Broker Check

Executive Team

Jeremy M. Straub, CRPC, CFS®

Founder | CEO


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...

Read more

Max Farahani

Agency Chief Financial Officer


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...

Read more

Amy Hamer

Agency Chief of Staff

(954) 331- 5064

(954) 331-5050

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...

Read more

Hali Utstein

VP Marketing


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...

Read more

Renee' Caputi, MBA, JD, LLM

Director, Advanced Markets

(954) 625- 1507

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,...

Read more

Alejandro Mendieta

Managing Partner


Alejandro Mendieta is a Managing Partner of Coastal Wealth, a member of the MassMutual Financial Group.Leading one of the largest financial services firms in Florida, Alejandro serves his team of advisors and clients...

Read more

Matthew Schommer

Agency Senior Partner, West Coast


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...

Read more

Helen Smith

Vice President Business Development

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...

Read more

Neil E. Weiss

Managing Partner of the Palm Beaches


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...

Read more