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
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Todd L. Crowley
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Jeffrey Martin
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Michael "AR" Silva
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Chris Hodgson Jr.
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Client Service Team
Jeannie Paradise
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Lisa Sousa
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Amanda Costa
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Gail Bourgault
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Nick Alves
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Zachary Davis
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Patricia Clarke*
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Jessica Cahill*
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Sophie
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Planning Specialists
Daken Vanderburg***
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Kurt Lippincott**
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Ken Spafford**
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Perry Smith*
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Chelsea Brochu*
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Andrew Gordon*
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Todd Seresky*
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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 Financialโs relationship with MassMutual/MML Investors Services, LLC. Coastal Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.