helping clients achieve their financial goals. Kevin joins us from American Portfolios and has worked at Citicorp Investment Services, as well as Merrill Lynch and LPL Financial. Kevin focuses on building strong relationships and understanding each client’s needs and risk tolerance. He believes that education is the core of a successful relationship. Kevin helps his clients navigate retirement planning, saving for education and legacy planning. He enjoys helping clients meet and exceed their financial goals. His motto, It’s not about personal goals or accomplishments, its about helping others realize their goals and dreams.

Kevin lives in Ronkonkoma, with his wife Leah, children Marisa and Michael and their dog Miles.

Kyle is the Managing Partner of Mendelsohn Wealth Management Group, where he has been offering financial guidance to individuals, families, businesses and non-profit organizations since 2002. He firmly believes that education is the key to long-term financial success and is dedicated to establishing a robust foundation of financial literacy with each of his clients. Recognizing the uniqueness of every individual’s financial landscape, Kyle takes a holistic approach in evaluating all of his client’s individual needs. 

Prior to joining Coastline in February 2021, Kyle and his team dedicated four years at Lincoln Investment from 2017 to 2021. Notably, Lincoln Investments acquired The Legend Group in 2017 where Kyle and his team worked from 2002 to 2017. A native of the Port Jefferson area, Kyle earned a BBA in Accounting from Hofstra University. He is a Certified Retirement Counselor and holds licenses including the Series 7 General Securities License, the Series 63, 65 and Insurance licenses. 

Kyle, along with his wife Stephanie, resides in Port Jefferson and actively participates in community service by volunteering with several local charities. Beyond his professional life, Kyle is an avid football fan. He cherishes quality time with his family engaging in outdoor activities, golfing, travelling and attending live music events.

Lori Mezzetti works closely with individuals and families to help them build strong financial foundations and implement strategies that support long-term security. She serves as a day-to-day resource for clients, helping them navigate important financial decisions with clarity and confidence.

Her work focuses on strategies that help families protect their income, build tax-efficient savings, and create flexible financial systems they can rely on throughout their lives. Lori frequently helps clients implement Bank on Yourself® style strategies and other planning tools designed to provide stability, liquidity, and long-term control over their financial future.

Clients value Lori’s accessibility, organization, and proactive communication. She plays a key role in guiding clients through the implementation of their financial plans and ensuring the ongoing details are handled with care and consistency.

Outside of work, Lori enjoys spending time with her family and staying involved in her local community. She is known for building lasting relationships with clients and being a trusted resource whenever questions arise.

Megan Caulfield is a CERTIFIED FINANCIAL PLANNING™ professional with over 17 years of experience in Financial Planning. Her mission as a CFP® is to deliver ongoing, personalized, and custom Financial Planning services. She accomplishes this by following the Financial Planning process and addressing all Financial Planning advice topics to include Cash Flow, Net Worth, Taxes, Insurance, Estate Planning, Retirement Planning, Investment Advice and more.

Phil has been an investment advisor in Port Jefferson for more than 27 years. Phil’s mission is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity. His extensive investment experience helps him structure portfolios that are balanced in order to negotiate major shifts in the markets. He is dedicated to helping individuals, business owners and plan participants meet their long-term goals by developing personalized plans tailored to their specific needs and objectives.

Prior to joining the Firm, Phil has worked as a Financial Advisor at UBS Financial Services and Wells Fargo Advisors. He holds a B.S. in Finance from Syracuse University. Phil grew up in Port Jefferson and currently lives in Bellmore with his wife Denise, and daughters Samantha and Emily.

Robert Iannaccone is a Financial Advisor at Coastline Wealth Management, where he helps growth-minded professionals, families, and business owners bring clarity, structure, and intention to their financial lives. His approach is grounded in the belief that meaningful, long-term success starts with a solid foundation.

