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Our Team
Expert Guidance for Your Evolving Financial Journey
Kinnect Financial brings together a team of top-tier financial professionals with over 50 years of combined experience. Our diverse team of Certified Financial Planners (CFPs), Juris Doctors (JDs), Certified Public Accountants (CPAs), and Retirement Income Certified Professionals (RICPs) enable us to offer sophisticated and personalized financial services that cater to the unique needs of our personal and business clients.
Chad Tourin, CFP®, CPA®, JD
Founder | CEO of Kinnect Financial
Advisors
Chad Tourin is the founder and CEO of KINNECT Financial. Breaking free from traditional transactional planning, KINNECT Financial strives to Kinnect all individual strategies and professiona
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Craig Grayson, AIF®, RICP®
Advisors
Craig joined Coastal Wealth in October, 2018. Craig attended the University of Maryland, where he received his Bachelor of Arts degree in Criminology and Criminal Justice. After graduating f
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Jason E. Heller
Head of Planning Solutions Group
Planning Solutions Group
As the Head of Coastal Wealth’s Planning Solutions Group, a Division of Coastal Wealth, Dr. Jason Heller plays a critical role at Coastal Wealth, leading a professional team of para- plann
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Reed Willett
Investment Specialist
Planning Solutions Group
Reed began his career in the financial services industry as an institutional fixed income broker with Crews & Associates in the immediate aftermath of the 2008 financial crisis. After ju
View Full BioNicolas Tranghese
Planning & Insurance Design Specialist
Planning Solutions Group
I have been with MassMutual since 2014, starting my career working with Third Party Distribution, Licensing and Commissions. After 2 years, I was promoted and moved to become a Relationship
View Full BioRyan Solle
Director of Advanced Markets
Planning Solutions Group
Ryan began his career in the financial services industry focusing on personal finance and insurance planning promptly after graduating from Wake Forest University in Winston-Salem, North Car
View Full BioAnh Nguyen, CFA®, CFP®, MBA
Portfolio Manager
Planning Solutions Group
Your financial success is my ultimate goal! I offer total financial needs analysis through a network of experienced professionals with expertise in: Advisory servicesRetirement analysis an
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Jackie Little
Director of Operations, Kinnect Financial
Operations and Client Service
Welcome to Kinnect Financial! I am Jackie Little, honored to serve as the Director of Operations. With a diverse background in finance, including five years as a Finance Director at a dealer
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