Our People

We Are Committed to Helping Our Clients

Everyone at Coastal Community Private Wealth Group, and the Coastal Community family of companies, is passionate about building stronger relationships to improve financial health, enrich people’s lives and build healthier communities.

Private Wealth Advisors

Sophisticated advice, knowledge and experience to deliver.

Financial Consultants

Providing holistic advice and solutions to our clients.

Wealth Protection Specialists

Experts helping ensure what matters is insured.

Leave a Legacy

A wide range of solutions for effective planning.

Direct Advice

Get personalized help from an expert only when you need it.

Client Service Team

Unparalleled client service from a committed team.

Leadership Team

Building strong, lasting partnerships with our clients.

Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc., which is a subsidiary of Coastal Community Credit Union. Coastal Community Financial Management Inc. is a licensed life insurance agency offering financial planning, life insurance and investments.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.