Tom began his career in the Wealth Management industry 23 years ago, as an independent Insurance Consultant. Five years later, he found his passion as an Investment Advisor and has been with Coastal Community for the past 18 years. Tom finds great joy in helping...
Danny has been involved with the co-operative system for over 35 years and believes in and shares their values. Coastal Community Private Wealth Group and Concentra Trust have created an innovative partnership to offer Estate and Trust Services and Danny is proud to...
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...
Meet Jimmy MacMunn! Jimmy’s personal passion for investing drove him to take the securities course to make a difference in people lives. He’s new to the industry, but has passionately followed the markets for the past 15 years. Jimmy helps his clients and members...
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...
