Colin was 18 years old when he met his first investment advisor. That advisor put together a plan that ended up paying for Colin’s university education, a bachelor’s degree in Economics. After seeing how solid advice could pay off, he knew he wanted to help people in...
Tom’s career in the financial services industry began at Coastal Community in 1996, starting in member services, before joining the wealth management division. He has been working as a Wealth Advisor and Certified Financial Planner for the past 16 years. Specializing...
Ian is passionate about helping people achieve their financial goals. He is most rewarded in his career when the service he provides to clients makes a meaningful difference in their lives. After graduating with a Bachelor of Business Administration degree from Simon...
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...
