Financial Advisor Near Me | CoastHills Wealth Management

Meet the Team

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

Bruce Altheide

LPL Registered Principal

(805) 733-7899

(805) 733-5838

bruce.altheide@lpl.com

Bruce Altheide is the Chief Wealth Officer for CoastHills Credit Union, one of the largest financial institutions on California’s Central Coast, where he leads an elite CoastHills Wealth Management team of financial advisors....

Marcy Hyde

LPL Financial Advisor

(805) 733-7611

(805) 733-5838

marcy.hyde@lpl.com

Marcy Hyde is a native of the Central Coast of California. After working for CoastHills Credit Union for many years, and in many capacities, Marcy joined CoastHills Wealth Management in early 2000.

Marisol Eckels

LPL Financial Advisor

(805) 733-7636

(805) 733-5838

marisol.eckels@lpl.com

Marisol Eckels is a native of Bogota, Colombia, and speaks fluent Spanish. After working for CoastHills Credit Union for several years, Marisol joined CoastHills Wealth Management in early 2000.

Juan Forcado

Wealth Management Operations Manager

juanf@coasthills.coop

Juan is a native of Santa Maria, CA where he grew up. After graduating high school locally, he attended San Jose State University, where while working part-time, he graduated with a degree in Business Administration with a...

Michael Morrison

LPL Financial Advisor

805-733-7899

(805) 733-5838

m.morrison@lpl.com

Mike Morrison is the newest addition to the Wealth Management team here at CoastHills Credit Union. Mike brings more than 18 years of financial industry experience with him. Having worked for multiple large banks as a leader in the...

Seth Ollice

LPL Financial Advisor

setho@coasthills.coop

Seth Ollice is a California Central Coast local, born and raised in Santa Maria California. Seth graduated from Righetti High School in Orcutt California, and attended Hancock College and Western Colorado University while playing...

Shanelle McCallie

Wealth Management Operations Assistant

shanellem@coasthills.coop

Shanelle McCallie is the newest addition to our team. She is no stranger to the area, as she was born and raised here in the Central Coast. Shanelle joined Coasthills in 2021 as Concierge at the headquarters branch. After assisting the...