December 5, 2020
David has served in the financial services industry since 1997. That period has seen him in a wide range of professional roles. He has worked as college level financial educator; equipping students and industry professionals achieve financial designations and...
November 23, 2020
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...
November 15, 2020
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...
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...
