our insurance advisors

Gary Schulte, CLU, is Coastal Financial Partners Group’s Founder and President. He has over 35 years industry experience leading insurance organizations, is the author of three books on financial services and has appeared on TV and radio, including The Larry King Show. (CA Insurance License #0B15051)

Brad Etheridge is Co-Founder and Executive Vice President Sales for Coastal Financial Partners Group.  He has over 25 years experience and has developed successful life insurance-based wealth strategies, particularly for physicians and dentists. Brad is highly sought after for his seminars, “private briefing” financial workshops and joint sales expertise. (CA Insurance License #0467979)

Leo Thomas, LUTCF, one of the financial services industry’s most accomplished advisors, heads the Executive Compensation division of Coastal Financial Partners Group.  His skill includes 30 years in business and estate planning and individual insurance. Leo has received recognition as a leader in business and life insurance planning. He is listed in Who’s Who in Finance, is a Purdue University Pension member, and in The Men of Achievement Society. (CA Insurance License #0H05602)

Jerry Vanderzanden, CLU, ChFC, is Co-Founder and Executive Vice President Marketing and Operations for Coastal Financial Partners Group, responsible for advanced insurance planning and case design. For over 25 years Jerry has focused on meeting the advanced business and estate planning needs of successful owners, executives and professionals. (CA Insurance License #0F95246)

Getting Started

• Basic Needs Planning
• Insurance Analysis
• Review Existing Plans

Specific Services For Business Owners

• Planning for Owners and Key Executives
• Business Succession Strategies

Employee and Individual Insurance Needs

• Group Life, Medical and Disability
• Long Term Care
• Estate Planning

Insurance Products are:
NOT A DEPOSIT - NOT FDIC INSURED - NO BANK GUARANTEE
MAY LOSE VALUE - NOT GOVERNMENTALLY INSURED

Coastal Financial Partners Group is not affiliated with, owned or controlled by, nor do they own or control
Gilmore Bank.
Gilmore Bank does not assume responsibility for the accuracy of any information or representation made by any other party made herein.