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
Christopher M. Hodgson, CFP®, MSFS, CFBS, CLTC
Founder and Principal
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Jeffrey Martin, CFP®
Financial Advisor
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Chris Hodgson Jr.
Financial Advisor
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Michael Silva
Financial Advisor
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Jeannie Paradise
Director of Private Wealth Client Services
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Lisa Sousa
Office Manager
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Amanda Costa
Director of Retirement Plans
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Gail Bourgault
Director of Employee Benefits
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Nick Alves
Senior Private Wealth Client Services Specialist
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Marisol Rosa
Administrative Coordinator
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Sophie
Director of First Impressions
Planning Specialists
Bobbi Rebisz*
Head of Advisor Growth
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Jessica Cahill*
Director of Insurance New Business & Service
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Alysha Tuthill*
Investment Operations Coordinator
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Chelsea Brochu*
Estate Planning Strategist
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Andrew Gordon*
Advanced Planning Strategist
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Todd Seresky*
Investment Planning Strategist
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Dan Murphy, CFP®*
Head of Wealth Strategy
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Daken Vanderburg, CFA**
Chief Investment Officer, MassMutual
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Kurt Lippincott, CFA, CPWA**
Head of Investment Office, MassMutual
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Ken Spafford, CFA**
Head of Hedging, MassMutual
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Perry Smith**
Estate & Business Planning Specialist, MassMutual
Learn more*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 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.
