# Coastal Wealth

> Coastal Wealth is a financial services firm in Florida, Georgia, Texas, and the Carolinas. Join a firm that offers institutional resources with independent flexibility.

Coastal Wealth is a financial services firm associated with MassMutual headquartered at
1000 Corporate Drive Suite 700, Ft. Lauderdale, FL 33334. Securities, investment advisory and financial
planning services offered through qualified registered representatives of MML
Investors Services, LLC. Member SIPC. CRN202909-10867341.

## Main pages

- [Home](https://www.mycoastalwealth.com/): Building futures for clients; building businesses for advisors
- [About](https://www.mycoastalwealth.com/about): The advisor-built platform, the 7 Pillars framework, founder message
- [Client Services](https://www.mycoastalwealth.com/client-services): Financial planning for individuals & families
- [How We Help](https://www.mycoastalwealth.com/how-we-help): Client planning approach
- [Become an Advisor](https://www.mycoastalwealth.com/become-an-advisor): Advisor recruiting and platform value
- [Advisor Platform Overview](https://www.mycoastalwealth.com/platform-overview): The platform behind the practice
- [Growth Guide](https://www.mycoastalwealth.com/growth-guide): Practice growth resources
- [Our Team](https://www.mycoastalwealth.com/our-team): Leadership directory (132 profiles)
- [Job Board](https://www.mycoastalwealth.com/job-board): Open roles (10 current listings)
- [Locations](https://www.mycoastalwealth.com/locations): Offices across Florida and the Southeast
- [Blog](https://www.mycoastalwealth.com/blog): Insights, strategies, and community stories
- [Contact](https://www.mycoastalwealth.com/contact): Start the conversation

