Roderick M. Carolan CFP®

Financial Advisor
(646) 757-6504

Education:

Rutgers University
Bachelors of Science
Political Science & History

Registrations & Licenses

Series 7, 63
Life and Health Insurance Licenses (multiple states)


In January 2014, Rod Carolan joined the Allied Wealth Partners, Manhattan team as a financial advisor who has also obtained his Certified Financial Planner designation. Prior to joining the firm, Rod worked for
14 years as a successful financial advisor, building strong and meaningful relationships amongst his clientele.


The foundation of Rod’s practice is based upon two essentials: open client advisor communication and a personal approach to designing tailored financial solutions.


Rod shares in Allied Wealth Partners belief that a comprehensive approach to wealth management allows him to be of service to his clients for the long term. Individuals and businesses are accustomed to a one-on-one, consultative approach where their financial goals and objectives are of primary importance. Financial lifestyles vary and Roderick takes pride in having a team of financial experts on hand to help manage the simple to the more complex needs of his diversified client base.

As an alumnus of Rutgers University, Rod received his Bachelor of Science in Political Science and History. During his time at Rutgers, he was a member of the University’s lacrosse team. Rod now resides in Westfield.

Roderick is a registered representative and investment advisor representative of Securian Financial Services.

Louis M. Aidala CLTC

President
212-897-9906

Registrations and Licenses:

Series 6, 7, 63, 24 and 26

In 2013 Louis M. Aidala became President of Allied Wealth Partners’ New York Metro Division. He brings with him 30 years of experience in the financial services industry; demonstrating superior commitment to valued clients and guiding the careers of many successful advisors.

For seven years, Lou was a Sales Manager, followed by 13 successful years as Managing Partner.  From recruiting to front line leadership, Lou maintains a simple, yet powerful mantra, believing in the ‘why’ not the ‘what’ behind his business inspiration. Lou’s father died at the young age of 27. Prior to his passing, he was misguided. Rather than keeping his life insurance policy, he invested into a mutual fund, a decision that placed further burden upon an already grieving family. 

Through this very personal ordeal, Lou Aidala experienced first-hand the importance of financial foresight, support and the honor it is to help provide relief for clients, especially in times of hardship. To this very day, the hallmark of Lou’s success is never to ask of someone what he has not already done for himself and his family.

At the start of Lou’s career journey he found himself not in finance but rather in media, serving as Bryant Gumbel's assistant at NBC Sports, contributing numerous articles to Inside Sports Magazine and Pro College Football Weekly. 

In 1984, Lou entered the life insurance business with Phoenix Mutual Life, where he wrote over 100 policies in his first seven months, enabling him to win the company's Rookie of the Year Award. He also won the New Organization Agent of the Year Award for each of his first four years in the business. From 1991 to 1993, Lou ran an independent brokerage operation and won the Disability Income Leader Award for both Security Mutual & Berkshire. 

Prior to joining Allied Wealth Partners, Lou was a productive leader at New England Financial. He joined NEF in 1993 as a District Manager, working his way up the ranks from Associate Managing Partner to Co-Managing Partner in 2000. Under Lou's direction, the firm was honored with a President's Trophy in 1999 and 2000.  While at NEF, Lou qualified for Chairman's Council in 2000, 2005 and 2007.  He later qualified for Management Leader's Conference in 2009 and 2012.

As a District Manager, Lou’s unit finished #1 on the NEF District Agency Report and the New Agent Development Report in 1998. That same year, he was awarded the coveted Edward E. Phillips Award for Outstanding Citizenship and Community Service.  Under his leadership, Lou’s firm qualified for 21 years in a row GAMA’s prestigious Master Agency Award Gold Level.  Lou was personally invited as the first field Manager by MetLife’s former  Chairman, Bob Benmosche, to speak at the MetLife Chairman's Leadership Group in August 2004 giving his presentation, "The Gift of Life." 

While with NEF, Lou was a multiple MDRT qualifier. He qualified as a Master Agency Builder for New England Financial and was consecutively nominated as Managing Associate of the Year (1996-1999). Lou also earned the prestigious Coaches Award twice and was an eight-time qualifier for NEF's Top Recruiters Conference. He also served on MetLife's product committee as well as New England Financial Field Benefits committee. 

