Veronica Voisine

Robert Haug serves as a Branch Leader at Fidelity, a position he has held since 2025. Prior to this role, he gained experience as a Team Leader for Investment Solutions at Fidelity from 2021 to 2025 and briefly served as an Interim FC Leader in 2022. Before joining Fidelity, Robert worked as a Wealth Management Banker at US Bank from 2018 to 2021. His professional focus centers on understanding clients' unique financial needs through active listening and empathy. Robert emphasizes building strong relationships and creating an environment conducive to discussing financial goals. He prioritizes transparency and education to ensure clients are well-informed about their options and views financial planning as an ongoing process that requires regular reviews to adapt to changes. Robert aims to be a reliable partner to his clients, guiding them to pursue their long-term financial goals with confidence.

Brian Coulter serves as the Senior Resident Director and Portfolio Manager at Merrill Lynch Wealth Management, leading the Skidaway Island office. He began his financial services career in 2000 at Morgan Stanley and has held positions at Banc of America Investment Services and Merrill Lynch, where he was named Resident Director due to his leadership and commitment to supporting both clients and advisors. Brian manages personalized investment strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. A former Captain in the U.S. Army, Brian's background contributes to his disciplined approach and attention to detail in wealth management. He holds a Bachelor's Degree from Western Kentucky University and is a member of the Sigma Chi fraternity. His client base includes retired executives, active corporate professionals, former military officers, and families, focusing on areas such as personal retirement planning, college education planning, and portfolio management services. Brian is actively involved in his community, contributing to The Josh Reddick Foundation and volunteering with Team Bank of America. Outside of his professional and community work, he enjoys playing golf and spending time with his wife and four children in Savannah.

Isaac Van Puffelen is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with wealth management teams to help clients gain clarity and confidence regarding their financial goals. Prior to his current role, Isaac gained experience within Fidelity Investments as an Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate from 2020 to 2023. This progression reflects his growing expertise in providing financial solutions and client service. Outside of his professional work, Isaac engages in family activities, social events with friends, as well as recreational pursuits such as golf, surfing, and traveling.