November 15, 2020
With over 22 years in financial services, including 19 years in wealth management, I’m passionate about making financial planning approachable and understandable. As a Certified Financial Planner® professional and Responsible Investment Specialist (RIS), I’ve had the...
October 1, 2020
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...