As a proud Fordham University graduate, Lou is Aidala is a member of Fordham's Alumni Association and the Grid Iron Club. Lou is active in GAMA and NAIFA, a past President of his local branch and former Public Relations Chair for the New York City Association of Life Underwriters (NYCALU). Lou frequently contributes articles to industry publications and is an avid speaker. 

Lou is also the proud father of his two sons, Michael and Louis, Jr.                                 

Louis is a registered representative of Securian Financial Services.

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.
GAMA International is a membership organization for which individuals must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision role in the financial services industry. Awards are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Christopher Garozzo

Financial Professional
646-757-6511

Christopher Garozzo joined the Allied Wealth Partners team in March of 2016 bringing with him over 12 years of experience in the Financial Services industry. Chris attended Central Connecticut University where he played baseball and majored in Psychology and Finance.

Prior to joining Allied Wealth Partners, Chris worked for New England Financial where he was awarded both the prestigious Rookie of the Year and Rising Star awards. After working as an independent broker, Chris then decided to join Allied Wealth Partners as a Financial Professional.

During his tenure as an independent Financial Professional Chris understood the value of using cutting-edge investment tools to create innovative solutions for his clients.

He approaches his business with the same credo he practices in all aspects of life: “The best preparation for tomorrow is doing your best today”. Understanding his client’s needs and goals allows Chris to offer them well thought out and prepared solutions to help them reach their financial objectives.

A resident of Stamford, Connecticut, Chris is an avid golfer who also enjoys cooking and trying new foods and wine. In his free time, he volunteers with Inspirica Inc., a company that helps the homeless in Connecticut.

Christopher is a registered representative of Securian Financial Services.

Kevin Kynoch CPFA

Senior Financial Advisor

Kevin Kynoch joined Allied Wealth Partners in 2015, offering over 33 years of expertise in wealth management services.

Kevin began his career in Orlando Florida and found his niche in developing strategies and solutions for closely held business owners and professional practices.  In 1984 he transferred north to work with the Lambert M. Huppeler Company, and actuarial and consulting firm in Manhattan and later with New England Wealth Strategies.

In addition to running a successful practice, Kevin has been a speaker and contributor to many seminars, workshops, employee groups and trade publications.  Some of his specializations include Corporate Retirement Programs, Employer Plan Analysis and Benchmarking, Corporate and Individual Retirement Planning, Investment Planning and Estate Preservation Strategies.

Kevin is a member of the National Association of Plan Advisors and earned the Certified Plan Fiduciary Advisor designation (CPFA) in 2016, which now enables him to act as a plan fiduciary and help retirement plan sponsors manage their ever increasing roles and legal responsibilities.

Founded in 1966, Allied Wealth Partners prides itself on being an elite Independent Wealth Management Firm within the New York/New Jersey/Connecticut Metropolitan area. 

Kevin is a registered representative and investment advisor representative of Securian Financial Services.

Andrew Sansone CFP®

Financial Advisor
(646)757-6517

Registrations & Licenses:

FINRA Series 7 & 66
Life, Health & Accident Insurance Licenses
(multiple states)

Education:

Bachelor of Science
Business, Management & Economics
SUNY - The State University of New York

Andrew joined Allied Wealth Partners in March of 2014. In 2016, Andrew was recognized for his excellence in financial services by receiving the Jack Langdon New Advisor of the Year Award*. Andrew focuses much of his time building and maintaining relationships with Business Owners, Corporate Executives, Law Firms, Accounting Firms and Community Banks.

Business Owners and Corporate Executives utilize Andrew's team to administer Retirement Plans such as 401k, 403b, 457, Profit Sharing, SEP, Simple IRA's as well as Health Insurance, Group Life, Disability & Long-Term Care Insurance, Executive Bonus Plans, Deferred Compensation, Buy/Sell agreements and Key Person coverage – just to name a few.

Andrew also works with companies to help employers get the most out of their employees. It has been said that employees who have a clear understanding of their personal finances are more inclined to be happy and more productive, transferring the quality of their employment experience into everything they do. As a former business owner of 15 years, Andrew saw firsthand the value of this rationale.

Community Banks, Law Firms and Accounting Firms often refer their clients to Andrew's team to expand and strengthen their client connections, fostering deeper, more meaningful relationships. Andrew has cultivated these relationships to provide complete Wealth Management Services to specific needs such as Life, Disability and Long-Term Care Insurance offerings.

