Broker Check

Erie, PA Office

Our Erie Advisors

Santo Montalbano   CRPC®, APMA®

Santo Montalbano   CRPC®, APMA®

Managing Partner


Michael Palmer

Michael Palmer



Senior Financial Advisor

Nicholas Adams

Nicholas Adams




Wealth Advisor

Our Erie Support Staff

Liz Leeseberg

Liz Leeseberg

Director of Client Services

Jessica Farber

Jessica Farber

Client Service Coordinator

Erie, Pennsylvania Office


2415 W Grandview Boulevard,

Erie, PA 16506


(814)866-1817