David Dalton

David Dalton

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...
Tamara Carter

Tamara Carter

Tamara Carter is an expert in life and health insurance for both business owners and individuals. With a deep understanding of the complexities of insurance, she specializes in providing tailored solutions that meet the unique needs of clients. As a trusted advisor,...
Lindsey Smith

Lindsey Smith

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...
Lydia Moulder

Lydia Moulder

Lydia has been with Coastal Community since 2007 but joined the Private Wealth Group in 2022, she previously worked with Coastal Community Insurance Services. She holds the Certified Executor Advisor designation, equipping her with the knowledge and expertise to...