Satellite Beach, FL Office
Santo Montalbano CRPC®, APMA®
Managing Partner
Brian Groh,
AIF®, AAMS®,
CRPS®
Senior Wealth Advisor
Daniel Maclean
CFP®, CRPS®
Senior Wealth Advisor
Alejandro Lofaso
Senior Wealth Advisor
Ethan Nuebling
Wealth Advisor
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Liz
Leeseberg
Director of Client Services
Alexandra Groh
M.S., CFP®
Senior Client Service Specialist
Brenda MacArthur
Client Service Manager
Ryan Robinette
Client Service Coordinator
Tyler
Pendyck
Client Relationship Manager
Melanie Albaugh
Client Service Coordinator
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