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 P. Rooney
Managing Partner
(631) 629-4579
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
(631) 629-4579
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...
Anthony C. Sgueglia CPA
(631) 629-4579
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 CPA
(631) 629-4579
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
(631) 629-4579
Lee E. Kilbrith Managing Director has over 40 years of financial services experience. Among other accomplishments, Mr. Kilbrith is past...
Mark Rathjen
Financial Advisor
631-629-4579
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
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
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
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
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
Sales Assistant
(631) 629-4579
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...
Client Centered
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.