## Team profiles

- [Alejandro Mendieta](https://www.mycoastalwealth.com/our-team/amendieta): President of Coastal Wealth Private Client Group, a Division of Coastal Wealth
- [Alicia Figueroa](https://www.mycoastalwealth.com/our-team/afigueroa): Financial Advisor
- [Angela Duncan](https://www.mycoastalwealth.com/our-team/aduncan): Brokerage Director
- [Ari Tenenbaum CFP®, CHFC®](https://www.mycoastalwealth.com/our-team/atenenbaum): Financial Planner
- [Arjun Bhandari](https://www.mycoastalwealth.com/our-team/abhandari): Financial Services Professional
- [Ashley Glynn](https://www.mycoastalwealth.com/our-team/aglynn): Financial Advisor
- [Avery Chartier](https://www.mycoastalwealth.com/our-team/achartier): Paraplanner
- [Brad Berkowitz, MBA, LUTCF®](https://www.mycoastalwealth.com/our-team/bberkowitz): Insurance Professional
- [Brandon W Kuhn CFP®, RFC®](https://www.mycoastalwealth.com/our-team/bwkuhn): Financial Advisor
- [Brian A. Madrigal AAMS®](https://www.mycoastalwealth.com/our-team/bmadrigal): Investment Advisor Representative
- [Carlos Hernandez](https://www.mycoastalwealth.com/our-team/chernandez): Associate VP Coral Gables
- [Carlos Temperan](https://www.mycoastalwealth.com/our-team/ctemperan): Vice President of Personal Risk Management
- [Chad Tourin, JD, CPA*](https://www.mycoastalwealth.com/our-team/ctourin): President of Coastal Wealth Private Client Group, a Division of Coastal Wealth
- [Chantal Cox](https://www.mycoastalwealth.com/our-team/ccox): Chief of Staff - Sales
- [Christopher G. Price](https://www.mycoastalwealth.com/our-team/cprice): Financial Planner, Investment Advisor Representative
- [Christopher Nicholas Lee](https://www.mycoastalwealth.com/our-team/clee): Investment Advisor Representative
- [Christopher Pitera](https://www.mycoastalwealth.com/our-team/cpitera): Financial Planner, Investment Advisor Representative
- [Claudia Spence](https://www.mycoastalwealth.com/our-team/claudia-spence): Head of Compliance
- [Connie Douglas](https://www.mycoastalwealth.com/our-team/connie-douglas): Head Bookkeeper
- [Craig A. Grayson](https://www.mycoastalwealth.com/our-team/cgrayson): Financial Services Representative
- [Dallas Henninger](https://www.mycoastalwealth.com/our-team/dallas-henninger): New Business Specialist
- [Daniel A. Henley, CFP](https://www.mycoastalwealth.com/our-team/dhenley): Financial Planner
- [Danielle Tumulty](https://www.mycoastalwealth.com/our-team/dtumulty): Recruiting Director
- [Danielle Waton](https://www.mycoastalwealth.com/our-team/dwaton): Financial Services Professional
- [Dannon Monroe](https://www.mycoastalwealth.com/our-team/dannon-monroe): Associate VP Broward
- [David Hugh Root](https://www.mycoastalwealth.com/our-team/dhroot): Financial Services Executive
- [Dena Crosby](https://www.mycoastalwealth.com/our-team/dena-crosby): Market Leader/Wealth Advisor
- [Diana Kokhan, CFP®, ChFC®](https://www.mycoastalwealth.com/our-team/dkokhan): Certified Financial Planner
- [Diane Everhart](https://www.mycoastalwealth.com/our-team/deverhart): Financial Advisor
- [Dianne Raneri](https://www.mycoastalwealth.com/our-team/dianne-raneri): MMLIS Operations Specialist
- [Edward Weil](https://www.mycoastalwealth.com/our-team/eweil): Financial Services Representative
- [Elijah Pallay](https://www.mycoastalwealth.com/our-team/elijah-pallay): Marketing Strategist
- [Elliot Barry](https://www.mycoastalwealth.com/our-team/elliot-barry): Vice President of New Advisor Development
- [Erik Skar](https://www.mycoastalwealth.com/our-team/eskar): Financial Services Representative
- [Erin Sloss](https://www.mycoastalwealth.com/our-team/esloss): Chief of Staff
- [Eugene Rodriguez, CFP](https://www.mycoastalwealth.com/our-team/erodriguez): Financial Planner Investment Advisor Representative
- [Frank P. Yurek](https://www.mycoastalwealth.com/our-team/fyurek): Financial Services Professional
- [Gabe Gould](https://www.mycoastalwealth.com/our-team/ggould): Training & Development Officer
- [Gary Moser](https://www.mycoastalwealth.com/our-team/gary-moser): ASO
- [George D. Avant Jr. CHFC®, CLU®, CLTC](https://www.mycoastalwealth.com/our-team/gavant): Financial Services Professional
- [Grace Staten, FSCP®](https://www.mycoastalwealth.com/our-team/gstaten): Chief Communications Officer
- [Harlan M. Singer, LUTCF CLTC](https://www.mycoastalwealth.com/our-team/hsinger): Financial Services Professional
- [Harris S Fishman, CLU, ChFC](https://www.mycoastalwealth.com/our-team/hfishman): Chairman
