What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Our advisors

Jason Cerniglia

Jason Cerniglia

CFP®, CRPC®, CMFC®

Private Wealth Advisor

Chief Executive Officer of Coastal Wealth Management
Learn more about Jason Cerniglia Visit Jason Cerniglia's website
Bryan Lauriat

Bryan Lauriat

APMA®

Financial Advisor

Managing Director
Learn more about Bryan Lauriat Visit Bryan Lauriat's website
Joel E Blum

Joel E Blum

APMA®, CRPC®

Financial Advisor

Managing Director
Learn more about Joel E Blum Visit Joel E Blum's website

Our team

Rollinda Candales

Rollinda Candales

Marketing Manager,

Client Concierge

Personal Intro

Rollinda joined the Coastal Wealth Management Team in February 2014. Rollinda manages all marketing for the company and she brings along exceptional customer service and assists the team in scheduling and client service.

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Keri Brenner

Keri Brenner

Client Service Specialist,

Paraplanner
Carolyn Diebolt

Carolyn Diebolt

Client Concierge

Personal Intro

Carolyn joined the Coastal Wealth Management team in 2019 and has been a part of Ameriprise Financial since 2006. Carolyn takes pride in delivering high quality client service and establishing long lasting relationships with clients.

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Nicholas S. Bacco

Nicholas S. Bacco

Financial Planning Analyst

Personal Intro

Nick joined the Coastal Wealth Management team in 2019 and has been a part of Ameriprise Financial since 2010. He has over 15 years of industry experience.

Roles & Responsibilities

  • Nick is responsible for financial planning and prides himself on helping clients meet their long-term financial objectives.
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Marla Charron

Marla Charron

Client Service Specialist,

Paraplanner
Russell Morris

Russell Morris

Client Service Specialist,

Paraplanner