Our Mission: Provide financial advice that brings you confidence, simplicity, and success.

Our Core Values: Leadership, Family, Integrity, Gratitude & Grit

We help our clients prepare for the certainty of uncertainty.


Our advisors

Jonathan Kuttin, Private Wealth Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Jonathan Kuttin

CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, APMA®

Private Wealth Advisor

Chief Executive Officer of Kuttin Wealth Management
Learn more about Jonathan Kuttin Visit Jonathan Kuttin's website
Evan Branfman, Private Wealth Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Evan Branfman

CRPC®, AAMS®, AWMA®, CMFC®, CRPS®

Private Wealth Advisor

Managing Partner of Kuttin Wealth Management
Learn more about Evan Branfman Visit Evan Branfman's website
Aaron David Schenkman, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Aaron David Schenkman

Financial Advisor

Managing Partner of Kuttin Wealth Management
Learn more about Aaron David Schenkman Visit Aaron David Schenkman's website
Ashley Lang, Private Wealth Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Ashley Lang

CRPC®, APMA®

Private Wealth Advisor

Managing Director of Kuttin Wealth Management
Learn more about Ashley Lang Visit Ashley Lang's website
Eric W Szczurowski, Private Wealth Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Eric W Szczurowski

CFP®, APMA®, BFA, CAS©, CFS®, RFC®

Private Wealth Advisor

Managing Partner of Kuttin Wealth Management
Learn more about Eric W Szczurowski Visit Eric W Szczurowski's website
Robert Whitehead, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Robert Whitehead

MBA

Financial Advisor

Managing Director of Kuttin Wealth Management
Learn more about Robert Whitehead Visit Robert Whitehead's website
Jason T Ice, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Jason T Ice

CFP®, CMFC®, CRPC®, AWMA®, AAMS®, APMA®

Financial Advisor

Managing Partner of Kuttin Wealth Management
Learn more about Jason T Ice Visit Jason T Ice's website
John Gleeson, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

John Gleeson

MSFS, CFP®, ChFC®, CFS®, APMA®

Financial Advisor

Managing Partner of Kuttin Wealth Management
Learn more about John Gleeson Visit John Gleeson's website
Margaret Capehart, Private Wealth Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Margaret Capehart

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Margaret Capehart Visit Margaret Capehart's website
David Dick, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

David Dick

Financial Advisor

Managing Partner of Kuttin Wealth Management
Learn more about David Dick Visit David Dick's website
Claire Kemp Fitz, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Claire Kemp Fitz

CFP®, CDFA®

Financial Advisor

Managing Director of Kuttin Wealth Management
Learn more about Claire Kemp Fitz Visit Claire Kemp Fitz's website
Robert Campbell, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Robert Campbell

CFP®

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Robert Campbell Visit Robert Campbell's website
Michael Rossetti, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Michael Rossetti

AAMS®, APMA®

Financial Advisor

Managing Director of Kuttin Wealth Management
Learn more about Michael Rossetti Visit Michael Rossetti's website
Kimberly Clark, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Kimberly Clark

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Kimberly Clark Visit Kimberly Clark's website
Todd M Petraco, Private Wealth Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Todd M Petraco

CFP®, ChFC®

Private Wealth Advisor

Managing Director of Kuttin Wealth Management
Learn more about Todd M Petraco Visit Todd M Petraco's website
Jason Bailey, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Jason Bailey

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Jason Bailey Visit Jason Bailey's website
Scott Braun, Private Wealth Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Scott Braun

CFA®, APMA®

Private Wealth Advisor

Chartered Financial Analyst®
Learn more about Scott Braun Visit Scott Braun's website
Eric Dieckhoff, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Eric Dieckhoff

Financial Advisor

Learn more about Eric Dieckhoff Visit Eric Dieckhoff's website
Dane A Wilson, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Dane A Wilson

APMA®

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Dane A Wilson Visit Dane A Wilson's website
Richard Kenna, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Richard Kenna

Financial Advisor

Managing Partner of Kuttin Wealth Management
Learn more about Richard Kenna Visit Richard Kenna's website
Cathy Wear, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Cathy Wear

CRPC®

Financial Advisor

Managing Director
Learn more about Cathy Wear Visit Cathy Wear's website
Jaan Ruga, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Jaan Ruga

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Jaan Ruga Visit Jaan Ruga's website
John P Rowan, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

John P Rowan

MBA

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about John P Rowan Visit John P Rowan's website
Craig B Eastwood, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Craig B Eastwood

APMA®, RFC®

Financial Advisor

Managing Director of Kuttin Wealth Management
Learn more about Craig B Eastwood Visit Craig B Eastwood's website
Carolyn Smith-LoGiudice, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Carolyn Smith-LoGiudice

