West Coast

Shawn Heidema, BBA, CIM, CFP
Assistant Vice President & Private Wealth AdvisorCoastal Community Private Wealth Group
Investment Advisor
Credential Securities
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.

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...

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