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Our Crew Keeps You on Course.

At the Coastal Advisory Group our award-winning team is dedicated to helping you achieve your financial goals by providing you the full-scope of financial planning services. See how our years of experience and specialized knowledge can make a difference!

Jason Lipps
Jason R. Lipps
Investment Adviser Representative
For over 10 years, Jason Lipps has been driven by his passion to help his clients learn sound investment principles so they can make smarter decisions and enjoy greater freedom in their total financial lives. He offers his clients one-on-one meetings outside of the office to ensure their convenience and comfortable discussion.

After graduating from Miami University with a Bachelor of Science in Finance, he started his own business as an Investment Advisor Representative and focused on Comprehensive Financial Planning with Brecek & Young Advisors. In 2006, he moved his practice to Pension Corporation of America, and in 2010 he became a Wealth Manager with the Coastal Advisory Group, winning the 2011 and 2012 FIVE STAR Wealth Manager Awards.

He and his wife, Kerri, are the proud parents of their first daughter. He also enjoys golfing, reading and taking his dog to the park. He holds an Ohio Life, Health, and Disability Insurance license.

Nancy C. Schwart
Nancy C. Schwart
Operations Manager
Investment Adviser Representative
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.

Doris A. Candito
Doris A. Candito
Investment Adviser Representative
Doris Candito began her distinguished 25-year career as a financial advisor with Dean Witter, now Morgan Stanley, joining Coastal Equities seventeen years ago, and The Coastal Advisory Group four years ago. She was named 2012 FIVE STAR Wealth Manager in October. Doris has provided market commentary on a radio station in London, Ohio, and appeared on Channel 19 TV in Cincinnati. She uses her expertise hands-on to help her clients, and conducts seminars on charitable giving and retirement planning to educate her community.

Doris is a graduate of Ohio University, completing both Bachelor and Master of Arts degrees in Political Science/Public Administration. She enjoys her three children, loves to run, having completed two marathons, and speaks German and Spanish.

Don Clark
Don Clark
Investment Adviser Representative
Don Clark is a highly successful veteran of financial services, bringing over 27 years of experience and knowledge to helping families and individuals protect and grow their wealth. As a Certified Estate Planner and member of the National Institute of Certified Estate Planners, he has helped to lay the foundation that has enabled families and individuals provide for their heirs and favorite charities.

For most of his career, Don has been an active member of the IARFC, the International Association of Registered Financial Consultants, but his expertise is not confined solely to financial advising. He is also a Certified College Planning Specialist and member of the National Institute of Certified College Planners helping families with their total college planning experience including college selection, admission and funding.

Don is married with two children and two grandchildren. He enjoys traveling, fishing and watching his grandchildren play sports. He holds Ohio Life, Health and Variable Annuities licenses.

Joyce Macke
Joyce Macke
Investment Adviser Representative
Joyce Macke’s practice can be summed up in one phrase: “Once a Client, Always a Client.” Her superb client retention over the past 30 years is the result of her warm style and deep concern for the financial lives of her clients. Joyce started her career with Merrill Lynch in 1980, continued to grow her practice at Dean Witter, and then joined forces with Coastal Equities in 1993, leading to her affiliation with The Coastal Advisory Group in 2006.

A native Cincinnatian, Joyce has been an active community leader in Northern Kentucky as a member of the school board, and as a candidate for the Kentucky State Senate. She likes to travel, paint, and design and construct costumes for her family and friends. Her charitable work includes twice-weekly pick up of donated food for her church’s dinners for the homeless. Joyce and her late husband, Dick, have five children and sixteen grandchildren. .

Arthur A. Shilt
Arthur A. Shilt
Investment Adviser Representative
Art Shilt offers clients thirty years of experience in all areas of investing, including retirement, estate, and tax planning. His highly personalized approach is designed to help clients meet their financial goals regardless of what stage of life they’re in. As a lifetime recreational basketball player, Art uses the model of preparation, teamwork and game plan execution to help clients achieve their financial goals. He holds a Bachelor of Arts in Political Science from Ohio Wesleyan University with graduate work at Miami University.

Art is married, with three children and five grandchildren, and plays basketball regularly, having played on teams at every level in a variety of leagues. His community activities have included serving as President of Cincinnati Stock & Bond Club, President of Good Bears of Children’s Hospital, as a member of City of Cincinnati Community Development Committee, and Pi Sigma Alpha fraternity. He holds Ohio Life, Health and Variable Annuities licenses.

Jay Hasselbeck
Jay Hasselbeck
Database Manager
As Database Manager, Jay Hasselbeck helps keep private wealth management private by maintaining our databases, reviewing accounting transactions and assisting in communications and investor relations. Jay’s diligence and integrity are unparalleled when it comes to serving our select client family. He is the go-to guy for technology issues and oversees the audio-visual installations for seminars and conferences. Jay received his Associate Degree in Accounting from Northern Kentucky Technical College.

When not in the office, he is an avid player of Fantasy Football with an affinity for movie-going and playing recreational basketball and golf.

Eileen Schulte‏
Eileen Schulte‏
Client Service and Communications
Eileen Schulte is often the welcoming voice you hear first on the phone, as well as the one who already knows your name when you arrive at a Coastal Advisory Group event. Her duties include assisting Managing Member Michael Mueller and Investment Advisor Representatives, bookkeeping, and arranging event functions.

Eileen and her husband enjoy spending time with their children and grandchildren when not at work. She is active in her community, volunteering as a counselor to young women at a community non-profit and participates in the Sunday services at her church. Eileen resides in Northern Kentucky, and is a retired EMT from the Fort Mitchell, Kentucky Life Squad.

© 2015 Coastal Advisory Group, A division of Coastal Investment Advisors,
an SEC Registered Investment Adviser. All Rights Reserved.
Securities offered through Coastal Equities, Inc. Member FINRA/SIPC
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