“My job is not really about numbers. It’s to talk to people and build relationships. When I meet with members, my mission is to educate them about the various financial options available to them, and aid them in determining their objectives. Then I can assist them in making informed financial decisions that will help them reach their goals.”
Investment Adviser for Heritage Community Credit Union Since
*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: arenot 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.