Our Team

Coastal Financial Group's team of financial advisors and client service professionals in Dartmouth, MA, serving individuals, families, businesses, and nonprofits throughout the South Coast of Massachusetts with comprehensive financial planning.


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

Christopher M. Hodgson, Founder and Managing Partner of Coastal Financial Group in Dartmouth, MA, providing comprehensive financial planning and wealth management.

Christopher M. Hodgson
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Jeffrey Martin, Financial Advisor at Coastal Financial Group in Dartmouth, MA, providing financial planning, investment management, and retirement planning services.

Jeffrey Martin
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Michael "AR" Silva, Financial Advisor and Director of Operations at Coastal Financial Group in Dartmouth, MA, helping families and business owners with comprehensive financial planning and wealth management.

Michael "AR" Silva
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Christopher Hodgson Jr., Financial Advisor at Coastal Financial Group in Dartmouth, MA, helping clients with personalized financial planning and retirement strategies.

Chris Hodgson Jr.
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Client Service Team

Jeannie Paradise, Director of Private Wealth Client Services at Coastal Financial Group in Dartmouth, MA, providing exceptional client service and account support.

Jeannie Paradise
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Lisa Sousa, Office Manager at Coastal Financial Group in Dartmouth, MA, welcoming clients and supporting the firm's financial planning team serving the South Coast of Massachusetts.

Lisa Sousa
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Amanda Costa, Director of Retirement Plans at Coastal Financial Group in Dartmouth, MA, helping businesses and nonprofits with employer-sponsored retirement plans.

Amanda Costa
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Gail Bourgault, Director of Employee Benefits at Coastal Financial Group in Dartmouth, MA, helping businesses and nonprofits with employee benefits and group insurance solutions.

Gail Bourgault
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Nick Alves, Senior Private Wealth Client Services Specialist at Coastal Financial Group in Dartmouth, MA, assisting clients with account servicing and investment support.

Nick Alves
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Marisol Rosa, Private Wealth Client Services Specialist at Coastal Financial Group in Dartmouth, MA, supporting clients with account servicing and financial planning administration.

Marisol Rosa
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Jessica Cahill, Director of Insurance New Business & Service at Coastal Financial Group in Dartmouth, MA, supporting life insurance implementation and client service.

Jessica Cahill*
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Alysha Tuthill, Client Support Specialist at Coastal Financial Group in Dartmouth, MA, assisting with client onboarding, account openings, and transfers.

Alysha Tuthill*
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Sophie, Chief Happiness Officer at Coastal Financial Group in Dartmouth, MA, welcoming clients to the office.

Sophie
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Planning Specialists

A bald man with a beard wearing a navy blazer and white shirt, smiling at the camera, in an indoor setting with wooden walls.

Daken Vanderburg***
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A professional headshot of a man with short dark hair, wearing a dark pinstripe suit, white shirt, and green tie, smiling slightly against a plain light background.

Kurt Lippincott**
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Portrait of a man in a suit smiling indoors with blurred background.

Ken Spafford**
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Close-up of a man in a suit with a small American flag pin on his lapel, smiling, wearing a colorful tie with an alligator pattern.

Perry Smith*
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Close-up portrait of a smiling woman with long, wavy red hair, wearing a green and beige patterned blouse, against a plain gray background.

Chelsea Brochu*
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Close-up of a smiling man wearing a gray suit and white shirt against a neutral background.

Andrew Gordon*
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Headshot of a smiling man with short, dark hair, blue eyes, wearing a dark blue blazer and light blue dress shirt, against a plain gray background.

Todd Seresky*
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Headshot of a man with short dark hair, light skin, green eyes, a beard, wearing a dark blue suit jacket and a white dress shirt, smiling, against a plain gray background.

Dan Murphy*
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*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.