Financial Advisor

Learn more about Carolyn Smith-LoGiudice Visit Carolyn Smith-LoGiudice's website
Larry Sienkiewicz, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Larry Sienkiewicz

Financial Advisor

Learn more about Larry Sienkiewicz Visit Larry Sienkiewicz's website
Charles Justino, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Charles Justino

CFP®

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Charles Justino Visit Charles Justino's website
Anthony Ghiglieri, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Anthony Ghiglieri

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Anthony Ghiglieri Visit Anthony Ghiglieri's website
Kenneth Lee Rapp, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Kenneth Lee Rapp

CFP®, BFA, AAMS®, APMA®, CEPA®, AWMA®, CFS®

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Kenneth Lee Rapp Visit Kenneth Lee Rapp's website
Daniel Hohenberg, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Daniel Hohenberg

CRPC®

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Daniel Hohenberg Visit Daniel Hohenberg's website
Rachel Couch, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Rachel Couch

Financial Advisor

Learn more about Rachel Couch Visit Rachel Couch's website
Gregory Colin Parsons, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Gregory Colin Parsons

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Gregory Colin Parsons Visit Gregory Colin Parsons's website
Bob Davis, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Bob Davis

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Bob Davis Visit Bob Davis's website
Sung Moo Cho, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Sung Moo Cho

Financial Advisor

Vice President of Kuttin Wealth Management
Learn more about Sung Moo Cho Visit Sung Moo Cho's website
Doug Stone, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Doug Stone

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Doug Stone Visit Doug Stone's website
Daniel Peterson, Associate Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Daniel Peterson

CLTC®

Associate Financial Advisor

Financial Planning Specialist
Learn more about Daniel Peterson Visit Daniel Peterson's website
Carey Ann Freimuth, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Carey Ann Freimuth

CFA®, AIF®

Financial Advisor

Learn more about Carey Ann Freimuth Visit Carey Ann Freimuth's website
J Carrell, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

J Carrell

APMA®

Financial Advisor

Associate Vice President of Kuttin Wealth Management
Learn more about J Carrell Visit J Carrell's website
Robert Francis, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Robert Francis

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Robert Francis Visit Robert Francis's website
Lawrence Teichman, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Lawrence Teichman

CFP®

Financial Advisor

Learn more about Lawrence Teichman Visit Lawrence Teichman's website
Lars L Kofod, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Lars L Kofod

Financial Advisor

Learn more about Lars L Kofod Visit Lars L Kofod's website
Howard K Bellet, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Howard K Bellet

MBA, CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Howard K Bellet Visit Howard K Bellet's website

Vincent P Gianatasio

Financial Advisor

Learn more about Vincent P Gianatasio Visit Vincent P Gianatasio's website
Connell Lee, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Connell Lee

APMA®

Financial Advisor

Investment Specialist
Learn more about Connell Lee Visit Connell Lee's website
Leonard Stadtmueller, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Leonard Stadtmueller

Financial Advisor

Learn more about Leonard Stadtmueller Visit Leonard Stadtmueller's website

William Perryman

Financial Advisor

Learn more about William Perryman Visit William Perryman's website
Andy Raub, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Andy Raub

Financial Advisor

Managing Director
Learn more about Andy Raub Visit Andy Raub's website

Joshua Ryan Branham

Financial Advisor

Vice President of Kuttin Wealth Management
Learn more about Joshua Ryan Branham Visit Joshua Ryan Branham's website

Steve Shepherd

Financial Advisor

Learn more about Steve Shepherd Visit Steve Shepherd's website
Nicholas Loehle, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Nicholas Loehle

Financial Advisor

Associate Vice President of Kuttin Wealth Management
Learn more about Nicholas Loehle Visit Nicholas Loehle's website

Matthew John Doherty

Financial Advisor

Learn more about Matthew John Doherty Visit Matthew John Doherty's website
Rob A Cortez, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Rob A Cortez

AWMA®, AAMS®, CRPC®

Financial Advisor

Learn more about Rob A Cortez Visit Rob A Cortez's website
Eduardo Gutierrez, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Eduardo Gutierrez

Financial Advisor

Managing Partner of Kuttin Wealth Management
Learn more about Eduardo Gutierrez Visit Eduardo Gutierrez's website

Darrin Bradley

Financial Advisor

Learn more about Darrin Bradley Visit Darrin Bradley's website

Eric Schneider

CFP®

Financial Advisor

Learn more about Eric Schneider Visit Eric Schneider's website

Our team

Jacob Dunlap

Jacob Dunlap

Operations Director,

President
John Wellington

John Wellington

Operations Director,

Chief Operating Officer
Philip Wentzel

Philip Wentzel

Operations Manager,

Chief Financial Officer
Chris Klampfer

Chris Klampfer

Business Development Director

Personal Intro

Chris earned his Master's Degree in Accounting and his undergraduate degree in Business Administration from the University of Scranton. He began his career in the hospitality industry and quickly became the managing partner of two restaurants on Long Island. Chris later became one of the founding partners of a private equity real estate fund and in 2013, transitioned to Ameriprise Financial as a financial advisor.

