Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Jason Cerniglia

Jason Cerniglia

CFP®

Private Wealth Advisor

Chief Executive Officer of Coastal Wealth Management
Learn more about Jason Cerniglia Visit Jason Cerniglia's website
Advisor photo for Bryan Lauriat

Bryan Lauriat

APMA

Financial Advisor

Managing Director of Coastal Wealth Management
Learn more about Bryan Lauriat Visit Bryan Lauriat's website
Advisor photo for Alicia Ahern

Alicia Ahern

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Alicia Ahern Visit Alicia Ahern's website
Advisor photo for James Alexander Cunningham

James Alexander Cunningham

CFP®, APMA

Financial Advisor

Learn more about James Alexander Cunningham Visit James Alexander Cunningham's website
Advisor photo for Michael Kelley

Michael Kelley

CFP®, APMA

Financial Advisor

Learn more about Michael Kelley Visit Michael Kelley's website
Advisor photo for Owen Odonnell

Owen Odonnell

APMA

Financial Advisor

Client Service Specialist
Learn more about Owen Odonnell Visit Owen Odonnell's website
Advisor photo for Tim McLarty

Tim McLarty

CMFC, APMA

Financial Advisor

Chartered Mutual Fund Counselor™
Learn more about Tim McLarty Visit Tim McLarty's website


Our team

Ryan Joelson

Ryan Joelson

Business Development Director,

Chief Operating Officer of Coastal Wealth Management

Personal Intro

Mystic, CT. and Glastonbury, CT. office

Qualifications

  • CFA
  • CPA
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Rollinda Beauchamp

Rollinda Beauchamp

Marketing Manager,

Client Concierge

Personal Intro

Mystic, CT. office

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Silviya Cassar

Silviya Cassar

Paraplanner,

Operations Specialist

Personal Intro

Mystic, CT. office

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Thomas Halpin

Thomas Halpin

Paraplanner,

Client Service Specialist
Carolyn Diebolt

Carolyn Diebolt

Client Concierge

Personal Intro

Glastonbury, CT. office

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Marla Charron

Marla Charron

Financial Planning Analyst,

Paraplanner

Personal Intro

Glastonbury, CT. office

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Andrew Elish

Andrew Elish

Paraplanner,

Client Relationship Specialist

Personal Intro

Glastonbury, CT. office

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Christina McDonald

Christina McDonald

Paraplanner,

Client Service Specialist
Tina Straut

Tina Straut

Paraplanner,

Chartered Retirement Planning Counselor™

Personal Intro

Pensacola, FL

Roles & Responsibilities

  • Notary
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Chrystal Emmite

Chrystal Emmite

Client Service Specialist,

Chartered Retirement Planning Counselor™

Personal Intro

Pensacola, FL

Roles & Responsibilities

  • Notary
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Lisa Johnson

Lisa Johnson

Administrative Assistant

Personal Intro

Pensacola, FL office

Roles & Responsibilities

  • Notary
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