President, The Coastal Companies
Charles F. Reiling. III serves as President of The Coastal Companies, including Coastal Equities, Inc., a FINRA registered broker-dealer; Coastal Investment Advisors, Inc., an SEC registered investment adviser; and Coastal Insurance Services, a division comprised of several insurance agencies providing access to a number of fixed and variable personal lines and business insurance. Prior to his role as President, Charles served as Coastal's Chief Legal Officer and Chief Financial Officer respectively.
Charles's past professional experience includes that as a partner with Skinner & Reiling, PC, a New Jersey headquartered law firm that had concentrated in securities law with a focus on representation of securities firms, investment advisory firms, and financial professionals including broker-dealer representatives, investment advisors, and financial planners. The firm also handled general commercial law, construction litigation, collection, and estate planning and administration. While there, Charles was also a Managing Director of BD/IA Compliance Solutions, LLC ("BDIA"), a financial services regulatory compliance consulting firm, at the time partially owned by Skinner & Reiling, PC. Charles also spent fifteen years intermittently in the private practice of law prior to the formation of Skinner & Reiling, PC.
An entrepreneur, Charles formed, acquired and sold several companies in the financial and food industries after previously serving as President and CEO of a Delaware trust company. He began his financial services career with Merrill Lynch in 1996.
In 1991, Mr. Reiling earned his BA in Political Science from LaSalle University in Philadelphia, PA. He earned his JD from Widener University School of Law in 1997.
He is admitted to the bar in Maryland.
National Sales Manager
Steve Richards is our National Sales Manager. He works with new representatives to help make a smooth transition to the Coastal platform. He also serves as a liaison between management and our representatives. Steve has an extensive background in trust services, banking and investment management. Steve earned his B.A. from Pennsylvania State University in 1991.
Vice President, The Coastal Companies
Matt Rakerd has 23 years of experience in the financial planning and investment field. He specializes in wealth management for executives, successful business owners, and affluent individuals. He is committed to providing excellent service and assisting clients in the areas of financial planning, investment management, estate planning, and risk management.
Chief Compliance Officer
Francis Skinner serves as Chief Compliance Officer of Coastal Equities, Inc. and Coastal Investment Advisors, Inc., as well as Chief Legal Officer of The Coastal Companies, including Coastal Equities, Inc., a FINRA registered broker-dealer; Coastal Investment Advisors, Inc., an SEC registered investment adviser; and Coastal Insurance Services, a division comprised of several insurance agencies providing access to a number of fixed and variable personal lines and business insurance.
Frank's past professional experience includes that as a partner with Skinner & Reiling, PC, a New Jersey headquartered law firm that concentrated in securities law with a focus on representation of securities firms, investment advisory firms, and financial professionals including broker-dealer representatives, investment advisors, and financial planners. The firm also handled general commercial law, construction litigation, collection, and estate planning and administration. Concurrently, Frank was also a Managing Director of BD/IA Compliance Solutions, LLC ("BDIA"), a financial services regulatory compliance consulting firm, at the time partially owned by Skinner & Reiling, PC.
Before becoming a partner with Skinner & Reiling, Frank spent fifteen years in private practice as a litigator representing equipment finance companies, insurance companies, construction companies, and small businesses in a wide-ranging array of subject matter including contract disputes, collections, bankruptcy, replevins, claim review and defense, and transactional matters. In 1991, Frank earned his BS in Electrical Engineering from Rensselaer Polytechnic Institute in Troy, New York. He earned his JD from Widener University School of Law in 1997.
He is admitted to the bar in New Jersey, Pennsylvania, and Delaware.
Chief Operating Officer
Vanessa Taylor joined Coastal in 2016 as the COO & Growth Consultant for the firm. She brings 30 years of banking and brokerage experience to the team. Her focus is to help new advisors and their clients transition to Coastal and to help brand their individual practices. Vanessa earned her B.A. in Sales & Marketing from the University of Memphis in 1992.
President, Coastal Insurance Consulting, LLC
Mike Driscoll started in the Life Insurance business in 1990 and held various sales and management positions with BISYS, before starting his own life brokerage marketing agency in 2004. Mike founded Coastal Insurance Consulting, LLC with Brendon Healy in 2013. He lives in West Chester, Pennsylvania with his wife Joanne and 5 kids and is active in coaching youth sports and golfing.
Fixed Income Trader and Municipal Principal
John has over 30 years experience in the financial services industry. The majority of his work has been as a trader in Fixed Income, as well as New Issue Syndicates and Sales. He started his career as a Municipal bond trader at Kidder, Peabody after graduating from Mount Saint Mary's College, Emmitsburg, MD with a BA in History. In addition, he has managed trading desks at E.F Hutton, Legg Mason and Pennsylvania Merchant Group.