Qualifications

  • MSA
  • AWMA®
  • CRPC®
  • CAS®
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Jeffrey Magson

Jeffrey Magson

Business Development Director,

Vice President
Lisa Caravella

Lisa Caravella

Paraplanner,

Practice Manager

Personal Intro

Lisa earned her BBA from Hofstra University. She has been with Ameriprise since 1997. She is responsible for client satisfaction, paperwork transactions, and overseeing the accuracy of the transactions. Lisa has recently obtained her Series 7 and 63 licenses to further enhance her ability to service our clients. Lisa is also the notary public for our office. She is married with two children, Jack, 8, and Abigail, 4. Lisa

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Christa Lawson

Christa Lawson

Executive Assistant,

Office Manager

Personal Intro

Christa earned her BS in Business Administration from Concordia College. Christa has been with Ameriprise since 2010. After working at IBM, she came to Ameriprise with 21 years of experience in customer service. Christa is the client interface for Evan Branfman’s practice and is responsible for client satisfaction, administrative duties, and licensing requirements. She is married with two children, Samantha, 15, and Max.

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Joseph Greco

Joseph Greco

Business Development Manager,

Operations Manager

Personal Intro

Joseph earned his BS in Finance from Coastal Carolina University in 2012. Joseph has been with Ameriprise since 2013 where he acts as one of our firm’s main relationship managers working closely with our CPA and attorney partners to ensure our mutual clients are receiving the best experience possible. Joseph also manages the firm’s virtual events and well as leads the initiative for the firm’s CRM integration.

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Scott Hlatky

Scott Hlatky

Business Development Manager

Matthew Murphy

Matthew Murphy

Client Service Manager,

Business Development Specialist
Keriann O’Keefe

Keriann O’Keefe

Client Service Manager

Margaret Lynch

Margaret Lynch

Client Service Specialist

Brittany Todeschini

Brittany Todeschini

Paraplanner,

Financial Planning Assistant
Matthew Posch

Matthew Posch

Paraplanner,

Client Service Specialist
Gaytha Soderstrom-Bailey

Gaytha Soderstrom-Bailey

Practice Manager

Beverly Adams

Beverly Adams

Client Relationship Manager

Ben Gutierrez

Ben Gutierrez

Administrative Assistant

Mary Rowell

Mary Rowell

Administrative Assistant

Nicole Moore

Nicole Moore

Operations Specialist,

Client Service Specialist
Jan Zinn

Jan Zinn

Paraplanner,

Client Service Specialist
Matthew Wasp

Matthew Wasp

Paraplanner

Mariah Garten

Mariah Garten

Client Service Coordinator

Kevin Gravley

Kevin Gravley

Paraplanner

Jennifer Rueb

Jennifer Rueb

Receptionist

Devin Hall

Devin Hall

Client Service Specialist

Christine Dawson

Christine Dawson

Receptionist

Matthew Simone

Matthew Simone

Client Service Coordinator

Gregory Petraco

Gregory Petraco

Paraplanner

Justin Broschardt

Justin Broschardt

Client Service Coordinator

Ryan Humbert

Ryan Humbert

Paraplanner

Leo DeBlasio

Leo DeBlasio

Paraplanner

Jodie Hoglund

Jodie Hoglund

Insurance Specialist,

Client Service Specialist
Jennifer Flora

Jennifer Flora

Client Relationship Manager

Jesse Henley

Jesse Henley

Paraplanner

Tannie Jobe

Tannie Jobe

Administrative Assistant

Tiffany Klenk

Tiffany Klenk

Client Service Specialist

Kimberly Parker

Kimberly Parker

Client Service Manager

Ari Lucas

Ari Lucas

Operations Specialist,

Client Service Specialist
Diane Brandes

Diane Brandes

Executive Assistant,

Human Resource Manager
Matthew Doherty

Matthew Doherty

Paraplanner

Elizabeth Garcia

Paraplanner

Joseph Reiter

Joseph Reiter

Client Service Coordinator

Salina Gleeson

Salina Gleeson

Client Service Specialist,

Paraplanner
Ian Rubin

Ian Rubin

Paraplanner