Robert began his career in the financial planning industry in 2024. He earned a Bachelor of Science in Finance from Bentley University, with minors in Accounting and Business Administration and a concentration in Financial Planning. He is currently pursuing his CFP® certification and holds the Series 7 and Series 66 registrations, along with Life, Health, and Accident Insurance licenses

Robert focuses on comprehensive, goal-based financial planning, working with clients to create practical systems around retirement planning, investment management, risk management, and long-term wealth building. He is known for his thoughtful, systems-driven mindset and his ability to simplify complex financial decisions so clients can move forward with confidence.

With a strong foundation in financial analysis and planning, Robert takes pride in building strategies that are not one-size-fits-all. He believes financial planning should be personal, disciplined, and adaptable as life evolves. Education and transparency are central to his process, and he works closely with clients to ensure they understand not just what they are doing, but why.

Robert also shares his perspective through his LinkedIn newsletter, Financial Planning: The Blueprint of Life, where he writes about building durable financial plans with structure.

Long Island native, Robert resides in Manorville with his family. Outside of the office, he enjoys staying active in the gym and spending time by the ocean.

Robert A. Lockery (Bob) has over 19 years’ experience in the Financial Services industry working with business owners, government agencies, non-profit organizations, and their employees in creating and promoting a top tier qualified retirement plan with extensive experience in 401(k), 403(b), 457-governmental, and Top Hat plans.

Bob’s focus is to work very closely with plan fiduciaries to help ensure that they optimize their retirement plan offerings to their employees while assisting them in meeting their obligations and utilizing best practices.

As part of this process Bob also works with plan participants in group settings as well as individual meetings addressing their retirement readiness. This includes reviewing a participant’s numbers, answering questions, and assisting participants with making choices regarding their interaction with their employer provided retirement plan.

Starting his financial services career in customer service, Bob learned early on about importance of trust, effective communication, research, and simplistic explanations as these traits are much appreciated by clients.

Bob is a member of the New Haven Chamber of Commerce, Bridgeport Regional Business Council (BRBC), and currently serves as the Southern Connecticut State University Alumni Association Treasurer. He also serves his local community sitting on the planning and zoning appeals board.

Bob has a Bachelor of Science Degree in Business/Corporate Communication. He maintains his Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Exam), Series 63 (Uniform Securities Agent State Law Exam), and Series 24 (General Securities Principal) licenses and is licensed for Life and Health Insurance in CT and NY.

Bob’s favorite activities are spending time with his family and coaching softball. He coaches girls’ fast pitch softball and a slow-pitch team for men in his home town of North Haven.

Russel has over 40 years of experience as a retirement specialist working with clients to help them achieve retirement readiness. His mission is to assess, design, and manage a life-long retirement program for his clients, and his experience has afforded him an extensive understanding of different retirement plans, taxation, and Social Security. 

Russel obtained his Bachelor of Science in Business from Towson State University. He has also earned the designation of Certified Retirement Counselor (CRC®) through the International Foundation for Retirement Education (InFRE).

Russel is married with two children, and he serves his community as an active member of the Port Jefferson Lions Club. In his free time, he enjoys staying active by skiing, hiking, and playing volleyball. 

Scott Gomsak, a Financial Planner at Coastline Wealth Management, 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 officers. Scott joined Coastline in 2024 and has over 30 years of experience in the financial services industry, including over 25 years as a Financial Planner and 6 years in banking.

His mission is to develop a meaningful relationship with each client in order to gain a deeper understanding of what is most important to them, and then use our holistic planning approach to build a plan that helps them achieve their goals and protect what they cherish most.

Scott supports Young Life of Carroll County, Generosity Global, and Montgomery County Career Fire Fighters Charitable Foundation. Scott resides in Sykesville, MD with his wife of over 25 years, Sheila. They have 3 sons, Jamison, Gavin, and Carter, as well as 2 dogs and 1 cat. He tries to keep father time at bay by playing indoor soccer, running trails, and working out several times a week.

