ABOUT US
Personalized Financial Guidance You Can Trust
At Coastal, we believe financial guidance should feel clear, personal, and supportive. Our mission is to help individuals and families navigate financial decisions with confidence by providing thoughtful strategies tailored to their goals and life stages.
We take a relationship-first approach, getting to know each client beyond the numbers. By understanding what matters most to you, we’re able to design strategies that support your vision today while preparing for tomorrow.
MEET OUR TEAM
A Team You Can Trust
Behind every plan is a team focused on your long-term success. We combine professional insight with a thoughtful approach to help you navigate financial decisions with clarity and peace of mind.
Daniel Summit
Senior Financial Advisor
Daniel brings a thoughtful, structured approach to financial planning, helping clients navigate complex decisions with clarity and confidence. With extensive experience in retirement planning, investment strategy, and long-term wealth management, he focuses on building plans that align with each client’s goals and values. He believes successful financial planning starts with understanding what matters most to the client, then creating a strategy that evolves as life changes. Michael is committed to acting in his clients’ best interests and providing guidance grounded in transparency and trust.
Jayson Bryson
Financial Professional
Jayson serves as a primary point of contact for clients, ensuring a smooth, supportive experience at every stage of the planning process. He focuses on coordination, communication, and ongoing service, helping clients stay informed and engaged with their financial plan. With a strong attention to detail and a client-first mindset, Daniel is dedicated to making each interaction clear, efficient, and reassuring. His goal is to ensure clients feel supported, heard, and confident in their relationship with the firm.
Lauren Wells
Investment Advisor
Lauren specializes in investment analysis and portfolio construction, supporting clients with strategies designed to balance growth, risk, and long-term objectives. Her approach is disciplined and research-driven, with a strong emphasis on aligning investment decisions to broader financial goals. She works closely with clients to ensure their portfolios remain aligned with their priorities, adapting strategies as market conditions and life circumstances change. Laura values clear communication and believes informed clients make stronger decisions.
Alexis Vaughn
Financial Professional
Alexis serves as a primary point of contact for clients, ensuring a smooth, supportive experience at every stage of the planning process. He focuses on coordination, communication, and ongoing service, helping clients stay informed and engaged with their financial plan. With a strong attention to detail and a client-first mindset, Daniel is dedicated to making each interaction clear, efficient, and reassuring. His goal is to ensure clients feel supported, heard, and confident in their relationship with the firm.
Michael Hawthorn
Client Relationship Manager
Michael serves as a primary point of contact for clients, ensuring a smooth, supportive experience at every stage of the planning process. He focuses on coordination, communication, and ongoing service, helping clients stay informed and engaged with their financial plan. With a strong attention to detail and a client-first mindset, Daniel is dedicated to making each interaction clear, efficient, and reassuring. His goal is to ensure clients feel supported, heard, and confident in their relationship with the firm.
David Gibson
Financial Professional
David serves as a primary point of contact for clients, ensuring a smooth, supportive experience at every stage of the planning process. He focuses on coordination, communication, and ongoing service, helping clients stay informed and engaged with their financial plan. With a strong attention to detail and a client-first mindset, Daniel is dedicated to making each interaction clear, efficient, and reassuring. His goal is to ensure clients feel supported, heard, and confident in their relationship with the firm.
Our Commitment
We are committed to acting in your best interest and providing guidance rooted in integrity and care. As an independent advisory firm, our focus remains on delivering personalized solutions designed to support your goals, not selling products or chasing trends.
At Coastal, we focus on clarity, personalization, and long-term relationships.
Choosing the right financial partner matters. Our approach is designed to give you confidence in every decision, with guidance that adapts as your life and goals evolve.
Personalized Guidance
Strategies built around your goals, not a one-size-fits-all approach.
Clear
Direction
Straightforward guidance that helps you make confident decisions.
Trusted
Experience
Proven insight to help you navigate every stage of life with confidence.
Ongoing
Support
Continuous guidance that evolves as your goals and circumstances change.