Executive Team

Jeremy M. Straub, CRPC, CFS®

Founder | CEO

954.331.5111

JStraub@mycoastalwealth.com

Max Farahani

Agency Chief Financial Officer

954.625.1630

mfarahani@mycoastalwealth.com

Amy Hamer

Agency Chief of Staff

(954) 331- 5064

(954) 331-5050

ahamer@mycoastalwealth.com

Erin Kaulen

Resource Manager

EKaulen@mycoastalwealth.com

Katie Rodriguez

Head of Technology

KatieRodriguez@mycoastalwealth.com

Clare Morris, LUTCF

Director of Operations

Ryan Solle

Brokerage Director

rsolle@mycoastalwealth.com

Anh Nguyen, CFA, MBA

Investment Director|Financial Planner| Investment Advisor Representative

anhnguyen2@mycoastalwealth.com

Marc Vigeant

Recruiting Director

954-331-5042

MVigeant@mycoastalwealth.com

Alejandro Mendieta

Managing Partner

305.929.4742

amendieta@mycoastalwealth.com

Christopher Price CFP®, RICP®, ChFC®

Associate Managing Director

(954) 625-1531

CHRISTOPHERprice@financialguide.com

Claudia Spence

Senior Agency Compliance Officer

James Bonilla

Managing Partner

954.625.1550

Jbonilla@mycoastalwealth.com

Jason Montgomery

Managing Director

312-533-1351

jasonmontgomery@mycoastalwealth.com

Joel Singer

Managing Partner

954-331-5048

jsinger@mycoastalwealth.com

Kenneth Fields

Managing Director

813-393-3609

813-393-3606

kfields@mycoastalwealth.com

Neil E. Weiss

Managing Partner of the Palm Beaches

561.207.2300

NeilWeiss@mycoastalwealth.com