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 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...
Danny Zich

Danny Zich

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...
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 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...