November 15, 2020
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...
October 1, 2020
Lydia enjoys meeting new members and being connected to the community. With a background in insurance for the past 17 years, Lydia has experience to help guide you through the complexities of estate planning. She has a depth of knowledge helping insurance clients...
October 1, 2020
Knowledgeable and friendly, Coltin is a recent addition to our Client Service Team, Joining Coastal in 2022. In his role, Coltin enjoys connecting with clients and a making a lasting impression. He works to assist people on their Financial journeys with care and...