Client Service Team
Unparalleled Service From a Committed Team
Dana Smith
Client Relations AssistantCoastal Community Private Wealth Group
Investment Representative
Credential Securities
Dana is passionate about providing excellent client service and has focused her career on setting high standards and meeting those standards with care. Dana began with Coastal Community in...
Coltin Walton
Client Relations AssistantCoastal 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...
Sean Irvine
Client Relations AssistantCoastal Community Private Wealth Group
Sean’s greatest strength is his knowledge of the services available through our retail side due to his 15 years of experience there. As a new member of the CCPWG Team, Sean recognizes...