Meet Jonah and Sam

To retire better,
you need to plan better.

As a Coastal member, you are entitled to a complimentary financial review with one of our financial advisors. We know you have options. While other firms limit their services and have required financial minimums, Coastal is committed to helping all members plan for a secure retirement and pursue their financial goals.

Managing your finances is crucial, no matter what stage of life you’re in. Whether you are just getting started in your financial planning or currently retired, we are here to help you make smart decisions with your money and preserve your assets. You will receive a personalized plan, tailored to your needs.

Contact Jonah and Sam for your comprehensive financial review.

Alwyn Ngo

Client Service Liaison

ango@coastal24.com

Alwyn Ngo is a Client Service Liaison with the Coastal Wealth Management team. Before stepping into the financial world, he worked in cafés, restaurants, and real estate—and still holds an active license with Daymark Realty.He also has...

Catherine Bryant

Wealth Advisor

Locations: Carrboro, North Harrison, Crescent Commons, Cornerstone Background: Catherine's personal goal is to build deep relationships with her clients and help them pursue financial goals through objective management of investment...

Cheryl H. Guy

LPL Registered Financial Assistant to Wealth Advisor Catherine Bryant

cguy@coastal24.com

Chris Bausback

LPL Registered Financial Assistant

cbausback@coastal24.com

David Burk

Financial Advisor

Location: Page Road Background: David helps clients with financial planning and advising in the Research Triangle Park area. This experience has grown his knowledge in strategic investment and retirement planning for individuals and...

Drew Snider, CFP®

Sr. Paraplanner

asnider@coastal24.com

Location: Shannon Road Background: Drew loves the satisfaction of knowing a family has a plan to reach their goals and the insurance in place to protect those goals when things go wrong. He believes what makes him unique is his ability...

Ewelina Caplap, MBA, MSIS, PMP^®,CLU^®, ChFC^®

Vice President and Program Manager

ecaplap@coastal24.com

As a growth-minded leader in wealth management, Ewelina Caplap is dedicated to enhancing the financial well-being of Coastal Credit Union members. Serving as the Wealth Management Program Manager, through CUSO Financial Services, L.P.,...

Johnny Medlin

LPL Registered Financial Assistant to Wealth Advisor Jonah Kaufman

jmedlin@coastal24.com

Jonah Kaufman

Wealth Advisor

Location: Creedmoor Background: Jonah began his career as a registered representative with a mutual fund company. He then transitioned to Coastal Wealth Management in 2011.He is a...