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...
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...
After a close family member passed away in 2014, Brett began his insurance career. Brett was motivated to share his experience about the financial hardship losing a loved one can cause and dedicated himself to helping other families protect themselves against similar...
