Financial Advisor

keep moving forward with a financial professional

Making decisions is never easy, especially when it comes to your insurance and investments. Let our knowledgeable, professional financial advisor help you reduce the stress and feel confident in your decisions.

The mission is to help members decide what their priorities are, and work with you to attain your financial goals.

Available products and services include:

  • Retirement Planning
  • Wealth Management
  • Education Funding
  • Mutual Funds
  • 401(k) /Pension Rollovers
  • Life Insurance
  • Long-term Insurance
  • Socially Responsible Investing
  • Tax-Managed Investing*

Check the background of this investment professional on FINRA’s BrokerCheck.

You can make an appointment for a no-cost, no-obligation analysis by completing a contact form with your request or calling (888) 888-3940.

If you are struggling to pay bills on time or need assistance reviewing your credit report, contact our partners at GreenPath. GreenPath is a national nonprofit that believes that financial health is a path to achieving dreams.

Available services include:

  • Debt Counseling
  • Debt Management
    GreenPath Logo
  • Bankruptcy Support
  • Student Loan Counseling
  • Credit Report Review
  • Simple Payment Plan

Your first consultation is free, so start the process by calling 877-337-3399.


Financial advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.  Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee.  Not a deposit of any financial institution.  CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.


Digital Banking



Quick Links