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See What It Means To Connect

With a Team That Has Your Best Interests in Mind

Our Values Revolve Entirely Around
You and Your Experience

At magii Wealth Management, we believe in beginning the client journey with the question, “what is most important to and for you?” Why? Because we know that in order to make a positive impact on your life, we need to do more than simply manage your money. We want to be a true partner in your success.


You Can Expect To Work With a Group That Believes In:

A Fee-Only Commitment

Being a fee-based advisory means you will know what you are paying and what you should expect from our team.

Offering a Fiduciary Perspective

We only work as fiduciaries, which means we sit on the same side of the table as you in our recommendations.

Remaining 100% Independent

With the affiliation of our broker-dealer, American Portfolios we remain independent in providing unbiased advice in your best interest.

Do Our Values Align With Your Own?

Get in touch to learn more about our difference.

Schedule a Call

Get To Know magii Wealth Management

We're a group committed to your client experience.

We believe the value of an organization is in the quality of the people who are in it.
At magii, we believe we have assembled the very best who work always with our clients priorities in mind.


Mark A. Gajowski, II, CFP®, CLU®, CEBS®, AIF®,  QKA® Photo
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Mark A. Gajowski, II, CFP®, CLU®, CEBS®, AIF®, QKA®

CEO
Mark A. Gajowski

Mark A. Gajowski, II, CFP®, CLU®, CEBS®, AIF®, QKA®

CEO

P: (631) 434-8200 x022

E: mark@magii-inc.com

My professional practice is focused on successful families, business owners and near-retirees, where I feel I can make a substantial difference in the quality of their lives. My team and I take pride in providing independent and comprehensive process-based advice that is customized around client values, goals and needs, often in conjunction with an expert network team of affiliated professionals.

My experience includes having served in a court of law as an expert financial witness and appearing in several national periodicals including the Dow Jones Investment Advisor, where I was highlighted in the February 2004 cover story, “Fresh Faces in Financial Planning.” Our firm has also been recognized and was a finalist for the HIA-LI Small Business Achievement Award in the fall of 2013 and 2014, as well as the Long Island Business News as the inaugural recipient of the 2015 Top Financial Advisors: Home Grown Team Award.

A graduate of C.W. Post, Long Island University’s Certification Program in Financial Planning and Dowling College, I obtained my BBA in Finance with high honors. I believe in the pursuit of higher education and continued learning, which is why I also frequently lecture on areas in my field and provide continuing professional education (CPE) credits to other professionals.

I believe that my career is about service and that has always been a large part of my life. I offer my time as a volunteer baseball coach, a fireman in the Riverhead Fire Department, and am an active donor for Long Island Blood Services. Additionally, myself and the magii staff spend time at the Long Island Cares Food Bank and are strong supporters of the Multiple Sclerosis Foundation / MS Hope for a Cure. I grew up on the scenic North Fork of Long Island and still live and support the community alongside my wife and three beautiful children.

Licenses & Designations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Life Underwriter® (CLU®)
  • Certified Employee Benefits Specialist® (CEBS®)
  • Accredited Investment Fiduciary® (AIF®)
  • FINRA Series 7, 63, 24 and 65
  • Life, Accident and Health Insurance Licenses

Awards & Accolades

  • Long Island Business News’ 40/40 Award - 2008
  • 8th Cohort for the Goldman Sachs/Babson College 10,000 Small Business Program - 2013
Jennifer Tammany, QKA® Photo
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Jennifer Tammany, QKA®

Director of Operations
Jennifer Tammany

Jennifer Tammany, QKA®

Director of Operations

P: (631) 434-8200 x036

E: jtammany@magii-inc.com

My career began in the restaurant industry where I managed restaurants for nearly 15 years. Thriving on the energy and customer service aspect of the business, I moved on to become the New York Regional Customer Service Manager for TruGreen Companies. During that time, I managed a team of 40 customer service representatives in 8 locations. Building on both my financial management and customer service experience, I have now made my home at magii Wealth Management where I don many hats from process improvement to human resources and customer service. 

My husband and I have been married since St. Patrick’s Day, 2001. Together we have two beautiful children, our son, Logan, and daughter, Laurel. In my free time, I enjoy watching movies with my sister, reading and spending quality time with my children. 

Jacqueline Santana Photo
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Jacqueline Santana

Registered Assistant to Mark Gajowski
 Jacqueline Santana

Jacqueline Santana

Registered Assistant to Mark Gajowski

P: (631) 434-8200 x029

E: jsantana@magii-inc.com

For close to 20 years, I have been in the banking and financial services industry. My career began at J.P. Morgan Chase as an Account Representative and within my first year, I was promoted to work with the business middle market and private banking clients. Building on my customer service skills, I advanced to the international personal banking department where I worked closely with overseas clients. 

In 2001, I became securities licensed while employed at Dreyfus Service Corporation as a Senior Client Specialist in the institutional sales department. I continued to work in finance and was most recently the Director of Financial Operations at a regional broker-dealer. Today, I’ve made my home at magii as the Wealth Management Executive Assistant. 

When I’m not working, I volunteer as PTA Council Treasurer and with community building initiatives. I am married with four children and enjoy spending time with my family and friends, reading, movies, dining out and traveling. 

