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The Team
Who We Are
Matthew Johnson
Senior Vice President
Matt has over twenty years of experience in wealth management, beginning his career at Citi Personal Wealth Management in New York City. He relocated to Naples, FL in 2018 with his wife Kristin and son Timothy. In his spare time he enjoys boating, fishing, cooking, and walking his three Labradors.
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Matt currently holds the CFP, ChFC, AEP, and CLU designations, as well as an undergraduate degree from Syracuse University.
239-449-7992
Brian J. Cotroneo
Senior Vice President
Brian began his financial career in 2008 working for Merrill Lynch in New York City. A former Naval Flight Officer, Brian has lived in the Ponte Vedra, FL area since 2013 with his wife Cassie and daughters Abigail and Ella. In his spare time he enjoys golf, running, shooting, and the beach.
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Brian currently holds the CFP, CFA, ChFC, and ChSNC designations, as well as an undergraduate degree from Villanova University and graduate degree from Georgetown University.
904-930-4490
Sharon Kurgis
First Vice President
Sharon has been serving wealth management clients for over 40 years. She began her career at Merrill Lynch before joining Moors & Cabot in 2008. In her spare time she enjoys spending time outdoors.
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Sharon holds an undergraduate degree from the Florida Institute of Technology as well as multiple securities licenses.
239-449-7983
William Pluta
Registered Client Associate
William has worked in financial services since 2021. He has held multiple roles related to financial audit, analysis, and business development.
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William is a graduate of the University of South Carolina and holds multiple securities licenses.
239-449-7987
Lorraine Mei
Client Associate
Lorraine began working in financial services in 2001. She has served as Support Specialist, Client Associate, and Office Manager of multiple advisory service firms.
239-449-7997