Satellite Beach, FL Office

Our Florida East Coast Advisors

Santo Montalbano CRPC®, APMA®

Santo Montalbano ^{CRPC®, APMA®}

Managing Partner

Brian Groh AIF®, AAMS®, CRPS®

Brian Groh ^{AIF®, AAMS®, CRPS®}

Senior Wealth Advisor

Daniel Maclean CFP®

Daniel Maclean ^CFP®

Senior Wealth Advisor

Alejandro Lofaso

Alejandro Lofaso

Senior Wealth Advisor

Our Florida East Coast Support staff

Liz Leeseberg

Liz Leeseberg

Director of Client Services

Alexandra Groh M.S., CFP®

Alexandra Groh ^{M.S., CFP®}

Senior Client Service Specialist

Satellite Beach, Florida Office

1275 S Patrick Drive,

Satellite Beach, FL

32937

(321)777-7447

West Palm Beach, Florida Office

5652 Corporate Way,

West Palm Beach, FL

33407

(561)689-6775