David Dalton

David Dalton

David has served in the financial services industry since 1997. That period has seen him in a wide range of professional roles. He has worked as college level financial educator; equipping students and industry professionals achieve financial designations and...
Tamara Carter

Tamara Carter

Tamara joined Coastal Community Private Wealth Group after seven years focusing on Financial Planning and Protection solutions in the financial industry. She found that our organizational values paired well with her passion to help people make important decisions and...
Lindsey Smith

Lindsey Smith

Lindsey is passionate about helping you start saving for what matters to you. With over 16 years of experience working with some of the top national investment firms Lindsey has taken her leadership skills and innovation to the next level! She is here to help you make...
Lydia Moulder

Lydia Moulder

Lydia has been with Coastal Community since 2007 but joined the Private Wealth Group in 2022, she previously worked with Coastal Community Insurance Services. She holds the Certified Executor Advisor designation, equipping her with the knowledge and expertise to...
Bora Milekic

Bora Milekic

With over 30 years of experience in the financial markets and over 12 years as an advisor, Bora Milekic is excited to bring you the best of what Coastal Community Credit Union has to offer. Working as a Financial Consultant with Coastal Community and Investment...