WHO WE ARE

Our Team

We’re here to support your financial journey. Get to know our team and connect with us today.

Klindt Ginsberg, CWS

Senior Vice President, Financial Advisor

Linda Smith, FPQP

Senior Registered Practice Coordinator

Jeanne Woolsey

Client Associate

Kelly Ginsberg

Registered Client Associate

Strategic Partners

Through the Coastal Wealth Management Team, you have access to our integrated wealth planning experts.

Scott Haigh

Senior Vice President, Co-Chief Investment Officer, Director of Managed Assets Research

Matt Mendez

Vice President, Director of Insurance & Annuities