Scott Raab, a Financial Planner at Coastline Wealth Management, offers comprehensive planning services for individuals. While he has a holistic approach to Financial Planning, he focuses on Investments, Life and Long-Term Care Insurance, Estate Planning & Tax Reduction Strategies. Most importantly, Scott provides the education and tools necessary to develop a financial plan for your lifestyle and to help you reach your long-term life goals. Scott has been a Financial Planner since December of 2000. Scott has been an approved Smart Vestor Pro* through Dave Ramsey Solutions since 2017.

His mission is to help clients navigate the stock market and the ever-changing landscape of investments and planning to their advantage and not be fearful of the unknown.

Scott currently resides in Hanover, PA with his always better half Karen. Scott and Karen have four daughters, Raine, Madison, Molly, and Rylie. In addition to being a Financial Planner, Scott is also a Chef and in his free time, he cooks, rucks, runs and sometimes does OCR's. Most of the time is quality time spent with his family.

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 allocation, financial planning and wealth transfer strategies, as well as group retirement plan solutions.  Sean has earned the trust and confidence of his clients by understanding their goals and developing customized strategies to meet their objectives.

Prior to joining Coastline Wealth Management in March, 2020 with his team, Sean served as First Vice President - Investments  with UBS Financial Services from April, 2011 to March, 2020.  Prior to working at UBS, Sean was with Wells Fargo Advisors.     

Sean was born and raised in the Port Jefferson area and went on to receive a BA in History from Boston College and a Juris Doctor from Catholic University’s Columbus School of Law.   Prior to becoming a Financial Advisor he was an Assistant District Attorney in Brooklyn, NY.

Sean is a Certified Retirement Plan Specialist and maintains his Series 7 – General Securities Representative license, 63, 65 and insurance licenses.

Sean is active in his community.  He is/has served as volunteer Committee Member of Alternatives for Children.  Sean and his wife, Lauren, have four children:  Emma, Molly, Kieran and Siena. When he is not working with clients, he is an avid hockey fan and enjoys spending time with family, hiking, running, skiing, and golf.  Sean has completed eight marathons.

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 process. Starting his career at JPMorgan Chase, Shiraz spent 7 years overseeing four locations on Long Island and a team of over thirty individuals. That knowledge and experience is the backbone he leans on today as he leads operations at Coastline to ensure the best tools and resources are available to his team and to those they serve.

In 2022, Shiraz was recognized by Finance & Investing magazine as one of the top 50 financial advisors of New York.  In 2021, Shiraz was featured in the Top 100 Finance Magazine and aspires to continue being a leader in the industry. In addition to his work within the firm, he is a strong advocate of helping those in need and spends much of his time volunteering, raising awareness and giving back to his community. Shiraz is an avid traveler and enjoys stepping out of his comfort zone. He believes that life is a journey that we must learn to savor, cherish, and treasure.

_{*Advisor did not pay a fee to be considered in third party rankings or acknowledgements. Inclusion in these rankings is not indicative of the advisor's future performance.}

Over the past 20+ years, Susan has worked closely with women to help them take control of their financial futures. Too often, traditional financial services overlook what matters most: the desire to feel heard, supported, and understood on your financial journey. She begins every relationship by listening and creating plans that are deeply personalized and designed to evolve alongside your life.

With an MBA from the University of St. Thomas and credentials as an Accredited Investment Fiduciary (AIF®), Susan brings tested experience and clear guidance to every client relationship. She's been recognized as a Five Star Wealth Manager for six consecutive years, and was named one of Finance & Commerce’s “Top Women in Finance” in 2022. What motivates her most is the connection she builds with each client and the opportunity to make a meaningful difference in their lives.

Minneapolis is home to Susan. It’s where she spends time with her adult children and shares a love of the arts. They inspire her daily to keep building a practice where women can feel confident in their choices and connected to their wealth.

