Kristen joined our team in September of 2012. She has over 20 yrs of investment experience. Kristen handles the coordination of all client meetings, handles trades and transactions and provides support for Coastal Wealth Management's day to day operation of the practice to ensure a consistent level of client service.
Rollinda joined the Coastal Wealth Management Team in February 2014. Rollinda manages all marketing for the company and she brings along exceptional customer service and assists the team in scheduling and client service.
Ewa, a licensed Paraplanner has been with Ameriprise Financial since 1987 developing longstanding client relationships that have persevered through multiple family generations. Ewa's philosophy is that excellent service starts with understanding and satisfying the individual needs of each client and maintained by anticipating changes in those needs as client circumstances evolve.
Ana joined the Coastal Wealth Management team in 2015 and has been a part of Ameriprise Financial since 2003. She has over 25 years of industry experience.
Ana is instrumental in delivering a world-class client experience. She prides herself on going above and beyond to ensure the clients’ needs are met and a positive atmosphere is secured.
Carolyn joined the Coastal Wealth Management team in 2019 and has been a part of Ameriprise Financial since 2006. Carolyn takes pride in delivering high quality client service and establishing long lasting relationships with clients.