Matthew M. Montalbano, CFP®

Senior Vice President - Director, Branch - FAS, Senior Portfolio Manager - Portfolio Focus

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Virgie Taylor, CFP®

Senior Financial Associate

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Julie Peterson

Branch Service Manager/Client Associate


Our insights

We have a monthly insight written by Matt, and it aims to discuss current information we feel is important for our clients to know and understand. It is designed to be short and to-the-point. Please contact us if you would like to be added to our distribution list.

Thank you for visiting our website! Please contact us with any questions, feedback or any suggestions for additional content. Thank you!

– Matt, Virgie, and Julie