With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Todd Geller

Todd Geller

Financial Advisor

Managing Director
Learn more about Todd Geller Visit Todd Geller's website

Richard Rubin

CFP®, APMA

Associate Advisor

Learn more about Richard Rubin Visit Richard Rubin's website

Gerald Kirschner

Registered Practice Associate

Learn more about Gerald Kirschner Visit Gerald Kirschner's website


Our team

Deborah Plant

Deborah Plant

Client Service Associate

Personal Intro

DebbiePlant is a C lient S erviceCoordinator for the Geller & Associates team. She officially became a partof Geller & Associates in 2009. Debbie brings a vast amount of knowledge inclient service from her years of experience in radio and at the VanderbiltMuseum. Debbie has been married to her husband, Frank, for over 30 years; theyhave two children together and are lifelong Long Island residents.

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Richard Rubin

Richard Rubin

Registered Client Service Associate

Qualifications

  • Series 7
  • Series 63
  • Certified Financial Plan ™
  • Accredited Portfolio Management (APMA)
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Gerald Kirschner

Gerald Kirschner

Registered Client Service Associate,

Financial Planning Specialist

Personal Intro

Gerald most recently joined Geller & Associates in November’18. After more than 27 years in the telecommunications industry with BT Group, Reliance Globalcom and Verizon, he decided to change careers and joined us to become a Financial Planning Specialist. Gerald is responsible for all aspects of our everyday business within Ameriprise Financial and focus's on our priority – our clients, both existing and future.

Qualifications

  • Series 7
  • Series 63
  • Series 65
  • New York State Life, Accident & Health

Roles & Responsibilities

  • Marketing
  • Insurance
  • College Planning Practices
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