445 Broad Hollow Road,
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Sean Rooney joined Prospect Financial Services in 2019 as our Managing Partner. Sean will be working hand and hand to lead our team in strategic planning as well as spearhead our investment strategy for clients. Sean is a 23 year...
Jay L. Nathan, CPA, MBA specializes in group and personal lines of insurance. He has practiced as a Certified Public Accountant for over 20 years. Jay has a Bachelors of Business Administration from Bernard M. Baruch College, CUNY and...
Mr. Sgueglia is a member of Prospect Financial Services, LLC. He has been providing superior accounting and analytical services to his clients since 1984. He is a graduate of Long Island University, C.W. Post College where he received...
Michael F. Fairbrother joined our team in January of 2012. He is a certified public accountant as well as a general securities advisor. He combines these two areas of expertise to help clients...
Lee E. Kilbrith Managing Director has over 40 years of financial services experience. Among other accomplishments, Mr. Kilbrith is past...
Mark Rathjen joined Prospect Financial Services in 2023 after working as an independent Registered Investment Advisor for the last 8 years. He is a 30 year veteran of the financial markets and held various leadership...
Michael Goldfeder, as a CERTIFIED FINANCIAL PLANNER™ professional, delivers comprehensive strategies to his clients on an individual, family and business level. CFP® certificants hold themselves to the highest level...
David Gerken joined LPL in 2020 as a veteran financial advisor with 25 years of experience in the Insurance/Investment industry. He made his change to LPL as an independent advisor to work with his clients to build, preserve, and...
Lou Marciano has more than 25 years of experience in the financial services industry. Prior to joining LPL Financial in 2021 Mr. Marciano spent the majority of his career building his relationships and servicing his clients as a Vice...
Jessica Kim joined Prospect Financial Services LLC in February 2022 as an administrative assistant. She attended CUNY Baruch College Zicklin School of Business.
Kristin Palermo is a Sales Assistant with 20 years experience in financial services. She joined Prospect Financial Services, LLC in 2000. She ensures that the office runs smoothly and efficiently which allows the advisors to make...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses 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.