Author: Nicole Dauenhauer

FREE 14.2 Feature: Donna LaScala

At ease with a broad range of topics, American Portfolios (AP) affiliated financial advisor Donna LaScala speaks of farm-to-table dining and Long Island’s Revolutionary War history as she walks through Baxter Pond Park, skirting along the edges of Port Washington’s town dock. LaScala’s passion for local history and the place she calls home give proof she is an old soul, just as passionate about the past as she is about the present and the future that lies ahead.

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FREE 13.2 Feature: James Collier and Gregory Knisley

There’s a certain underlying moral code that Lancastrians have,” Collier relays. “I think we are both very much products of where we grew up, which makes us a good fit here. Unlike, say the big wirehouses, we have a finger on the pulse of the slightly more conservative—that’s conservative with a small ‘c’—mindset in Lancaster. We take in more refugees per capita than anywhere else in the United States.”

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FREE 13.1 Q&A: Jared McGill

From waiting tables at East End Long Island restaurants to joining AP as a new accounts associate, McGil worked his way up through the ranks—building enough confidence to strike out on his own as an investment professional. Now, married with two children, he makes his home in Westport, Conn., and commutes each day to Blank Financial, a Park Avenue Manhattan practice where he works alongside mentor and fellow investment professional Greg Blank to provide solution-driven advice to their loyal client base.

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Seven New Year’s Resolutions for Your Practice

New Year’s resolutions can be a bore; they are much discussed, widely created and largely ignored. Yet, they can serve as a catalyst to make important changes. As the financial services industry enters a new, post-pandemic year, there may not be a better time to get serious about resolving to make changes that position your practice for success.

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FREE 11.1 Q&A – Mark Gajowski

Crossing the threshold of MAGII Wealth Management’s offices, the visitor is instantly at ease enveloped not only by the warmth of the surroundings, but more so by the genuine, caring vibe exuded by American Portfolios affiliated colleague Mark Gajowski and his team of seasoned associates. The embodiment of trust is palpable, and at once a balm for all who seek knowledgeable and compassionate care in financial planning.

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