Garrett Taylor, CRPC®
Founder & Managing Partner
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
Robert Calabretta
Director of Investments
Woodbury, Corporate Headquarters- Port Jefferson, Toms River
Denis O'Leary
Director of Wealth Management
Corporate Headquarters- Port Jefferson, Woodbury, Toms River
Steffan H. Hagendorf
Managing Director & Senior Financial Advisor
Corporate Headquarters- Port Jefferson
Todd A. Hynes, CFP®
Director of Risk Management & Financial Advisor
Woodbury, Corporate Headquarters- Port Jefferson
Stephen Mincone
Financial Advisor
Woodbury, NY; Corporate Headquarters - Port Jefferson; Charlotte, NC
James R. Havell
Financial Advisor
Corporate Headquarters- Port Jefferson
Frederick Hill
Financial Advisor
Joseph B. Hall
Financial Advisor
Woodbury
Vincent Napolitano
Financial Advisor
Fran Henry
Client Service Specialist
Woodbury
Madge Hall
Client Service Specialist
Woodbury
Cris O'Melia
Administrative Assistant
Tom’s River
Saranto Calamas, CPA
Certified Public Accountant
Corporate Headquarters- Port Jefferson
Kevin Hilbert
Investment Advisor Representative
Corporate Headquarters- Port Jefferson
Jerry Cohen
Health Insurance Specialist
Corporate Headquarters- Port Jefferson
Sasha Kemnitzer
Corporate Headquarters- Port Jefferson