Broker Check

Executive Team

Jeremy M. Straub, CRPC, CFS®

Founder | CEO

954.331.5111

JStraub@mycoastalwealth.com

Jeremy Straub, CRPC, CFS® is the Founder and CEO of Coastal Wealth, a member of the MassMutual Financial Group. A financial industry thought leader who brings energy and passion to helping people preserve wealth...

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Max Farahani

Agency Chief Financial Officer

954.625.1630

mfarahani@mycoatsalwealth.com

Max began his career with MetLife in 2009, and has been in the financial services industry since 2001. As a Financial Services Representative and Investment Advisor, Max is a four-time Million Dollar Round Table qualifier, as well as a...

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Amy Hamer

Agency Chief of Staff

(954) 331- 5064

(954) 331-5050

ahamer@mycoastalwealth.com

Amy has been in the financial services industry for 8 years. As the Resource Manager of Coastal Wealth, she works directly with the leadership team to communicate, promote, and help design the firm’s vision and strategies in...

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Hali Utstein

VP Marketing

9543315073

hutstein@financialguide.com

An innovative marketing executive with a track record connecting business strategies to performance reality. Experience with mature, mid-stage and start-up organizations she brings with her Executive management of performance-based...

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Renee' Caputi, MBA, JD, LLM

Director, Advanced Markets

(954) 625- 1507

rcaputi@mycoastalwealth.com

Renee’ is a trusted Advisor that provides consultative and advisory wealth planning to Cross-Border and US Entrepreneurs and Families. This includes directing and coordinating the various specialty professionals needed for a tax,...

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Alejandro Mendieta

Managing Director

305.929.4742

amendieta@mycoastalwealth.com

Leading Miami-Dade for Coastal Wealth, a member of the MassMutual Financial Group, Mr. Alejandro Mendieta is the Managing Sales Director and Registered Principal. Mr. Mendieta has been able to inspire, motivate, and lead a premier...

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Matthew Schommer

Agency Senior Partner, West Coast

813.393.3660

mschommer@mycoastalwealth.com

As a member of the Coastal Wealth leadership team, I am dedicated to developing field leaders and helping financial advisors leverage their strengths and experiences to build successful practices. I approach every day eager to serve as...

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Helen Smith

Vice President Business Development

helensmith@mycoastalwealth.com

As a financial services professional, Helen has over 28 years of experience in the industry. She excelled at the American Institute of Certified Accountants in their most profitable division, publications, receiving national awards...

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Neil E. Weiss

Managing Director of the Palm Beaches

561.207.2300

NeilWeiss@mycoastalwealth.com

BUSINESS PHILOSOPHY My goal is to develop and maintain a professional business atmosphere in our agency, with a focus on high ethical standards. As the Managing Sales Director, I am responsible for recruiting professional sales...

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James Madera

Managing Director

954.331.5100

JMadera@mycoastalwealth.com

Jim Madera brings to MassMutual over 30 years of experience in the life insurance and financial services industries, and has a significant background in securing and cultivating client relationships, applying effective consultative and...

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Trine Andersen, CRPC

Managing Director

561.900.6070

TAndersen@mycoatsalwealth.com

Trine has worked in the financial services industry for well over a decade. Before joining Coastal Wealth, she worked as a financial planner at Ameriprise Financial and spend 10+ years building a successful practice. Her focus was to...

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Richard Landi

Managing Director

954.331.5100

rlandi@mycoastalwealth.com

Richard has been in the financial services industry since 1991, previously with Dean Witter/Morgan Stanley for 15 years as a Financial Advisor, Sales Manager and Branch Manager in Miami, Fort Lauderdale, West Palm Beach and Stuart, FL....

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