- [Henry A. Echeverria](https://www.mycoastalwealth.com/our-team/hecheverria): Financial Services Executive
- [James Bonilla](https://www.mycoastalwealth.com/our-team/jbonilla): Executive Vice President, South Region
- [James Byrnes](https://www.mycoastalwealth.com/our-team/jbyrnes): Investment Advisor Representative
- [James M Parsons](https://www.mycoastalwealth.com/our-team/jparsons): Investment Advisor Representative
- [Jared Morgenstern](https://www.mycoastalwealth.com/our-team/jmorgenstern): Financial Planner
- [Jason Auricchio](https://www.mycoastalwealth.com/our-team/jauricchio): MANAGING DIRECTOR
- [Jason E. Heller](https://www.mycoastalwealth.com/our-team/jheller): Executive Vice President | Head of Planning Solutions Group, a Division of Coastal Wealth
- [Jazlin Candelaria](https://www.mycoastalwealth.com/our-team/jazlin-candelaria): Agency Technology Specialist
- [Jennifer Falcone](https://www.mycoastalwealth.com/our-team/jennifer-falcone): ARC Manager
- [Jennifer Herrera](https://www.mycoastalwealth.com/our-team/jennifer-herrera): New Business Specialist
- [Jeremy M. Straub](https://www.mycoastalwealth.com/our-team/jstraub): Founder | CEO
- [Jim Winstel, CLU, RICP, CLTC](https://www.mycoastalwealth.com/our-team/jwinstel): Managing Partner
- [John Henson](https://www.mycoastalwealth.com/our-team/john-henson): DI Specialist
- [John Hitchcock](https://www.mycoastalwealth.com/our-team/jhitchcock): Head of Brokerage
- [John Valdes](https://www.mycoastalwealth.com/our-team/john-valdes): LADL New Business Manager
- [Jonathan Knaus CLU®, LUTCF®, CLTC®](https://www.mycoastalwealth.com/our-team/jknaus): Financial Services Representative
- [Jose Behar](https://www.mycoastalwealth.com/our-team/jose-behar): Annuity Specialist
- [Joyce Hatfield](https://www.mycoastalwealth.com/our-team/joyce-hatfield): New Business Specialist
- [Justin R. Massey](https://www.mycoastalwealth.com/our-team/jmassey): Financial Planner
- [Kat Baranek](https://www.mycoastalwealth.com/our-team/kat-baranek): New Business Specialist
- [Katarina Seres](https://www.mycoastalwealth.com/our-team/katarina-seres): Practice Development Specialist
- [Kathy Shepard](https://www.mycoastalwealth.com/our-team/kathy-shepard): ASO
- [Keir Dillon](https://www.mycoastalwealth.com/our-team/keir-dillon): Interim Chief Marketing Officer
- [Keith Markoski](https://www.mycoastalwealth.com/our-team/kmarkoski): West Palm Beach
- [Kelly Buehner](https://www.mycoastalwealth.com/our-team/kelly-buehner): ARC Specialist
- [Kenna LaPiana](https://www.mycoastalwealth.com/our-team/klapiana): Training Coordinator
- [Kevin Baranello](https://www.mycoastalwealth.com/our-team/kbaranello): Financial Services Professional
- [Kevin Eidell](https://www.mycoastalwealth.com/our-team/kevin-eidell): Market Leader (Augusta & Atlanta, GA)
- [Keynon Akers](https://www.mycoastalwealth.com/our-team/keynon-akers): 
- [Kristen Wheeler](https://www.mycoastalwealth.com/our-team/kristen-wheeler): Practice Development Specialist
- [Kristin Abrams](https://www.mycoastalwealth.com/our-team/kabrams): Chief of Staff - North Region
- [Kristin Dorm](https://www.mycoastalwealth.com/our-team/kdorm): Head of Training and Development
- [Kristina Bergman](https://www.mycoastalwealth.com/our-team/kbergman): Financial Planner & Investment Advisor Representative
- [Kyle Odister, MBA](https://www.mycoastalwealth.com/our-team/kodister): Insurance Professional
- [Laurie E. Madenfort, CLTC, CPFA](https://www.mycoastalwealth.com/our-team/lmadenfort): Investment Advisor Representative/ Financial Planner
- [Lavincia Marijan](https://www.mycoastalwealth.com/our-team/lavincia-marijan): Office & Onboarding Coordinator
- [Lawrence Holzberg](https://www.mycoastalwealth.com/our-team/lholzberg): Brokerage Director
- [Leo Manteca](https://www.mycoastalwealth.com/our-team/leo-manteca): Office Coordinator, Coral Gables
- [Lester Hamrick](https://www.mycoastalwealth.com/our-team/lester-hamrick): Managing Partner
- [Luis (Wicho) Hernandez](https://www.mycoastalwealth.com/our-team/lhernandez): Partner
- [Marcia Dryjowicz, CLU, ChFC®](https://www.mycoastalwealth.com/our-team/mdryjowicz): Life Specialist
- [Mari Delgado, CFP®](https://www.mycoastalwealth.com/our-team/mdelgado): Private Wealth Advisor
- [Maria Bueno](https://www.mycoastalwealth.com/our-team/mbueno): Associate Chief of Staff
- [Marie Jeannot](https://www.mycoastalwealth.com/our-team/marie-jeannot): Compliance Coordinator
- [Meghan Ioli](https://www.mycoastalwealth.com/our-team/meghan-ioli): Data Analyst
