Tampa, FL Office
Santo Montalbano CRPC®, APMA®
Managing Partner
Hunter McCarthy
CRPS®
Wealth Advisor
Laura Clark-Brown
Wealth Advisor
Gene
West
Wealth Advisor
Brooke
Thiel
Wealth Advisor
Saralyn Rickman
Senior Wealth Executive
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Liz
Leeseberg
Director of Client Services
Ryan
Rajakar
Client Service Coordinator
Ryan Robinette
Client Service Coordinator
Joshua
Green
Client Service Coordinator
