Our Team
When you partner with our team to design a comprehensive financial plan, we'll help you identify and prioritize your goals, and provide a range of services to help you reach them, from long-term asset accumulation to preservation and distribution strategies.
Our commitment to our clients and community is to offer the highest level of service, ensuring that your financial goals are met with the utmost care.
FINANCIAL ADVISORS
Client Service Team
Jeannie Paradise
Lisa Sousa
Amanda
Costa
Gail Bourgault
Nick Alves
Zachary Davis
Patricia Clarke*
Jessica Cahill*
Planning Specialists
Daken Vanderburg**
Kurt Lippincott**
Ken Spafford**
Perry Smith*
Chelsea Brochu*
Andrew Gordon*
Todd Seresky*
Dan Murphy*
*Through our partnership with Commonwealth Financial Group, we have access to the following specialists and resources.
**Daken Vanderburg, Ken Spafford, and Kurt Lippincott are not an employees of Coastal Financial. The resources provided by Vanderburg, Spafford, and Lippincott are part of Coastal Financial’s relationship with MassMutual/MML Investors Services, LLC. Coastal Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.
