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Unlike other companies, Coastal Wealth Management advisors, through CFS*, are salaried employees of Coastal Federal Credit Union. This unique approach gives us the independence to provide objective advice.
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Financial Advisors

David Burk

David Burk

Financial Advisor*, CUSO Financial Services, L.P.
Trust Liaison Officer, Coastal Federal Credit Union
Licenced in FL, IA, MO, NC SC, VA ,WA, WI
(919) 281-2563
5316 Page Rd
Durham, NC 27703
dburk@coastalfcu.org

For an appointment or immediate service, call Wealth Management Support at (919) 882-6656.

Martin Gabel, CFP®

Martin Gabel, CFP®

Financial Advisor*, CUSO Financial Services, L.P.
Trust Liaison Officer, Coastal Federal Credit Union
Licenced in CA, FL, MD, NV, NY NC, SC, VA, WA
919-657-1058
2339 Davis Dr
Cary, NC 27519
mgabel@coastalfcu.org

For an appointment or immediate service, call Wealth Management Support at (919) 882-6656.

Tom Gervase

Tom Gervase

Financial Representative*, CUSO Financial Services, L.P.
Trust Liaison Officer, Coastal Federal Credit Union
Licenced in AZ, NC
919-290-8047
5330 Apex Peakway
Apex, NC 27502
tgervase@coastalfcu.org

For an appointment or immediate service, call Wealth Management Support at (919) 882-6656.

Jonah Kaufman

Jonah Kaufman

Financial Advisor*, CUSO Financial Services, L.P.
Trust Liaison Officer, Coastal Federal Credit Union
Licenced in AZ, CO, FL, IL, MI, NC, PA
919-744-2704
7451 Creedmoor Rd
Raleigh, NC 27612
jkaufman@coastalfcu.org

For an appointment or immediate service, call Wealth Management Support at (919) 882-6656.

Frank Kissel, CFP®, LUTCF, CPA, MBA

Frank Kissel, CFP®, LUTCF, CPA, MBA

Financial Advisor*, CUSO Financial Services, L.P.
Trust Liaison Officer, Coastal Federal Credit Union
Licenced in NC, GA
919-595-1435
3125 Shannon Rd.
Durham, NC 27707
fkissel@coastalfcu.org

For an appointment or immediate service, call Wealth Management Support at (919) 882-6656.

Kelly Sullivan, CLU

Kelly Sullivan, CLU

Insurance Specialist
Financial Advisor*, CUSO Financial Services, L.P.
Trust Liaison Officer, Coastal Federal Credit Union
Licenced in FL, GA, NM, NC, OK
919-865-3362
1000 St. Albans Dr. Suite 101
Raleigh, NC 27609
ksullivan@coastalfcu.org

For an appointment or immediate service, call Wealth Management Support at (919) 882-6656.

Nic Gates

Nic Gates

Client Relations
Registered Representative*, CUSO Financial Services, L.P.
Trust Liaison Officer, Coastal Federal Credit Union
Licenced in NC
919-882-3472
1060 Timber Dr. East
Garner, NC 27529
ngates@coastalfcu.org

Apryl McDonald

Apryl McDonald

Client Relations
Registered Representative*, CUSO Financial Services, L.P.
Trust Liaison Officer, Coastal Federal Credit Union
Licenced in NC
919-488-2303
10850 Wakefield Commons Dr.
Raleigh, NC 27614
amcdonald@coastalfcu.org

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members. Representatives are not attorneys. For legal questions, including a discussion about estate planning or trusts, please consult your attorney.

Trust services offered through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Not NCUA/NCUSIF/FDIC Insured, may lose value, no financial institution guarantee, and not a deposit of any financial institution. The information contained herein is for educational purposes only and is not intended to provide specific investment, legal, or tax advice.