Tim Longo is a Senior Financial Advisor with over 25 years of experience in Wealth Management. Tim currently holds the Series 7 and Series 65 securities licenses, as well as NYS Life/Variable insurance licenses. Tim provides holistic and comprehensive financial guidance for his personal and institutional clientele. His extensive expertise and commitment to client success are the cornerstones of his practice. 

Tim resides in Northport with his wife, Alisa, and his three children, Timmy, Gabriella, and Angelina.

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 to manage their finances. His own parents needed help as they prepared for their retirement, and that spurred him into a career in the financial services industry. He attended the New York Institute of Technology, studying economics and later gaining his CFP® designation. For more than three decades, Todd has been doing what he loves. He attributes his success to putting the needs of his clients first and serving not only as a financial advisor but also as an educator and confidante. 

Outside of the office Todd enjoys travelling with his wife and two children, playing golf, and enjoying all the experiences Long Island has to offer.

There are a number of organizations he proudly to supports, including St. Jude Children’s Research Hospital, Disabled American Veterans, Unbound, Make-A-Wish and Cohen Children’s Hospital.

Vance Brown has over 30 years of experience managing equity investments through various cycles using the same concentrated, research-focused investment approach. He joined Coastline as a Managing Director and Portfolio Manager in 2023. Before joining Coastline, Vance was a Managing Director and Portfolio Manager with Williams Jones Wealth Management from 2012-2023. Prior to that, he founded Grisanti, Brown & Partners in 1999 and was a member of the investment team until 2012. From 1998-1999, he was a Managing Director and Portfolio Manager at Spears Benzak Salomon & Farrell and was a Vice President at Greenhaven Associates from 1995-1998. 

Vance was the Executive Vice President and Associate Publisher of the Herald Publishing Company, a newspaper holding company, from 1990-1995. In addition, he was a senior analyst at Prudential-Bache Securities from 1986-1990 covering broadcast, cable, radio and print media.

Vance earned a B.A. with Honors from Brown University in 1985.

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 situation and your financial goals. I will then design and help you implement a financial plan that is customized to your needs. I attended Stony Brook University and earned a Bachelor of in Business Administration. I hold FINRA Series 6, and 63 securities registrations and life and health insurance licenses.

As a Senior Sales Support Specialist and Operations Manager, Angela plays an essential role in the day to day operations of Coastline Wealth Management. Angela has 22 years of financial operations experience, starting at SW Bach and Company as an Administrative Assistant. Through her experiences at the firm, she was promoted to Senior Sales Assistant, Assistant Operations Manager and then Executive Assistant for almost 10 years. After staying home with her daughter until she was 5 years of age, Angela then reentered into the financial industry at Royal Alliance for 10 years as an Executive Assistant and Operations Manager. There, she worked diligently studying for her financial licenses while raising a daughter and working full time. Angela holds her series 7, 63 and SIE.

Outside of work, Angela enjoys spending time with her family and her dogs, cooking and traveling.

Beverly Schnall is a Client Service Associate and acts as assistant to David Schnall. Before coming to work for David, Beverly spent much of her career in the insurance industry as a client service representative. She was also employed at the Northport VA Hospital and enjoyed helping and supporting our nation's veterans. Beverly grew up on Long Island and currently resides in Rocky Point, NY with her fiancé Vin and dog, Sonny. In her free time she enjoys everything beauty, traveling, eating, spending time and making memories with her family.

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 advisors by coordinating all client affairs.

Born and raised in New Jersey, Cris has a friendly disposition and enjoys getting to know the firm’s clients on a personal level.

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 managing day-to-day client interactions and completing various administrative tasks.

Fran currently lives in Dix Hills, New York with her husband and son.

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 holiday breaks. He is well-versed in eMoney and Envestnet and provides additional planning and investment support to the team throughout the year as needed.

