Matthew M. Montalbano, CFP®, CPFA®

Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus

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Virgie Taylor

Virgie Taylor, CFP®, CPFA®

Senior Financial Associate

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Lori Trosper

Lori Trosper

Branch Service Manager, Registered Client Associate


Our insights

We have a monthly newsletter written by Matt and Virgie, 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 Lori


Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Wealth Strategist


Trust Consultant


Wealth Management Banker