Associate Private Wealth Advisor Coastal Community Private Wealth Group Associate Investment Advisor Credential Securities
After a close family member passed away in 2014, Brett began his insurance career. Brett was motivated to share his experience about the financial hardship losing a loved one can cause...
Financial Consultant Coastal Community Credit Union Investment Advisor Credential Securities
Tanya is a Financial Consultant at our Parksville and Nanoose Community Branches. She is passionate about helping members and clients reach their financial goals. Her friendly and empathetic approach helps people feel comfortable and confident...
Lindsey Smith, CFP
Mobile Savings Coach Coastal Community Private Wealth Group Investment Advisor Credential Securities
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
Estate and Trust Specialist Coastal Community Private Wealth Group