Skip Massengill is an experienced financial advisor, educator, and founder of TracDiem at Coastal Investment Advisors. He studied at Villanova University, where he completed his Bachelor's degree. With over a decade of experience in the industry, he has helped multiple clients track their investments and assets to achieve their objectives. His area of expertise includes providing tools required for tracking investments, offering insights that can help plan and execute efficiently.

Before starting his venture, Skip worked as a Senior Vice President at Robert W. Baird, Commerce Capital Market, and CS First Boston. He also served as a board of directors at Pop Warner Little Scholars Inc and an executive board member at LifeQuest. Skip has also served as the Past Co-Chair at Philadelphia Estate Planning Ethics Committee.

Being well-versed with managing assets, Skip emphasizes the importance of having real-time visibility into a person's financial position. He believes that one must have access to all the assets in one place to track the progress and shortfalls accurately. This also helps in identifying whether the projections align with the current financial state.

Apart from his professional commitments, Skip is also a philanthropist. He is an advocate of financial literacy and education, which reflects in his professional and personal interests.