- [Melissa A. Melrose](https://www.mycoastalwealth.com/our-team/melissa-a-melrose): Licensing & Contracting Specialist
- [Michael J Sousou CLU®, ChFC®, LUTCF®, CRPS®](https://www.mycoastalwealth.com/our-team/msousou): Financial Advisor
- [Michele Friedlander, RHU, REBC](https://www.mycoastalwealth.com/our-team/mfriedlander): DI/LTC Specialist
- [Neil E. Weiss](https://www.mycoastalwealth.com/our-team/neil-weiss): Annuity Specialist
- [Nelson Mompierre Jr.](https://www.mycoastalwealth.com/our-team/nmompierre): Financial Advisor
- [Nick Tranghese](https://www.mycoastalwealth.com/our-team/ntranghese): Vice President of Advanced Planning
- [Noah Kahn](https://www.mycoastalwealth.com/our-team/noah-kahn): Vice President of New Advisor Development
- [Nuzaif Naveed](https://www.mycoastalwealth.com/our-team/nuzaif-naveed): Bookkeeper
- [Patricia Martinez](https://www.mycoastalwealth.com/our-team/patricia-martinez): ASO
- [Paul Cohen](https://www.mycoastalwealth.com/our-team/paul-cohen): Technology Manager
- [Paul Luchau](https://www.mycoastalwealth.com/our-team/pluchau): Financial Services Representative
- [Philip D. Rogero FSCP®, CRPS®](https://www.mycoastalwealth.com/our-team/pdrogero): Financial Planner
- [Quinn Melim](https://www.mycoastalwealth.com/our-team/quinn-melim): null
- [Rachel Zamora](https://www.mycoastalwealth.com/our-team/rzamora): EXECUTIVE ASSISTANT TO HARRIS S. FISHMAN, CHAIRMAN
- [Reed Willett](https://www.mycoastalwealth.com/our-team/rwillett): Vice President – Planning Solutions Group, a Division of Coastal Wealth
- [Richard Ioli CFS, MBA](https://www.mycoastalwealth.com/our-team/rioli): Financial Services Representative Investment Advisor Representative
- [Richard M. Cieslik III](https://www.mycoastalwealth.com/our-team/rcieslik): Financial Services Representative
- [Richard Sterling Price, FSCP (Rick)](https://www.mycoastalwealth.com/our-team/rprice): Financial Planner, Investment Advisor Representative
- [RJ Miles](https://www.mycoastalwealth.com/our-team/rmiles): VP of Consulting & Data
- [Robert Bentley](https://www.mycoastalwealth.com/our-team/rbentley): Financial Planning Specialist
- [Robert Devine CFP®](https://www.mycoastalwealth.com/our-team/rdevine): Financial Planner
- [Robin Cook](https://www.mycoastalwealth.com/our-team/robin-cook): 
- [Robin Sanders](https://www.mycoastalwealth.com/our-team/rsanders): Financial Representative
- [Roger Dominey](https://www.mycoastalwealth.com/our-team/roger-dominey): VP North Florida & GA
- [Rogero Wealth Planning](https://www.mycoastalwealth.com/our-team/progero): St. Augustine Office
- [Roy Perez](https://www.mycoastalwealth.com/our-team/rperez): Executive Vice President | Head of Sales
- [Ryan Glynn](https://www.mycoastalwealth.com/our-team/rglynn): Financial Planner
- [Ryan Solle](https://www.mycoastalwealth.com/our-team/rsolle): Brokerage Director & Premium Finance
- [S Roger Dominey, CLU, ChFC, CFP](https://www.mycoastalwealth.com/our-team/rdominey): Executive Vice President, North Region
- [Sady Picart](https://www.mycoastalwealth.com/our-team/sady-picart): Human Resource Manager
- [Sam Eppy, CPFA](https://www.mycoastalwealth.com/our-team/seppy): Head of FInancial Planning
- [Sheila Rios](https://www.mycoastalwealth.com/our-team/sheila-rios): New Business Specialist
- [Stephanie Mualim](https://www.mycoastalwealth.com/our-team/smualim): Head of Advisor Recruiting
- [Steven Karlik, CLU, CHFC®](https://www.mycoastalwealth.com/our-team/steven-karlik): Financial Planner
- [Sue Steiger](https://www.mycoastalwealth.com/our-team/sue-steiger): Head of MMLIS Operations
- [Susannah Willett](https://www.mycoastalwealth.com/our-team/swillett): Chief of Staff - South Region
- [Suzanne Grover, FALU, FLMI, ChFC®, CLU®, MBA](https://www.mycoastalwealth.com/our-team/sgrover): Vice President of Underwriting & New Business
- [Tammy Gazi](https://www.mycoastalwealth.com/our-team/tammy-gazi): PSG Coordinator
- [Teresa Moulton](https://www.mycoastalwealth.com/our-team/tmoulton): MMLIS New Business Specialist
- [Thomas Bell](https://www.mycoastalwealth.com/our-team/tbell): Financial Planner
- [Ty Herrington](https://www.mycoastalwealth.com/our-team/ty-herrington): null
- [Veronica L. Strauss, ChSNC™, CLU®, CFBS, CLTC](https://www.mycoastalwealth.com/our-team/vstrauss): Special Care Planner
- [Yaneli Martin](https://www.mycoastalwealth.com/our-team/yaneli-martin): Head of Finance
- [Zachary Mann](https://www.mycoastalwealth.com/our-team/zmann): Investment Advisor Representative

