Assistant Vice President & Private Wealth Advisor Coastal Community Private Wealth Group Investment Advisor Credential Securities
Matt started his career with Coastal Community in 2004 and joined the wealth management team shortly after. He is now a Private Wealth Advisor where his expertise lies...
Associate Private Wealth Advisor Coastal Community Private Wealth Group Investment Advisor Credential Securities
Natalie’s strength is finding solutions in financial and estate planning for her clients, which allows them to go off and do what they love to do. After taking the time to get to know her clients...
Paul Roberts, CFP, FCSI
Private Wealth Advisor – Digital Coastal Community Private Wealth Group Investment Advisor Credential Securities
Paul takes the complexity out of planning for the future by educating his clients and helping them to realize their goals through establishing and sticking to a financial plan. Paul enjoys reassuring and patiently...
David Dalton, CFP, CPCA
Private Wealth Advisor Coastal Community Private Wealth Group Investment Advisor Credential Securities
David has been serving in the financial services industry since 1997. That period has seen him in a wide range of professional roles.
Wealth Protection Specialist
Tamara joined Coastal Community Private Wealth Group after seven years focusing on Financial Planning and Protection solutions in the financial industry. She found that our organizational values...
Coastal Community Private Wealth Group Investment Advisor Credential Securities
Developing strong community and client relationships is at the heart of everything Tracy does. With over 25 years of investment industry experience, Tracy brings deep understanding and expertise to...
Estate & Trust Specialist
Danny 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 Coach 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 Specialist Coastal Community Private Wealth Group
Client Relations Assistant Coastal Community Private Wealth Group Investment Representative Credential Securities
Knowledgeable and friendly, Coltin is a recent addition to our Client Service Team, Joining Coastal in 2022. In his role, Coltin enjoys connecting with clients and a making...