Janice is our Special Projects Coordinator and Tax Professional. She has over 20 years of financial, tax and accounting experience. She is a wonderful resource for connecting financial decisions with tax strategies.  Janice and her husband, Rob, live in Roberts, WI and have two adult children and one grandson. Janice speaks fluent Spanish and enjoys the customs and cooking of the Hispanic and other foreign cultures. She enjoys playing piano, working with her horse, traveling and spending time with family and friends.

Jean has worked with 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 advisors with monitoring dividend and interest payments as well as cost-basis information and performs all administrative tasks. She excels at simplifying complex regulations and investment processes for clients, and providing guidance to administrative support professionals.

Kerry Dowd-Ferrer is a highly motivated Director of Operations and Client Relations at Coastline Wealth Management, bringing over 20 years of expertise in insurance and financial services to our team. With a keen eye for detail and a passion for client satisfaction, Kerry plays a pivotal role in ensuring seamless interactions and addressing client needs with expertise.

Kerry’s background and skills in client service are evident in her ability to handle inquiries efficiently and provide insightful solutions. Her outgoing and collaborative approach, combined with a deep understanding of products, broker-dealers, agents, and carriers, ensures that she effectively addresses client needs and builds lasting relationships. Her commitment to maintaining high standards of service and her proactive approach make her a valuable asset to our team. At Coastline Wealth Management, Kerry’s contributions help enhance our client relationships and support our goal of offering outstanding financial guidance.

Kerry resides with her family on Long Island. In her free time, she loves to bake and travel.

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 Administration degree at Kennesaw State University with the projected completion date of December 2024.

She enjoys working in the yard and exercising. She and her husband live in Dallas, Georgia. 

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 activities, and supporting three financial advisors fulfilling all administrative duties.

She attended Brooklyn College for Liberal Arts and Pace University, studying accounting. Prior to joining the Coastline team, she gained 22 years of experience in banking before entering the financial services industry.

Born and raised in Brooklyn, Madge enjoys spending time with her husband and son now living in Bellmore, NY. Her other interests include event planning, shopping, and learning new things.

Mandy handles all client service needs, coordinates and schedules client meetings and reviews, and is responsible for handling all aspects of the new account opening process. She is often the primary point of contact when clients call for service-related needs and she has worked with Scott Gomsak for 10 years providing first class service to him and his clients.  

Marietta is our Client Service Specialist and is passionate about providing our clients with an exceptional experience. She enjoys learning about retirement planning, investment strategies, as well as other areas of financial planning. Marietta lives in Stillwater, MN with her husband, Sam. In her free time, she enjoys spending time with family and friends, exploring new restaurants, an occasional trivia night, boating on the St. Croix River and taking workout classes. 

Noelle’s responsibilities are office management, applications, and client on-boarding. She is also responsible for the execution of business processing for investments and insurance products. Noelle is well organized and reliable with a strong work ethic.

Noelle holds a Bachelor of Science in Education from SUNY Fredonia and in 2019 she has obtained her NY State License for Life, Accident, & Health Insurance.

Rebecca is our Client Concierge. She is the smiling face when you walk in the door and the helpful voice answering your calls. Rebecca enjoys getting to know our clients on a personal level and making sure everyone feels comfortable and that their needs are being met. She has lived in Hudson for over 20 years, and is passionate about teaching, singing and accompanying music in the area. Rebecca and her husband, Maynard, have five children. In addition to spending time with her family, she enjoys volunteering, reading and the outdoors.

Victoria serves as our Wealth Design Specialist & Marketing Coordinator.  Victoria holds a Series 6, 63, and 7 registration through Kestra Financial. Victoria’s principal role is to assist Joe Battaglini with all things financial planning related, retirement planning, client account management & transfers, as well as client communication satisfaction. Victoria also assists in helping his team out with technical assistance and operations, as well as working with everyone on all levels of client service and fulfillment.  

Victoria graduated from West Chester University with a Bachelor's degree in Business Management, with a focus in Accounting.  In her free time she enjoys spending time with her loveable Goldendoodle, LuLu, family and friends!