About Us
How We Work
We take a planning-first approach, which means investment management is one part of a larger strategy, not the whole story. We look at your taxes, your income, your risk exposure, your goals, and the people who depend on you, and we build around all of it. Nothing happens in isolation, and no recommendation gets made without considering how it fits the bigger picture.
What We Believe
Good financial guidance isn't about chasing returns or reacting to headlines. It's about making deliberate decisions, staying disciplined when markets get uncomfortable, and always keeping your interests at the center of the work. We believe the advisor-client relationship is built on trust, and that trust is earned through transparency, consistency, and accountability over time.
A Different Kind of Relationship
You won't get a different person every time you call, and you won't be passed around based on account size. From the first conversation to the decades that follow, you work with us directly. We learn your situation, we remember the details, and we're reachable when something comes up. That kind of continuity isn't a premium feature here. It's just how we work.
Advisors
Andrew Keating
Private Wealth Advisor
(516) 324-0094
Andrew Keating's career in the Financial Service Industry as a Financial Advisor exceeds 25 years. Following his graduation from St. John's University, he secured a position at Dreyfus Investor Services. Thereafter he...
Anthony Macaluso
President/CEO
Anthony Macaluso is a financial advisor for Woodbury Financial, an independent broker dealer. Over the course of his decade long career, he has held several senior level positions. Anthony completed his undergraduate studies at St....
Brandon Fernandes
Private Wealth Advisor
(516) 324-0094
brandon.fernandes@osaicwealth.com
Chris Vazquez
Private Wealth Advisor
Christopher Vazquez joined Woodbury Financial with the goal of serving the needs of professionals and retirees that are looking for a partner to provide an unbiased professional plan for their financial future. Prior to joining...
Derek Laird
Private Wealth Advisor
(516) 324-0094
Lawrence Chodash
Private Wealth Advisor
(516) 324-0094
Lawrence Chodash began his career on Wall Street in 1991, and it has been his mission to successfully support his clients in achieving their financial goals ever since. In 1998, Lawrence narrowed his focus to personal finance...
Michael Lieberman
Private Wealth Advisor
(516) 324-0094
Michael Lieberman graduated from SUNY Albany in 2000 with a major in Psychology and a minor in business. Through his studies, Michael realized his enjoyment for helping others. Shortly after graduating, Michael joined Capital One...
Theo Tanjala
Private Wealth Advisor
Theo Tanjala has over twenty-five years of experience in Wealth Management, Investment Analysis and Retirement Planning. Prior to joining Woodbury Financial, Theo worked in the banking industry as a Senior Financial Advisor and...
William Klein
Private Wealth Advisor
William Klein is a native of Queens, New York, with a bachelor's degree in economics from the University of Binghamton. Because of his background in economics, William naturally found himself in the world of finance following college....
Support Staff
Sheila Erickson
Client Services Representative (Registered)
(516) 324-0094
sheila.erickson@osaicwealth.com
