OUR PROCESS
Helping you towards a better financial future
Coastline Financial Group’s main goal is to have a positive impact on our client’s lives by helping them to achieve their goals. Our firm strives to provide financial peace of mind no matter what stage you are in … pocket sized or vast wealth, we are here to guide you every step of the way.
WHERE WE DO BUSINESS
Please inquire if you do not see your state
OUR TEAM
Barbara Bobbin-Wilkinson
Financial Services Professional / Agent
Senior partner and Co-Founder of Coastline Financial, LLC, Barbara has been in practice for 31 years. She is family driven and enjoys spending time with her family at sporting events, camping, boating and everything in between. Her successful career has been fueled by her personal touch and care for her client’s financial well-being.
Brion P. Kavanagh
Financial Services Professional / Agent
Senior Partner and Founder of Coastline Financial, LLC, Brion has been in practice for over 16 years. In his spare time, Brion enjoys spending time with his family, going to the beach and golfing.
Maria Scognamiglio
Direct Assistant to Brion Kavanagh
Samantha Duff
Direct Assistant to Barbara Wilkinson
Rachel Britz
New Account Coordinator
Alyssa Apgar
Social Media Manager / Customer Communications
