December 4, 2020
Paul takes the complexity out of planning for the future by educating his clients and helping them to realize their goals through establishing and sticking to a financial plan. Paul recognizes that many people feel anxiety around their financial affairs, particularly...
November 23, 2020
Tamara Carter is an expert in life and health insurance for both business owners and individuals. With a deep understanding of the complexities of insurance, she specializes in providing tailored solutions that meet the unique needs of clients. As a trusted advisor,...
November 20, 2020
Building strong relationships—both in the community and with her clients—is at the core of Tracy Trotter’s approach. With over 30 years of experience in the investment industry, Tracy brings a depth of knowledge and a genuine passion for helping clients, especially...
November 15, 2020
With over 22 years in financial services, including 19 years in wealth management, I’m passionate about making financial planning approachable and understandable. As a Certified Financial Planner® professional and Responsible Investment Specialist (RIS), I’ve had the...
October 1, 2020
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...
