Capital Region District

Tom Schoenewolf, CFP, FCSI
Private Wealth AdvisorCoastal Community Private Wealth Group
Investment Advisor
Credential Securities
Tom began his career in the Wealth Management industry 23 years ago, as an independent Insurance Consultant. Five years later, he found his passion as an...

Tanya Forde
Client Relations AssistantCoastal Community Private Wealth Group
Investment Representative
Credential Securities
Tanya is passionate about going above and beyond by giving an unparalleled level of service when it comes to her interactions with clients. For the last five years, Tanya has been proud to...

Jace Pierson
Wealth Protection SpecialistMeet Jace Pierson. Jace works with people who want to protect what they love most, their families. Jace helps families choose insurance that is right for them, to financially weather the storm...

Brett Corcoran
Wealth Protection SpecialistAfter 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...

Danny Zich
Estate & Trust SpecialistDanny 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...

Lindsey Smith, CFP
Mobile Savings CoachCoastal 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, CAIB, CEA
Associate Estate and Trust SpecialistCoastal Community Private Wealth Group