Having the support of an extensive team of diversified professionals allows Andrew to handle simple to complex cases with exceptional service and total confidence.

Andrew's passion for the services he provides is deeply rooted and very personal. Andrew’s father passed away suddenly at the young age of 47 -- prior to putting in place a financial plan. This tragic event solidified the importance of living for today while also preparing for tomorrow. Andrew has made it his mission to help clients build wealth while protecting assets, income and families from unforeseen risks along the way.

Andrew resides in Manhattan with his wife, Julie and their children Addison, Avery, and Andrew. Andrew enjoys reading, snowboarding, golfing, boating and professional napping.

Andrew Sansone is a registered representative and investment advisor representative of Securian Financial Services, Inc. *Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. 

Michael V. Daniels CHFC

Financial Advisor

Michael is a Senior Financial Advisor at Financial Focus Group. He is responsible for helping clients make strategic decisions in the areas of risk management, savings and investments, tax strategies and estate planning strategies.

Michael began his career in financial services in 1999 at a Fortune 100 company based in New York City. Recruited from college, he participated in a highly selective leadership development program that groomed future leaders of the global corporation. Over an 11-year period, Michael worked in New York City, Northern New Jersey, Chicago and successfully led various teams in national sales and marketing, mergers & acquisitions and program management.

In 2010, Michael transitioned from his corporate role as director of broker & consultant strategies to start his practice as a financial advisor that specializes in working with corporate professionals and business owners.

Michael earned his bachelor's degree from Cornell University in Ithaca, New York including a semester abroad at La Universidad de Sevilla in Seville, Spain. Michael is Series 7 and 66 registered with the Financial Industry Regulatory Authority (FINRA).  He is also Life & Health licensed in various states.

In the community, Michael serves as President of the North Essex Chamber of Commerce and oversees the North Essex Chamber Foundation. He is also an active member of Christ Church and serves as director of the media team during services at the West Campus in Rockaway, New Jersey.

Michael is extremely passionate about mentoring young people, works out regularly, plays sports and plays the drums semi-professionally.


Michael Daniels is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. 

 

Keith D. Hanenberg

Vice President of New York Metro
(973) 299-9222 ext. 399

Professional Affiliations:

National Association of Insurance and Financial Advisors (NAIFA Member)
Registered Representative and Investment Advisor Representative (member FINRA/SIPC)
GAMA- Member

Registrations & Licenses:

Series 7, 63 and 24 security registrations
Investment and insurance products

As Vice President of the New York Metro division of Allied Wealth Partners, Keith Hanenberg plays an integral role in recruiting, developing, and supervising advisors, reps, and staff affiliated with the firm.  Prior to joining Allied Wealth Partners in 2013, Keith was an Associate Managing Partner with New England Wealth Strategies, a General Agency of New England Financial.

Throughout his 18 years in the financial services industry, Keith has been the recipient of multiple awards for excellence in management. While at New England Wealth Strategies, he was recognized with the Edward K. Leaton Award for Firm Growth and Development (2007, 2008), Managing Associate of the Year (2007, 2009), and GAMA’s International Career Development Award at the Platinum Level in 2008.

In addition to his managerial responsibilities, Keith is committed to helping clients create the necessary habits for achieving long-term financial success through a collaborative planning process.

In his spare time, Keith stays actively involved within his community.  He is an Assistant Youth Football Coach for the Parsippany Hills Little Vikings.  Keith also serves on the Board of Trustees for the Oberon Theatre Ensemble, a New York City off-off Broadway nonprofit theatre company.  Lastly, Keith is the acting Secretary for the Board of Governors at Mount Tabor Country Club, in Parsippany, NJ.

Keith is a graduate of Carnegie Mellon University with a Bachelor’s of Science in Business Administration and is an active member in his alumni association. 

Currently, Keith resides in Morris Plains, NJ with his wife Katie, and sons, Tyler and Jared.

Keith holds his Series 7, 63, and 24 security registrations and is licensed to offer investment and insurance products.

 

Keith D. Hanenberg  is a registered representative and investment advisor representative of Securian Financial Services, Inc. GAMA International is a membership organization for which individuals must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision role in the financial services industry. Awards are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.