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...
Paul Roberts

Paul Roberts

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...
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...
Tracy Trotter

Tracy Trotter

Developing strong community and client relationships is at the heart of everything Tracy does. With over 25 years of investment industry experience, Tracy brings deep understanding and expertise to the Financial Consultant role. Tracy has a talent for ensuring a...
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...