Our advisors

Ivy Peterson

CRPC

Private Wealth Advisor

President of Gold Coast Wealth Advisors
Learn more about Ivy Peterson Visit Ivy Peterson's website

Kathleen Bresnan

CFP®, CRPC

Private Wealth Advisor

Learn more about Kathleen Bresnan Visit Kathleen Bresnan's website

Mark Peterson

CFP®, ChFC®

Financial Advisor

Practice Manager
Learn more about Mark Peterson Visit Mark Peterson's website


Our team

Rebecca O'Brien

Rebecca O'Brien

Client Concierge

Personal Intro

Rebecca joined Ameriprise in 2020 bringing 30+ years of administrative experience with focus in Executive and Practice Management. As the main interface for the practice, she serves as the direct liaison to your advisor overseeing account maintenance, licensing requirements, events and is the notary public for our office. She lives locally in Hauppauge with her husband Kevin and three children, Emma, Gavin, and Colin.

Qualifications

View more