Matt started his career with Coastal Community in 2004 and joined the wealth management team shortly after. He is now a Private Wealth Advisor where his expertise lies in financial planning with personal and business clients. The moments that make a difference in his...
Natalie’s strength is finding solutions in financial and estate planning for her clients, which allows them to go off and do what they love to do. After taking the time to get to know her clients and asking the right questions, she tailors plans specifically for their...
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 enjoys reassuring and patiently guiding clients through their life stages. He has been...
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 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...
