Get to know our leadership team

Leadership at the Melville office is dedicated to doing good for our clients, employees and community.

Photo of Managing Partner Steven Abbass

Steven Abbass

CLU®, ChFC®, CFP®, CASL®, CAP®

Managing Partner

Photo of Managing Director Joseph Tavernite

Joseph Tavernite

CLF®

Managing Director

Photo of Director of Training and Development Alison Giacco Vogt

Alison Giacco Vogt

CLF®

Director of Training and Development

I have a unique opportunity to work closely with all candidates that join our firm. As early as post acceptance we engage in initial training on the sales cycle, ratios and language. I am also instrumental in the coordination and facilitation of sessions in our Training Academy. I also have on-going training in place for both full time and Intern candidates upon completion of initial training. On the development side I coach a select group of both full time and Intern reps as well as overseeing the other coaches across our firm to ensure all reps have a similar experience and opportunity to succeed in the business. The training and development of Full Time and Intern candidates is an ongoing process that requires some custom tailored plans depending on the needs. New reps need to learn and understand many fundamentals therefore the learning never ends. We are also in an industry that is constantly changing so our training and development systems remain fluid to meet those changes.
E I

Erin Indelli

Director of Finance

Photo of Financial Advisor Jillian Kashuba

Jillian Kashuba

Financial Advisor

Photo of Director of Supervision Nicholas Davis

Nicholas Davis

Director of Supervision

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Dina Dakwar

Director of Strategic Development

Dina is from Milwaukee, Wisconsin and holds her BBA and MSF in Finance from the University of Wisconsin-Milwaukee. Starting her career with Northwestern Mutual Corporate as a college intern in 2011 has evolved into a lifelong career. Her role focuses on growing our leadership team and bringing strategic alignment across all our offices.
Photo of Growth and Development Director Zacharey Cerruti

Zacharey Cerruti

CFP®, ChFC®, CLU®, RICP®

Growth and Development Director

Zach, a Partner and Private Wealth Advisor with Strategic Planning Associates, focuses his relationship around developing a deep understanding of his client’s goals and vision for their financial success. He believes in acting as his client’s Financial CEO taking on the task of financial planning in order to give them the time to spend focusing on their families and careers.
Photo of Financial Advisor Samantha Schlinger

Samantha Schlinger

Financial Advisor

Photo of Field Director Adam Palamara

Adam Palamara

Field Director

I strive to know and understand your financial situation and provide you with the highest quality information, services, and products to help you reach your goals. To make a positive difference in the lives of my clients, primarily through a professional, one-on-one relationship.
Photo of Field Director William San Román

William San Román

CFP®, ChFC®

Field Director

My mission is to help clients live free from financial stress, ensuring their families are secure and they are on track to achieve the goals that are most important to them. By taking a 360-degree approach we help our clients save and invest more efficiently and be more far tax strategic, within their overall wealth building picture.
Photo of Financial Advisor Matthew Williams

Matthew Williams

Financial Advisor

Our team is committed to helping you achieve your dreams. When you partner with us, you can expect a personable conversation that’s relaxed, pinpoint, and jargon-free. To us, good financial planning does not need to be overly complex, most of the time complexity is the enemy. My team and I strive to provide you the best experience possible and to be the best advisor anyone could ever hope for. The starting point for any financial conversation should be centered around your life, family, priorities, and goals. We'll listen to what's important to you and create a personalized financial plan to help you reach your objectives.
Photo of Growth and Development Director Nicholas Marciano

Nicholas Marciano

CFP®, ChFC®, RICP®

Growth and Development Director

We help our clients identify and track their goals by providing expert guidance and written financial plans customized to their goals and priorities. Our goal is to develop lifelong relationships with our clients by being there as a resource as needs arise.
Photo of Field Director Gabriella Ciamillo

Gabriella Ciamillo

MBA

Field Director

Gabriella Ciamillo is a financial advisor. She runs a successful financial planning practice in New York specializing in providing strategic, comprehensive advice to help successful women, attorneys, physicians, business owners, and families meet their financial goals. She also often collaborates with fellow advisors to educate clients on wealth management strategies and solutions.
Photo of Growth and Development Director Tyler Fey

Tyler Fey

CFP®

Growth and Development Director

Working with Northwestern Mutual affords my team competence on both sides of the financial playing field. We serve our clients by forming a personal relationship to help them achieve their financial goals.
Photo of Founder & Wealth Management Advisor Antonio Gomez

Antonio Gomez

CFP®, AEP®, RICP®, CLU®, ChFC®

Founder & Wealth Management Advisor

Tony Gomez is a CERTIFIED FINANCIAL PLANNER™ professional & the Founder of AMG Wealth Management. Tony and his team specialize in high-level financial planning for individuals and small business owners.

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