## Blog posts

- [The 7 Levels of Financial Freedom: Your Path to Abundant Wealth Elementor](https://www.mycoastalwealth.com/blogs/the-7-levels-of-financial-freedom-your-path-to-abundant-wealth-elementor)
- [Special Care Planning: Securing Futures and Enhancing Lives with Michael J. Sousou, CLU®, ChFC®, LUTCF, CRPS®, RICP®](https://www.mycoastalwealth.com/blogs/special-care-planning-securing-futures-and-enhancing-lives-with-michael-j-sousou-clu-r-chfc-r-lutcf-crps-r-ricp-r)
- [Celebrating Cultural Diversity at Coastal Wealth: Angella Fleming’s Jamaican Oxtail Recipe](https://www.mycoastalwealth.com/blogs/celebrating-cultural-diversity-at-coastal-wealth-angella-flemings-jamaican-oxtail-recipe)
- [Lester Hamrick – A Legacy Of Integrity & Excellence In Financial Planning](https://www.mycoastalwealth.com/blogs/lester-hamrick---a-legacy-of-integrity-excellence-in-financial-planning)
- [Craig Eppy’s Impact on the Special Needs Community as a Special Care Planner](https://www.mycoastalwealth.com/blogs/craig-eppys-impact-on-the-special-needs-community-as-a-special-care-planner)
- [New Year, New Financial Goals: Start 2025 Off Right](https://www.mycoastalwealth.com/blogs/new-year-new-financial-goals-start-2025-off-right)
- [5 Wealth-Building Tips to Secure Your Financial Future](https://www.mycoastalwealth.com/blogs/5-wealth-building-tips-to-secure-your-financial-future)
- [The Impact of Philanthropy: Coastal Wealth’s Contributions](https://www.mycoastalwealth.com/blogs/the-impact-of-philanthropy-coastal-wealths-contributions)
- [Why Giving Back in Your Community Matters](https://www.mycoastalwealth.com/blogs/why-giving-back-in-your-community-matters)
- [Gratitude Wall](https://www.mycoastalwealth.com/blogs/gratitude-wall)
- [5 Steps to Start Your Journey Toward Financial Freedom](https://www.mycoastalwealth.com/blogs/5-steps-to-start-your-journey-toward-financial-freedom)
- [MassMutual Foundation honors Alejandro Mendieta](https://www.mycoastalwealth.com/blogs/massmutual-foundation-honors-alejandro-mendieta)
- [How to Create a Budget that Helps You Achieve Financial Freedom](https://www.mycoastalwealth.com/blogs/how-to-create-a-budget-that-helps-you-achieve-financial-freedom)
- [Special Care Planning: A Lifeline for Families with Unique Needs](https://www.mycoastalwealth.com/blogs/special-care-planning-a-lifeline-for-families-with-unique-needs)
- [Building Generational Wealth – With Robert Brooks](https://www.mycoastalwealth.com/blogs/building-generational-wealth---with-robert-brooks)
- [Reflecting on Coastal Wealth’s 2024 Walk to End Alzheimer’s](https://www.mycoastalwealth.com/blogs/reflecting-on-coastal-wealths-2024-walk-to-end-alzheimers)
- [What are Special Care Planners?](https://www.mycoastalwealth.com/blogs/what-are-special-care-planners)

## Job listings

- [Experienced Financial Advisor](https://www.mycoastalwealth.com/job/experienced-financial-advisor) (Full Time)
- [Experienced Financial Planner](https://www.mycoastalwealth.com/job/experienced-financial-planner)
- [Financial Advisor – Career Changer/College Grad](https://www.mycoastalwealth.com/job/financial-advisor---career-changer-college-grad) (Full Time)
- [Financial Advisor – Greater Atlanta, GA](https://www.mycoastalwealth.com/job/financial-advisor---greater-atlanta-ga) (Full-Time)
- [Investment Administrator](https://www.mycoastalwealth.com/job/investment-administrator)
- [Investment Advisor/ Specialist Role – Florida](https://www.mycoastalwealth.com/job/investment-advisor-specialist-role---florida) (Full Time)
- [Junior Financial Advisor – Boca Raton, FL](https://www.mycoastalwealth.com/job/junior-financial-advisor---boca-raton-fl) (Full Time)
- [Junior Financial Advisor – Ft. Lauderdale, FL](https://www.mycoastalwealth.com/job/junior-financial-advisor---ft-lauderdale-fl) (Full Time)
- [Senior Financial Advisor – Greater Atlanta, GA](https://www.mycoastalwealth.com/job/senior-financial-advisor-greater-atlanta-ga) (Full Time)
- [Teaming Opportunity – Financial Advisor](https://www.mycoastalwealth.com/job/teaming-opportunity---financial-advisor) (Full Time)

## Policies & compliance

- [Privacy Policy](https://www.mycoastalwealth.com/privacy-policy)
- [Terms of Service](https://www.mycoastalwealth.com/terms-of-service)
- [everify](https://www.mycoastalwealth.com/everify)
- [Licensing](https://www.mycoastalwealth.com/licensing)
- [Clarity, Trust, and Accountability](https://www.mycoastalwealth.com/firm-relationships)