Meet The Staff
Meet The Staff
There is no substitute for experience, and the team at American Investment Planners LLC puts centuries of combined expertise to work for you. Most of our Certified Financial Planners and Advisors have been with the firm for ten or more years and the support staff has similar longevity. People are known for the company they keep, but a company is known for the people it keeps.
Advisors

Barbara Magor Deel, CFP®, ChFC, MBA
Certified Financial Fiduciary®, Executive Vice President

Brian Amato, CFF®
Certified Financial Fiduciary®, Executive Vice President

Laura Palacios
Senior Financial Advisor, Executive Vice President
lpalacios@americaninvestmentplanners.com

Jason M Kurz, CFF®
Senior Financial Advisor, Executive Vice President
jason@americaninvestmentplanners.com

Jordan Sandler, NSSA®
Financial Advisor, National Social Security Advisor
jordan@americaninvestmentplanners.com

Stephen R Pratola
Senior Wealth Advisor, Cadaret Grant & Co., Inc.
spratola.AmericanInvestmentPlanners@cadaretgrant.com

Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.