Our Team

Coastal View financial advisor Shawn Quella has more than a decade of wealth management experience and his true passion lies in helping his valued clients reach their financial goals. Shawn knows every client is unique and understands the importance of providing personalized service as he guides clients to financial freedom. He has provided successful financial guidance to hundreds of individuals, families and businesses seeking wealth and investment management needs. As a Coastal View financial advisor, he knows it is his responsibility to draft a plan so his clients can live well today and be prepared for an everchanging future. Shawn holds the Series 7 and Series 66 security licenses with LPL Financial and is licensed in 21 states from coast to coast across the United States. He is also licensed for Life, Health, Disability and Long-Term Care Insurance, allowing him to best meet his client’s diverse investment and insurance needs. As a fiduciary*, Shawn is committed to his client's best interest. During his time at Coastal View, he has successfully grown his practice through relationship building and fostering friendships.

Shawn was born and raised in Appleton, Wisconsin. He graduated from Neenah High School and earned a Bachelor of Science Degree from the University of Wisconsin - Stout. Shawn and his wife currently reside in Neenah with their three dogs. He enjoys spending time outdoors, cooking and traveling. He is an active member at his church and feels truly blessed to have a career allowing him to serve others in a way that will leave a lasting impact on their lives.

_{* Fiduciary capacity is with advisory clients only}

Coastal View financial advisor Gary Frank has more than three decades of financial planning experience and is dedicated to helping his valued clients achieve their current and long-term goals. He is licensed as an investment advisor representative and Officer of Supervisory Jurisdiction with LPL Financial and a fiduciary* in more than 20 states. Gary is also licensed in Life, Health, and Property and Casualty insurance.

During his time as a financial advisor he has successfully managed hundreds of diverse client portfolios. Gary puts a focus on integrating investment, tax, legal and insurance aspects to help his clients pursue financial security. In addition, he has received numerous accolades and industry recognition over the years for his achievements and actively serves on a broker dealer advisory board. Gary is thankful for the growth of his practice from the referral support of his clients without any significant public advertisement. 

_{* Fiduciary capacity is with advisory clients only}

Coastal View office manager Erika Peterson has more than eight years of financial services experience, she is an administrative lead providing client onboarding services. Erika's dedication to managing the Coastal View office the last five years have proved to elevate client relationships and experiences. She is committed to providing the highest level of client care and is eager to help and problem-solve with compassion as her guiding principle.  

Erika was born and raised in Evansville, Wisconsin. She has a Business Administration degree with a focus on Finance from the University of Wisconsin - Whitewater. Erika and her husband have a two-year-old daughter, Leona and they currently reside in Appleton. Her hobbies include gardening, crocheting and taking road trips to spend time with her family. 

Coastal View office assistant Tina Busse has more than ten years of project management experience. 

Tina is from the Madison area of Wisconsin. She has a business degree from UW Fox Valley. Tina and her husband have a seven-year-old daughter Devlyn, and a five-year-old son, Sebastian. She enjoys spending her time decorating her home, working out in her yard and cooking for friends and family.