As the Director of Investment Advisors at BCU, I am dedicated to building a premier service organization that provides financial planning, investment guidance, and insurance planning to help members attain the financial freedom they deserve.
We offer full service retirement and investment planning, as well as self-directed online services. Financial Advisors provide premium value for our members with the highest level of integrity and accountability. We are continually evolving our infrastructure to support the best financial products and services available.
Certifications & Affiliations
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. BCU has contracted with CFS to make non-deposit investment products and services available to credit union members. BCU Investment Advisors is a trade name for the investment services available at BCU.