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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

Lee Rosenberg, CFP®

President & Founder

Barbara Magor Deel

Barbara Magor Deel, CFP®, ChFC, MBA

Certified Financial Fiduciary®, Executive Vice President

Brian Amato

Brian Amato, CFF®

Certified Financial Fiduciary®, Executive Vice President

John L'Abbate

John L'Abbate, CFP®

Director of Tax Planning

Edwin Milner

Edwin Milner

Senior Financial Advisor, Executive Vice President

Laura Palacios

Laura Palacios

Senior Financial Advisor, Executive Vice President

Jason M Kurz

Jason M Kurz, CFF®

Senior Financial Advisor, Executive Vice President

Kathleen M Englehart

Kathleen M Englehart, ChFC®, CLU®

Chartered Financial Consultant

Jessica Bach

Jessica Bach

Financial Advisor

Craig Bergen

Craig Bergen

Senior Financial Planner

Jordan Sandler, NSSA®

Jordan Sandler, NSSA®

Financial Advisor, National Social Security Advisor

Karen Mauro

Karen Mauro, CFP

Certified Financial Planner

Stephen R Pratola

Stephen R Pratola

Senior Wealth Advisor, Cadaret Grant & Co., Inc.

Registered Representative

Ian Magor

Ian Magor

Registered Representative

Support Staff

Lorraine B

Lorraine B

Client Service Associate

Karen Hurlbert

Karen Hurlbert

Client Services

Nicola Nugent

Nicola Nugent

Office Manager

Cori Allen

Cori Allen

Client Service Associate

Maryanne Mille

Maryanne Mille

Client Service Associate

Client Centered

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.