Shawn Heidema

Shawn Heidema

Shawn’s approach to financial planning begins and ends with his clients’ best interest in mind. He fosters long term relationships with his clients founded on trust, integrity and respect. In an industry full of confusing jargon and frustrating complexity, Shawn’s...
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...
Ifeanyi Mamudu

Ifeanyi Mamudu

With ten years of experience in the financial industry, Ifeanyi is committed to providing financial solutions for various day-to-day banking and investment needs clients might have. Ifeanyi always considers all aspects of her client’s financial and personal...