Garrett Taylor, CRPC®
Managing Partner & Financial Advisor
Corporate Headquarters- Port Jefferson, Woodbury, Toms River
Shiraz Zaidi
Partner & Financial Advisor
Corporate Headquarters- Port Jefferson, Woodbury, Toms River
David J. Mammina, CFP®, MBA, CRPC®
Partner & Financial Advisor
Corporate Headquarters- Port Jefferson, Toms River, Woodbury
Cindy Grauer
Founder & Financial Advisor
Corporate Headquarters- Port Jefferson, Naples, Woodbury, Toms River
Todd A. Hynes, CFP®
Director of Risk Management & Financial Advisor
Woodbury, Corporate Headquarters- Port Jefferson
Stephen Mincone
Financial Advisor
Woodbury, Corporate Headquarters- Port Jefferson, Toms River
Frederick Hill
Financial Advisor
Joseph B. Hall
Financial Advisor
Woodbury
Vincent Napolitano
Financial Advisor
Stephanie Barresi
Senior Client Service Specialist
Corporate Headquarters- Port Jefferson
Fran Henry
Client Service Specialist
Woodbury
Madge Hall
Client Service Specialist
Woodbury
Cris O'Melia
Administrative Assistant
Tom’s River
Casey B. Mitchell
Administrative Assistant
Corporate Headquarters- Port Jefferson
Saranto Calamas, CPA
Certified Public Accountant
Corporate Headquarters- Port Jefferson
Joseph Nupieri
Property and Casualty
Corporate Headquarters- Port Jefferson
Kevin Hilbert
Investment Advisor Representative
Corporate Headquarters- Port Jefferson
Jerry Cohen
Health Insurance Specialist
Corporate Headquarters- Port Jefferson
Mike Coffey
Licensed Field Assistant