Capital Region District
Brett Corcoran, BSc, CFP
Private Wealth AdvisorCoastal Community Private Wealth Group
Investment Advisor
Aviso Wealth
When a close family member passed away in 2011, Brett Corcoran saw firsthand how financial stress can follow a major life event...
Lindsey Smith, CFP, RIS
Financial PlannerCoastal Community Private Wealth Group
Investment Advisor
Aviso Wealth Inc.
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...
Lydia Moulder, CEA, CAIB, TEP
Estate and Trust SpecialistCoastal Community Credit Union
Robby Manj
Financial ConsultantCoastal Community Credit Union
Registered Representative
Aviso Wealth
A desire to make a difference in clients’ lives is what drove Robby to finance. His passion for helping individuals and families secure their financial future fuels his ability to provide service at the highest level. With years of experience...