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

Lee Rosenberg, CFP®

President & Founder

(866) 932-5130

(516) 932-7706

Lee@americaninvestmentplanners.com

Barbara Magor Deel, CFP®, ChFC, MBA

Certified Financial Fiduciary®, Executive Vice President

(866) 932-5130

(516) 932-7706

barbara@americaninvestmentplanners.com

Brian T Amato

Certified Financial Fiduciary®, Executive Vice President

(866) 932-5130

(516) 932-7706

brian@americaninvestmentplanners.com

John L'Abbate, CFP®

Director of Tax Planning

(866) 932-5130

(516) 932-7706

john@americaninvestmentplanners.com

Edwin Milner

Certified Financial Fiduciary®, Senior Financial Advisor, Executive Vice President

(866) 932-5130

(516) 932-7706

ed@americaninvestmentplanners.com

Laura Palacios

Certified Financial Fiduciary®, Senior Financial Advisor, Executive Vice President

(516)817-6236

(516) 932-7706

lpalacios@americaninvestmentplanners.com

Jason M Kurz

Certified Financial Fiduciary®, Senior Financial Advisor, Executive Vice President

(866) 932-5130

(516) 932-7706

jason@americaninvestmentplanners.com

Kathleen M Englehart, ChFC®, CLU®

Chartered Financial Consultant

(866)932-5130

(516) 932-7706

kathy@americaninvestmentplanners.com

Jessica Bach

Senior Financial Advisor

(866) 932-5130

(516) 932-7706

jessica@americaninvestmentplanners.com

Craig Bergen

Senior Financial Advisor

(866) 932-5130

(516) 932-7706

craig@americaninvestmentplanners.com

Jordan Sandler

Financial Advisor

(866) 932-5130

(516) 932-7706

jordan@americaninvestmentplanners.com

Stephen R Pratola

Senior Financial Advisor, Executive Vice President

866-932-5130

516-932-7706

steve@americaninvestmentplanners.com

Ian Magor, CFP®

Certified Financial Planner™

(866) 932-5130

(516) 932-7706

ian@americaninvestmentplanners.com

Registered Representative

Support Staff

Lorraine Basile

Client Service Associate

(866) 932-5130

(516) 932-7706

lorraine@americaninvestmentplanners.com

Karen Hurlbert

Client Services

(866) 932-5130

(516) 932-7706

karen@americaninvestmentplanners.com

Cori Allen

Client Service Associate

(866)932-5130

(516)932-7706

Cori@americaninvestmentplanners.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.