Our mission is to empower individuals, families, and business owners to take charge of their financial futures through personalized guidance, Confidence, and professional integrity.
About Our Team
At Coastline Financial Advisors, we believe financial planning should be purposeful, disciplined, and built around the life you want to live. Our team brings together decades of experience across financial services, military leadership, engineering management, and strategic planning to deliver clear, resilient strategies for long-term success.
Our advisors specialize in retirement planning, income strategies, wealth creation, and risk management, helping clients simplify complex financial decisions and move forward with confidence. We are deeply committed to education, transparency, and building long-term relationships based on collaboration.
What sets Coastline apart is the depth of experience behind our guidance. Our team includes:
- A 24-year U.S. Army and Army Reserve veteran with strategic and tactical intelligence experience and a background in engineering leadership at Intel
- A co-founder with over 15 years in financial services, known for building trusted relationships and guiding clients through life’s financial transitions
- A senior advisor with 35 years of experience in risk-based planning, tax-efficient strategies, and legacy planning
Tami Muldoon
Director of Operations
Donna Peisel
Client Specialist