Meet the Coleman Financial Group Team

Protecting you and your family from the unexpected.  We are passionate about helping people achieve their financial and life goals.

Katie Coleman

Katie Coleman

Emily Abbate

Kaitlin Callagy

Shawn Henderson

Mahi Coleman

  • KATIE COLEMAN, CFP ® - FINANCIAL ADVISOR

    E: katie@colemanfinancialadvisors.com
    Office: (631) 780-7052
    Cell: (516) 522-1920

    Katie Coleman, CFP®, is a Financial Advisor and President of Coleman Financial Group. She has been in the financial services industry for 15 years and is passionate about helping people achieve their financial and life goals. Katie is originally from Atlanta, Georgia and graduated from the University of Georgia, Terry College of Business with a bachelor’s degree in Business Management. She moved to New York in 2007 and that same year, joined Siena Wealth Advisory Group. In 2012, Katie became a partner at the firm and together, with her business partner, trained over 600 financial advisors across the country. She was named as one of Long Island Business News’ 40 under 40, which honors outstanding members of the business community on Long Island, in January 2014. Katie was a finalist of the 2015 Athena International Young Professional Leadership Award. She has been quoted as a financial expert in publications such as the Wall Street Journal, NY Post and the Long Island Business News and appeared on CNBC’s “On the Money”. In 2018, she was recognized on the Forbes America’s Top Next Generation Wealth Advisors List and identified as one of the Ameriprise Working Mother Top Advisor Moms.

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  • EMILY ABBATE, OFFICE MANAGER

    E: emily@colemanfinancialadvisors.com
    O: (631) 780-7052
    C: (516) 522-4285

    With an extensive history in communications and customer service, Emily is dedicated to helping others and providing support to our clients and team. Emily oversees the daily operations of the office and ensures the effectiveness of the company’s staff and processes.

    Emily enjoys spending time with her husband, teenaged son, and 2 fur Babies, both mini dachshunds,

    Peter and Peppa. Emily loves traveling and is always looking forward to her next adventure. Her favorite books are ones set on Long Island and she loves trying out new DIY projects and working in her garden.

  • KAITLIN CALLAGY, ADMINISTRATIVE ASSISTANT

    E: kaitlin@colemanfinancialadvisors.com

    O: (631)780-7052

    C: (516)522-4120

    Kaitlin has worked as an administrative assistant for several years, with numerous years of customer service experience as well. Kaitlin enjoys spending time with her husband, John, and their two cats, Buffy and Wesley. Kaitlin’s interests include watching movies, catching up on pop culture, baking and reading with her book club. 

  • SHAWN HENDERSON- CLIENT SERVICE MANAGER

    E: Shawn@colemanfinancialadvisors.com

    Shawn has worked in the financial services industry for 25 years in administrative and client service roles. Shawn loves all things interior design. Her hobbies and interests include traveling to different places and cooking.

  • MAHI COLEMAN - DIRECTOR OF EMPLOYEE ENTHUSIASM

    Mahi is a short-haired golden lab who has been the undisputed ‘employee of the month’ winner ever since the award was created! Admittedly, Mahi is not the most finance-savvy member of the team (new toys and/or opportunities to get head scratches distract him from long-term planning), but he brings great joy to the office and all of our clients who visit.

    In his spare time, Mahi enjoys napping, long walks with plenty of interesting scents, and trying out the best new treats the local market has to offer.

Meet our Portfolio Consulting Team

At Coleman Financial Group, we utilize resources from Mariner Advisor Network’s Portfolio Consulting Team in order to build custom portfolios reflective of the unique financial objectives of our clients. We leverage the thought leadership and diverse resources of an experienced team to help us with portfolio construction and investment selection. By expanding our capabilities, we are able to devote more time to you, our valued clients.

Joel Gourdin

Jeremy Olen

John Lischer

Jacob Whitaker

  • Joel Gourdin, CAIA®
    Vice President, Portfolio Consulting & Analytics
    Mariner Advisor Network

    As Vice President of Portfolio Consulting and Analytics, Joel leverages the insight and resources of the Portfolio Consulting team to provide guidance to Coleman Financial Group on topics of investment alignment, asset allocation and portfolio risk. Knowing the challenges of applying quantitative analysis, his mission is to make what is complex more digestible and enhance the investment experience of the end-client.

    Joel joined the team from the Principal Financial Group, where he spent three years as Director of Portfolio Analytics. In this role, he developed an in-house, portfolio consulting program designed to apply forward-looking analysis to advisor portfolios in order to better address risk. Joel currently resides in Folsom with his wife, their two children, and a mischievous miniature labradoodle named after a member of the Beatles—appropriate for a family that loves music.

  • Jeremy Olen, CFA®
    Managing Partner & Chief Investment Officer
    Mariner Advisor Network

    As a Managing Partner of Mariner Advisor Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting Coleman Financial Group in how to best leverage investment tools, strategy, and technology to support the practice. Jeremy’s prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC, has published two indices and launched two ETFs. In addition, Jeremy developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios. Jeremy lives in Sacramento, and in his free time loves nothing more than spending time with family and hitting the slopes.

  • John Lischer
    Assistant Vice President, Portfolio Consulting
    Mariner Advisor Network

    John’s career in finance began as an advisor at large broker-dealers including Charles Schwab. Eventually he transitioned into product management and portfolio analysis at Principal Financial Group and State Street Global Advisors. Today, John serves as Assistant Vice President at Mariner Advisor Network where he is a Strategic Resource for many advisors as part of the Portfolio Consulting team. In his role, John focuses on research, due diligence, and portfolio optimization for clients. John currently resides in Cameron Park, California. When he is not reading up on investments or foiling the mischievous plans of his two cats, he enjoys going to the beach, weightlifting, and playing ice hockey.

  • Jacob Whitaker
    Research Coordinator
    Mariner Advisor Network

    Jacob began his career with Mariner Advisor Network in May 2020. With experience in accounting, finance, and advocacy, Jacob brings with him a talent for detailed analysis and communication. In his role as Research Coordinator, Jacob provides Coleman Financial Group with trading, research and technology related support.

    Dedicated to his future in finance and The Network, Jacob is currently studying for his SIE and plans to acquire both the series 7 and 66 licenses and ultimately, a CFA certification. Jacob was born and raised in Sacramento. In his free time, Jacob enjoys politics, cars and being with his family and friends.