Meet the Team

With over 22 years of industry experience and a passion for helping clients make informed financial decisions, David is a Retirement Income Certified Professional (RICP®) and a member of the Million Dollar Round Table. He also has been recognized for the last 6 years as a Five Star Wealth Manager in Hour Detroit Magazine. He holds FINRA Series 7 & 66 licenses and is insurance licensed in 13 states. His background includes 5 years as a VP Consumer Banking Manager and 10 years total with JPMorgan Chase and a degree from Michigan State University.

David is a husband, father of three, church and community leader, and lifelong Detroit sports fan. He brings a values-driven, holistic perspective to every client relationship.

2025 Five Star Wealth Manager

Five Star Award Winners Disclosures

Sarah’s main goal is to provide outstanding customer service to every client. Sarah brings to our team collaboration, communication, accountability, and integrity.

Sarah is a wife and mother of four. When she is not in the office, you will find her exercising, spending time with friends and family, and watching college and Detroit sports.

Kelly is an administrative professional providing operational, administrative, and organizational support for North Coast Financial Advisors.  She also has working knowledge of graphic design, allowing her to assist with both operational and visual needs.  Her previous background includes overseeing inventory systems, managing warehouse operations, and supporting day-to-day office functions.

Kelly is pursuing her insurance license, Series 66, Series 7, and CFP designations. She values continuous learning and professional development and regularly enjoys taking online courses on a wide range of subjects.

Outside of work, Kelly is a mother of four who enjoys spending time with her children, camping, crocheting, reading, caring for her plants, and maintaining a healthy, positive lifestyle. She is guided by her faith in the Lord, which shapes her values and approach to her work and relationships.

Meghan Coakley is an Account Specialist at North Coast Financial Advisors in Auburn Hills, Michigan. She earned her degree in Communication from Oakland University and brings more than 10 years of experience in customer service, compliance, administration, and business operations. Meghan has a strong background supporting corporate office environments and providing dependable administrative assistance that helps teams stay organized, efficient, and focused. She takes pride in being detail-oriented, adaptable, and a trusted support to those she works with.

When not in the office, Meghan enjoys spending time outdoors, especially on the lake up north at her family’s cabin on Little Bear Lake in Johannesburg, MI. She is a devoted animal lover and shares her home with three dogs and a cat. Meghan is also a big Detroit sports fan, especially when it comes to the Red Wings and Lions, and takes annual trips to visit the teams on the road with her boyfriend and their moms. She is active in her Catholic faith, where she helps teach catechism at her church and volunteers with local community non-profits.