Broker Check

Team


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

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....

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Juan Forcado

Wealth Management Operations Manager

805-733-7899

805-733-5838

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...

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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.

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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.

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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...

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Seth Ollice

LPL Financial Advisor

805-733-7899

805-733-5838

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...

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Shanelle McCallie

Wealth Management Operations Assistant

805-733-5838

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...

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