Our Audit Consigliere Team

The People Working for You

Each member is a specialist — not a generalist. Click any team member to learn more and connect directly.

Steffan Hagendorf
Steffan Hagendorf
Founder & Managing Partner
📞 (631) 273-1000✉ shagendorf@coastlinewealth.com
James Havell
James R. Havell, CPFA®
Sr. Financial Advisor and Director of Operations
📞 (516) 665-0874✉ jhavell@coastlinewealth.com
Paul V. Hagendorf
Paul V. Hagendorf
Director, Audit & Investment Analytics | Brand & Digital Strategy
📞 (631) 496-7706✉ phagendorf@coastlinewealth.com
Jaclyn Harvey
Jaclyn N. Harvey, CFP®, CRC®
VP of Financial Planning & Advisor
📞 (631) 273-1000
Denis OLeary
Denis O'Leary
Director of Wealth Management
📞 (631) 273-1000
Robert Calabretta
Robert Calabretta
Director of Investments
📞 (631) 273-1000
Adrian Glean
Adrian Glean, CFA®, CAIA®
Investment Analyst
📞 (631) 273-1000
Connor Hall
Connor Hall
Client Service Specialist
📞 (631) 273-1000
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Hagendorf & Havell / Wealth Audits Inc. is not affiliated with Kestra IS or Kestra AS. Check the background of your financial professional on FINRA's BrokerCheck.

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