Who Makes Up American Investment Planners LLC?

American Investment Planners LLC

500 North Broadway, Suite 260, Jericho, NY 11753

(516) 932-5130 / (866) 932-5130

Led by Lee Rosenberg, CFP, American Investment Planners LLC has been providing comprehensive financial planning services to generations of families since 1984. We believe that the ultimate test of a financial plan is the legacy you can pass on to your family and favorite charities, and as such, we are deeply committed to helping individuals all over the country prepare for things like the birth of a child and retirement, as well as assisting with financial duties such as filing taxes! 

Since a business is nothing without its employees, we've taken the past year to introduce each of our professionals individually. In case you've missed out on any, below, we've brought together each of our team members so you can learn more about them and their contribution to our firm - just click on their name!

Lee Rosenberg: Lee Rosenberg is our Founder and President! His resume includes over 30 years of experience as an investment advisor and industry leader, and he's even been named one of America's top 100 independent advisors by Registered Representative magazine for the past 5 years!

Barbara Magor Deel: Barbara Magor Deel is our Vice President of Financial Planning! Joining our team over 20 years ago, Barbara has grown with both our firm and her clients and has done an incredible job - we've even had the pleasure of working with her sons as interns!

Steven Hoffman: Steven Hoffman is our Vice President of Investment Services! He joined the American Investment Planners LLC team over 15 years ago and has over 35 years of experience working in securities, annuities, insurance, retirement and estate planning.

John L'Abbate: John L'Abbate is our Director of Tax Planning! He worked for several accounting firms, a non profit organization and a tax shelter syndicator before joining our firm full time in 1983!

Brett Goldstein: Brett Goldstein is our Director of Retirement Planning! At American Investment Planners LLC, he works with individuals on retirement planning and works with businesses on employee benefits. He is even a nationally known author, speaker and media personality!

Brian Amato: Brian Amato is our Senior Investment Advisor! His financial planning career began in 1999 when he started working for Morgan Stanely, and just one year later he joined our team! A cool fun fact for you? Brian is a U.S Coast Guard certified captain!

Karen Hurlbert: Karen Hurlbert is the Client Services Assistant for Brian Amato! She has been a part of the insurance and securities industry for over 20 years, and officially joined our team in 2013 to help oversee Brian Amato's clients.

Craig Bergen: Craig Bergen is our Manager of Tax and Financial Planning! Craig first came on board with Lee Rosenberg in 1998 as a tax preparer, and since then has become a Series 7 securities representative and has completed the Certified Financial Planning program at CW Post!

Jessica Bach: Jessica Bach handles Wealth Management Services for us! She started working for Lee Rosenberg in 1999 as a Client Services Manager, and in 2011, she stepped into this new role and began working with clients on asset managed accounts!

Nicole Nugent: Nicole Nugent is our Assistant Financial Representative and Office Manager! She first began with us in 2009 to assist with managing our accounting needs, and since then, she's expanded in her role to also help with office management duties!

Christine Whiteman: Christine Whiteman is our Marketing Director and is in charge of Client Communications! In 2004 she started with us as a part time receptionist, but she quickly began to assist clients with account questions and eventually took on more responsibilities in our firm. Today, she helps with marketing campaigns, assists with client services and coordinates all client events/seminars!

Debra Hubschmitt: Debra Hubschmitt is our Front End Manager! A member of our team for over 20 years, Debbie is the first face clients see when they walk into our office. Along with welcoming our clients, she also works with our company's advisors to maintain their calendars and schedules!

Marguerite Maldari: Marguerite Maldari is our Client Services Manager! One of her main responsibilities is to oversee the relationship between our clients and Cadaret, Grant & Company, Inc. She also assists our clients to oversee their accounts, handle trades, process annuity applications and more!

Lorraine Basile: Lorraine Basile works for our firm in Client Services! She's been with us since 2012 and has proven her innate ability to be a huge team player. Her main duties include preparing financial reports for client meetings and for managing quarterly mail outs of financial reports for clients.

Danette Gramegna: Danette Gramegna is a part of our Client Services team! Her career in the financial planning industry began when she started working for Merrill Lynch as a fill in for an employee who was out on maternity leave, and later joined our firm in February of 2007!

THANK YOU to all of our amazing employees for making our business the best it can be!

To personally speak with a member of our team and learn how we can help you next, please give us a call at (516) 932-5130 today. More information is also available at www.americaninvestmentplanners.com.