Michael is a man with a mission: to make financial planning as easy and stress free as possible for his clients. For many people, talking about their finances can feel overwhelming. Changing that perception of financial planning was the reason Michael got into the...
Tanya is passionate about going above and beyond by giving an unparalleled level of service when it comes to her interactions with clients. For the last five years, Tanya has been proud to continue her family’s history of working in the credit union industry. She has...
With over 5 years in the financial services industry, Alex helps clients and members understand how the financial decisions they make today effect what happens down the road. Just one example is looking at the difference between retiring and retiring comfortably, just...
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...
Meet Jace Pierson. Jace works with people who want to protect what they love most, their families. Jace helps families choose insurance that is right for them, to financially weather the storm, from unplanned sickness, disability or death. Jace services our Nanoose,...
