Tampa, FL Office
Santo Montalbano CRPC®, APMA®
Managing Partner
Hunter McCarthy
Wealth Advisor
Ethan Nuebling
Wealth Advisor
Liz Leeseberg
Director of Client Services
Brooke Thiel
Client Relationship Manager
Tyler Pendyck
Client Service Manager
Joelys Castellanos
Client Service Coordinator
Ryan Robinette
Client Service Coordinator
Joshua Green
Client Service Coordinator
