Meet The Coastal Financial Team
Our focus is on you and your financial success. We are dedicated to providing exceptional service, ensuring that your goals are achieved with personalized care and attention every step of the way.
Financial Advisors
-
Todd L. Crowley
-
Christopher M. Hodgson Sr., CFP®, MSFS, CFBS, CLTC
-
Chris Hodgson Jr.
-
Jeffrey Martin, CFP®
-
Michael "AR" Silva
Client Services
-
Gail Bourgault
-
Amanda Costa
-
Jeannie Paradise
-
Lisa Sousa
-
Nick Alves
-
Jessica Cahill*
-
Patricia Clarke*
-
Zachary Davis
-
Sophie
Planning Specialists
-
Chelsea Brochu*
-
Andrew Gordon*
-
Kurt Lippincott**
-
Dan Murphy*
-
Todd Seresky*
-
Perry Smith*
-
Ken Spafford**
-
Daken Vanderburg**
*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.
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.
Schedule an Intro Call
Let’s chat! We’ll answer any questions you have, big or small, and help you see if we’re the right fit for you.