Before joining Coastal, he worked at Vanguard, where he was responsible for assisting High Net Worth individuals with their Fixed Income holdings. At Coastal Equities he is responsible for all Fixed Income activities. John holds FINRA 7,24,52,53 & 63 licenses. A PIAA Basketball official, he resides in West Chester, PA with his wife Mary.
Vice President, Supervision
Ross Fronk is a Vice President Supervision with Coastal Equities, Inc. and Coastal Investment Advisors. He currently serves as the Supervisory Manager for The Coastal Companies, as well as assisting within several other divisions. Ross is also a Principal Owner of Coastal Risk Advisors, providing personal and commercial lines insurance to our clients and partners.
Ross joined Coastal in March of 2009, as an insurance services consultant. He began his career as a Property & Casualty claims adjuster at the Mid-Atlantic Regional Claims Office of Horace Mann Insurance Company in York, PA. Prior to making his move to the brokerage side of the insurance industry, Ross earned the Associate in Claims (AIC) designation from the American Institute for Chartered Property and Casualty Underwriters and the Insurance Institute of America. He has since progressed to insurance solutions and financial services. In 2010 he earned his certification as a Management Liability Insurance Specialist (MLIS™), from the International Risk Management Institute. The MLIS™ designation recognizes specialized expertise in the fundamentals of professional liability insurance and the more specific nuances of directors and officers liability, employment practices liability, and fiduciary liability exposures and insurance.
As the managing partner of Coastal Risk Advisors, Ross has utilized the multi-faceted approach to client service by combining investment advisory with insurance solutions. By focusing on all of the client's financial and insurance needs, he can create a full risk management program for individuals and businesses alike. Ross has established relationships with elite insurance carriers to handle the complex insurance needs of our most affluent clients, including current and former professional athletes, coaches, and high profile executives. The need for properly instituted insurance programs for the affluent is crucial to maintaining their overall financial health. Ross holds his Series 7, 24, 63 & 65, as well as Property & Casualty, Life, Health, & Annuity insurance licenses. On top of maintaining his resident insurance licenses in Pennsylvania, he is also licensed in 25 states.
Ross studied earned a B.A. in History from Millersville University, in Lancaster, PA, where he was also a member of the baseball team.
Supervisory Principal and Financial Advisor, The Coastal Companies
Greg Bianco, ChFC® serves as a Supervisory Principal and Financial Advisor with Coastal Equities, Inc. and Coastal Investment Advisors. He has been with the firm since 2010, after spending about a decade as a broadcaster for radio stations in Baltimore and Washington, D.C. He also owns and oversees multiple income tax preparation offices in the mid-Atlantic. His primary goal is to help people get to where they want to be, by taking a 360-degree view of their life, and finding the proper channels and resources to make that happen.
Greg is a classically-trained piano player. Compositions by Chopin, Liszt, and Schubert are among his favorites. He is also an avid baseball fan, and has watched several hundred major league games in 14 different cities and 17 different stadiums. Oriole Park, Wrigley Field, and PNC Park are among his favorites.
Greg studied in Economics at Towson University, in Baltimore, MD, earning cum laude honors.
David Monahan serves as CFO of The Coastal Companies, including Coastal Equities, Inc., a FINRA registered broker-dealer; Coastal Investment Advisors, Inc., an SEC registered investment adviser; and Coastal Insurance Services, a division comprised of several insurance agencies providing access to a number of fixed and variable personal lines and business insurance.
David has served as Controller for firms in the construction, service and finance industries, including Brandywine Global Investment Management from 2007 through 2013. He has also served as Treasurer for Good Shepherd Mediation, the largest mediation non-profit in Pennsylvania.
David is licensed as a CPA in Pennsylvania, as well as holding a CMA and CGMA designation. He earned his MBA in accounting from Saint Joseph's University in 1993 and a BS in Political Science from LaSalle University in 1981.
Vice President, Operations, The Coastal Companies
Kylie Fischer is a Suma Cum Laude graduate of West Chester University. Versatile in business administration, communications, and accounting, Kylie has proven herself valuable and instrumental to the Coastal Team. The point person for Advisors to trust and work with.
Bio Coming Soon
Operations & Compliance Associate, The Coastal Companies
Sandra L. Fries serves as an Operations and Compliance Associate with Coastal Equities, Inc. Prior to joining Coastal Equities, Inc. in September, 2014, Sandra had over 23 years of brokerage firm experience. Sandra worked for Ferris, Baker Watts, Inc. (now RBC Wealth Management). During that time Sandra worked in the Baltimore Branch where she worked in several areas throughout the years. She has knowledge of the Leasing Department, Operations, IRA Department, and as the Branch Administrator. Prior to leaving the firm she worked with the Compliance/Legal Department where she served as Compliance Administrator.