Yvonne Roode Photo
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Yvonne Roode

Retirement Services Director
 Jacqueline Santana

Yvonne Roode

Retirement Services Director

P:  (631) 434-8200 X028

E: yroode@magii-inc.com  

As the Director of Business Development, Yvonne Roode strives to enhance retirement planning awareness with employers to achieve retirement readiness for their employees. She partners with business owners, financial advisors, CPAs and investment management firms to share knowledge about industry changes, trends and opportunities to create customized retirement solutions.

Employers sponsoring a qualified retirement plan seek Yvonne’s expertise in developing a sound governance process, implementing best practice fiduciary processes, promoting disciplined savings opportunities and offering a robust benefit to employees. Clients rely on Yvonne as a trusted advisor who puts the interest of her clients first and to share her expertise to address any challenges that arise.

Yvonne has nearly 20 years of experience in retirement planning, having joined the industry in 1999. Prior to that, she spent several years as a sales assistant in mortgage banking and real estate. Yvonne is committed to enhancing and refining her professional skills and frequently attends Dale Carnegie seminars, industry education workshops and has recently joined Toastmasters to polish her presentation skills.

A native of Long Island, Yvonne’s family owned and operated Swan Bakery for 29 years.  She has an endless amount of energy and a variety of pastimes, including playing tennis and exploring the world by traveling with her son.

Brian Potocki Photo
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Brian Potocki

Client Services Administrator
 Jacqueline Santana

Brian Potocki

Client Services Administrator

P: (631) 434-8200 X026

E: bpotocki@magii-inc.com

Brian started his career as a cook/waiter for 10 years and moved into the retirement industry in 2000 with a large-national provider for 14 years.  Realizing he wanted something more, he found his way to magii pension services, where he enjoys each day and hasn’t looked back since.

He enjoys helping people and seeing them get what they are entitled to. The surprise that someone has when they are told they have more money in their retirement plan than they thought makes my job very enjoyable.

His day-to-day duties are to assist clients and participants to better understand what they are saving for with their contributions and help them if they get into a situation where they need loans, distributions or rollovers.

Outside of work, he loves to spend my time with his partner, Alisha, and their three children, Imagine, Kaitlyn, and Vash. He enjoys watching the Mets, movies, and anime, listening to all sorts of music, and relaxing with video games and books.

 

Kristin Merola Photo
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Kristin Merola

Client Services Administrator
Kristin Merola

Kristin Merola

Client Services Administrator

P: (631) 434-8200 X027

E: kmerola@magii-inc.com

Kristin started her career as a cashier / bookkeeper in a local grocery store, worked briefly in a bank then made her way to a large national TPA organization where she worked in a similar job role.  She felt that at a large company she was just a number, and then found magii pension, where she feels very settled and happy knowing that they care about her and her family as much as we all do for our clients. It’s a great fit.

She enjoys being part of a team that is eager to help clients have the best experience possible.  On a day-to-day basis she helps ensure all plans are maintained efficiently. Doing her part to stay connected with our clients.  She gets that our clients don’t always understand how a plan works, and does her best to help make sense of the foreign language that is “retirement”.

Kristin assists clients with their plan, helping simplify what seems to be complicated and overwhelming, helping them understand their plan design to stay in compliance with the IRS/DOL.

She is currently studying for the ASPPA QKA designation.

Outside of work, she spends her time with her husband, kids, and family. They enjoy, places such as the beach, waterparks, amusement parks, sporting events, the zoo, museums and the aquarium. From time to time she and her family volunteer for a local animal rescue where they help take care of cats and kittens.  Her favorite thing to do is watching her kids in their activities, challenging themselves to strive better.  They are ambitious to do better today than they did yesterday.  She has gone skiing, tubbing down a river, tubbing on a speed boat, bungee jumping at 6 Flags, jet skiing, swam with sting rays, rode on a banana boat and took a bike ride through the trails of Lake Minnewaska.

Walter H. Brown Photo
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Walter H. Brown

Retirement Planning
Walter H. Brown

Walter H. Brown

Retirement Planning

P: (631) 434-8200 x031

E: wbrown@magii-inc.com

As an Investment Advisor Representative I advise on numerous investment and insurance solutions, with a focus on the security and safety of retirement planning. My career in the financial business began in 1995 and I have always believed in taking a hands-on approach with my clients. My focus is largely on providing our retirement plan clients and their employees an opportunity to make educated decisions regarding their finances. 

Born and raised in Islip, New York, I currently reside in Ronkonkoma. I have three daughters and 2 wonderful grandchildren. I am also an accomplished girls softball coach (boasting 3 NYS championships), a proud veteran and an active member in my local VFW. 

Nagendra Singh, CFP®, EA Photo
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Nagendra Singh, CFP®, EA

Enrolled Agent
Nagendra Singh

Nagendra Singh, CFP®, EA

Enrolled Agent

P: (631) 434-8200 x033

E: nsingh@magii-inc.com

Since the 1990s, I have held a variety of roles in the financial services industry including designing and implementing web-based retirement modeling tools for several large companies. Tired of having little contact with the everyday person, I transitioned away from generic modeling and began working with individuals and small businesses under the direction of a CPA and financial planner. This is where I first experienced the benefits of marrying together client’s financial plans with their annual tax filing needs. 

For this reason, I became licensed with the IRS as an Enrolled Agent and have also earned the distinction of being a CERTIFIED FINANCIAL PLANNER™. I am also a member of the National Association of Tax Practitioners (NATP) and the Financial Planning Association (FPA). I understand that the tax and financial planning landscape is always changing and membership in these organizations allows me to stay current on new opportunities available to my clients. 

On a personal note, I am married and live in Setauket, New York with my wife and two young children.