Meet our Financial Advisor Team

 

Our experienced team of Retirement and Investment Advisors are dedicated to member service and work hard. Our team is available to help you plan for retirement while balancing your other financial goals.

 

We can advise you in the following areas:

• Retirement strategy and planning

• Investment planning and asset allocation

• Designing your retirement income plan

• Education funding

• Insurance planning

 

Phone Consultation

Ready to start planning for retirement or turning your financial goals into reality! Click here to schedule a complimentary phone consultation with our Financial Services Coordinator, Diane Stockwood.

 

During the 10-minute introduction call, Diane will assess your current financial situation, determine your savings goals, and outline our various services. Based on the information provided, Diane will schedule a follow up appointment with of one of financial advisors.  

 

Financial Advisors

 

Check the background of these investment professional on FINRA Broker Check.



Together Investments & Retirement Financial Professionals 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. FR-3020621.1-0320-0422