Compliance Associate, The Coastal Companies
Kaitlin Repella serves as a Compliance Associate for Coastal Equities, Inc. and Coastal Investment Advisors, Inc.. Kaitlin earned an Associates of Arts in Law Enforcement and Criminal Justice from Delaware Technical College in 2015 and is working to earn her B.S. in Criminal Justice from Wilmington University in 2016. During her studies she became COPT, Deljius, NIMS and ICS certified. Kaitlin is a native of Newark, Delaware and plans on attending law school in the fall of 2017.
Nancy Schwart's extensive background in business and financial services makes her uniquely qualified to oversee new account processing. She previously served as Operations Manager and Registered Rep for Quick & Reilly, Inc., as a trader on Cincinnati Stock Exchange for Weeden & Co., as a certified paralegal for Schwart Law Office, and as an Independent Broker and Commodity Broker for First Affiliated Securities, Inc.
Nancy earned a paralegal certificate from the College of Mt. St. Joseph and a B.S. degree from the University of Cincinnati in Social Work. Her personal interests include her two dogs, watching Cincinnati Bengals and University of Cincinnati Bearcat's football, and gardening.
Dan is a key part of our commission and accounting team and is involved throughout the entire commission process from beginning to end. Dan also doubles as our IT Administrator; Admin for Broadview Phone services, the Coastal NAS server, and serving as an in-house help desk for any technological concerns or consulting our reps may encounter. Dan graduated from Pennsylvania State University. He joined the Coastal team in April of 2014.
Managing Partner, Coastal Insurance Consulting, LLC
Brendon Healy serves as Managing Partner of Coastal Insurance Consulting LLC. Brendon graduated with a Bachelor's Degree from the University of West Chester in Pennsylvania in 2006. Right out of college Brendon worked in a sales role for a local courier service in the Philadelphia area. After 16 months he entered into the Insurance industry with MAIN Financial Services. Brendon was a brokerage sales manager and internal sales support at the MacNamme group for 3 years before leaving to help with a startup brokerage firm TDG Brokerage. In just his second year at TDG Brokerage Brendon helped them become the fastest growing firm within the Advantage Insurance Network. After much success Brendon decided to join the Coastal family and become Managing Partner of Coastal Insurance Consulting, LLC. Currently Brendon resides in West Chester, Pennsylvania with his wife Amelia and son Aidan.
Coastal Insurance Consulting, LLC
Kieran Cannon joined Coastal Insurance Consulting when it opened in November, 2013. Before that, Kieran worked with in the Life Brokerage arena in back room administrative operations for 30 + years, serving all aspects of Life business. Kieran is a graduate of Peirce College in Philadelphia, with a degree in Business Management. Kieran resides in suburban Philadelphia area and enjoys thoroughbred horse racing, Major League Soccer, and live-traditional Irish music.
New Business Administrator, Coastal Insurance Consulting, LLC
Tom O'Keefe has been with Coastal Insurance since January 2015. Tom is the new business administrator and currently works with backroom processing of life insurance and annuities. Tom is an avid New York Ranger and Yankee fan.
Supervisory Principal, Trading & Operations, The Coastal Companies
Charlie is the coordinator for a wide variety of operational and administrative activities for the firm. Charlie understands how to make the pieces fit together. He understands the structure of our firm and knows how to get things done for the benefit of our representatives and their clients. Charlie has twenty years of experience in sales and account management. He earned his Bachelors in Management from Rutgers University in 1986.
Assistant Controller, The Coastal Companies
Heather M. Spriggs is orginially from Maryland and serves as Assistant Controller of the Coastal Companies, including Coastal Equities, Inc., Coastal Investment Advisors, Inc. and Coastal Insurance Services.
Heather's past professional experience includes that as a Controller with Zimmer Kunz, PC, a Pittsburgh headquartered law firm. The firm concentrated in both commercial and personal civil litigation, handling practice areas such as insurance defense, toxic/environmental torts and energy. Heather also spent several years as a Controller with Watershed, LLC, a Baltimore headquartered restaurant group, including Woodberry Kitchen, Artifact Coffee and Heavy Seas Ale House, among others.
Heather has extensive experience through senior accounting and management roles for a variety of companies and CPA firms located throughout the region. In addition, Heather has expertise in consulting and automated accounting systems. She is currently working toward her CPA, along with the Series 7 and Series 24 exams.
Heather attended Strayer University as an accounting major and received a Master in Business Administration (MBA). She began her accounting career in 1997 with Science Applications International Corporation (SAIC), a government defense contractor located in McClean, Virginia.