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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Central Coast Team

Christina Coyle

Operations/Office Manager


(805) 541-6502

Christina has over 19 years of Financial Services experience, working at Morgan Stanley, with an Registered Investment Advisor and Obispo Wealth Management. She has a breadth of experience by having positions in cashiering, New...

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David S. Nilsen

President and LPL Financial Advisor



David has lived on the Central Coast for more than 20 years and has been working in the financial services industry since 1994, developing relationships with families on a multigenerational basis. David's goal is to develop customized...

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