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) 800-8366
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....
Juan Forcado
Wealth Management Operations Manager
805-870-8187
Marisol Eckels
LPL Financial Advisor
805-865-7553
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.
Michael Morrison
LPL Financial Advisor
(805) 875-6151
Mike brings more than 18 years of financial industry experience with him. Having worked for multiple large banks as a leader in the industry for many years, he is excited to work at a local organization more aligned with his values....
Seth Ollice
LPL Financial Advisor
8058657338
Seth Ollice is a proud Central Coast native, born and raised in Santa Maria, California. After graduating from Righetti High School in Orcutt, Seth earned his degree in Business Administration with an emphasis in Finance and a minor in...
Shanelle McCallie
Wealth Management Operations Assistant
Shanelle is no stranger to the area, as she was born and raised here in the Central Coast. She joined Coasthills in 2021 as concierge at headquarters. After assisting the branch for a year, she decided to bring her skills over to