All About Connect Wealth

Douglas Coe, CFP®

Wealth Planner

Doug’s approach to planning is anchored in his desire to initiate a friendship to get to know you and your specific goals. This enables him to efficiently serve as a guide on your wealth planning journey.

In 2008, Doug began his career as a financial advisor at AIG and brings more than 15 years of wealth planning experience to the team at Connect Wealth. Prior to working in wealth management, Doug spent two years working in the oil and gas industry.

Doug earned a bachelor’s degree in history from Wake Forest University. He is a CERTIFIED FINANCIAL PLANNERTM professional.

Doug lives in Annapolis, Maryland, with his wife, Deeann, and their five children. In his free time, he likes to play tennis with his daughters and wife, golf with his sons and surf whenever he gets the chance.

Fun Fact: Doug has recently taken up scarf collecting.

Paul Burns, CFP®️

Wealth Planner

Paul is a Wealth Planner who helps clients align their life goals with financial strategies. He focuses on creating customized plans to meet both short-term needs and long-term aspirations.

Paul began his career in 2012 with VALIC and has over 11 years of experience in the financial industry. His expertise spans retirement planning, investment management, and guiding families through key financial decisions.

He holds a bachelor’s degree from Clemson University. He is also a Certified Financial Planner® practitioner so he has the experience and knowledge to provide advice across all areas of financial planning.

Paul is married to his wife, Simmons, and they have three children: Ellie, David, and Gibson. In his free time, he enjoys playing soccer with his kids, running and grilling.

Fun Fact: Paul has become an excellent fort builder through trial and error with his children.

Kyle Dixon

Wealth Planner

Kyle’s primary focus is on implementing customized solutions to help clients achieve their full potential with their wealth. He enjoys providing financial education and clarity, which is empowering to the clients he serves.

Kyle began his career as a financial advisor at VALIC in 2013 and brings more than 10 years of wealth planning experience to the team at Connect Wealth. Prior to wealth management, Kyle worked in executive search at Korn Ferry in Washington, DC.

Kyle earned his bachelor’s degree in finance from Virginia Tech’s Pamplin College of Business.

Kyle lives in Annapolis, Maryland, with his wife, York, and their four sons. Away from the office, he likes spending time outside with his family, bird hunting with his yellow Lab and playing golf.

Fun Fact: Kyle and his wife, York, went to senior prom together.

Rusty Poisson

Director of Business Development

Rusty’s primary focus at Connect Wealth is facilitating a seamless end-to-end experience for clients.

Prior to joining Connect Wealth, Rusty worked in high-end white glove customer service, primarily in the insurance industry and at private country clubs. His personal experience as a full-time caregiver for a parent has significantly shaped his outlook about the importance of strategic financial planning.

Rusty earned a bachelor’s degree from Washington College.

Away from the office, Rusty enjoys spending time with family and friends, playing golf and boating.

Fun Fact: Rusty can play the entire Phish collection on his guitar.

Diane Price

Director of Client Services

Diane has served as the Client Relationship Manager at Connect Wealth since 2022. Diane works with the clients and advisors to manage the client experience from start to finish. Through Diane’s friendly and effective interactions, she helps to build solid relationships and trust with Connect Wealth. Diane enjoys our collaborative work environment and loves working with clients to help them reach their goals.

Prior to joining Connect Wealth, Diane worked as a Sales Assistant at AIG for four years. Prior to AIG, Diane worked as an administrative assistant to financial and investment advisors at M&T Investment group for 10 years. In addition to these positions, she has spent time interacting with customers and finance as a real estate agent, and as a representative for a mortgage banking company.

Diane earned a bachelor’s degree from Ramapo College of NJ.

Diane lives in Severn Maryland with her husband Eric. She has two children, Kristine & Kevin, and three grandchildren, Logan, Lily and Ellie.

In Diane’s free time she enjoys nature walks and photography, sewing and tai chi.

Fun Fact
Diane has read more books than every other employee combined at Connect Wealth

Camila Chiang

Director of Wealth Planning

Prior to joining Connect Wealth Group, Camila began her career in consulting, specializing in health and wellness before transitioning to financial and accounting consulting. She brings over six years of experience in global relations and operations management, with expertise in financial analysis and talent acquisition. Camila excels in building strong relationships and creating efficient processes, enabling her to guide teams through collaboration and innovation effectively.

Camila earned a degree in Economics with a minor in International Studies from Taylor University. She is bilingual in English and Spanish, having grown up in Lima, Peru.

Camila lives in Washington, DC, and enjoys exploring new cultures and cuisines, which complements her work in global operations. She thrives on challenges and, in her free time, enjoys being outside, playing tennis and soccer, as well as training for races. She also loves traveling and trying new things.

Fun Fact
Camila won the Peruvian National Motocross championship when she was 6.