Samuel Nadew joined the Montanez Group in 2023, and provides exceptional operational support to the team. He comes to us from a banking background, and has an MBA in Business Administration. He provides clients with a comprehensive understanding of the firm's offerings, from online access and mobile applications to documentation and account management.
We welcome our new strategic partners, Shippen Royer and Seth Opel, to the team.
Shippen Royer, Financial Advisor, has spent 10 years as an Advisor with a focus on growing and protecting the assets of high net worth clients, including individuals, families, corporate executives, and businesses.
Seth Opel, Associate Financial Advisor, bring his expertise in 401(k) and retirement planning to the Montanez Group. Seth focuses on supporting clients in identifying financial goals and building their personalized roadmap for retirement.