Meet our Wealth Advisors

Our experienced, knowledgeable team is driven to help you achieve your goals.
Contact us online or call to schedule an appointment with your BCU Wealth Advisors* team!

John T. Anderson

John T. Anderson

With more than 20 years of financial services experience, John began his career at Lehman Brothers. He focuses on and enjoys getting to know each of his clients individually to understand what they want to accomplish. John believes a cornerstone of financial planning is recognizing that everyone’s economic and life situation is unique. This lets him customize a plan that helps his clients reach their goals – one that maximizes returns while minimizing risk. Then, he continues to monitor each of his clients’ plans to ensure they’re on track, making adjustments and recommendations whenever necessary based on their current needs and market conditions.

John is an avid follower of the investment markets and the economy, which helps him better navigate the options available to his clients.

John has a bachelor’s degree in economics from the University of Wisconsin-Madison, holds licenses in life, health and long term care insurance and is FINRA licensed. He also holds Series 6, 7, 63 and 66 licenses.

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Bryan P. Farrissey

Bryan P. Farrissey, CFP®

Whether he’s helping clients accumulate wealth, striving to ensure a lasting income stream in retirement, or leaving a lasting legacy for future generations, Bryan is here to understand your needs and goals.

His 20+ years of experience as a financial advisor is bolstered by an additional 15 years of business and consulting experience working with Fortune 500 companies, which gives him a well-rounded view of both personal and commercial finance.

Bryan has a bachelor's degree in management technology from Purdue University and an MBA from University of South Carolina. He holds licenses in life, health, and long-term care insurance and is FINRA licensed, holding Series 7, 63 and 65 licenses.

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James L. Kastner

James L. Kastner, CFP®

Financial Planner

As a CERTIFIED FINANCIAL PLANNER™ professional and licensed insurance agent with more than a dozen years of financial services experience, Jim brings a thoughtful, insightful approach to every client he meets. He takes the time to thoroughly listen and understand what's important to each person in terms of their lifestyle and financial needs.

Armed with this knowledge, Jim begins each relationship with an educational approach. He makes sure his clients understand the financial planning process and maintain realistic expectations. Only then does he recommend options and strategies that will help protect their assets–and put them on the path to achieving their lifestyle and financial goals. Then, he helps his clients implement these plans in the most cost-effective way possible.

A graduate of Francis Marion University in Florence, South Carolina and the Rochester Institute of Technology in Rochester, New York, Jim holds licenses in life, health and variable annuities. He also holds Series 7 and 66 licenses.

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Kristi Mertens

Kristi Mertens, CFP®

As a CERTIFIED FINANCIAL PLANNER™ professional, Kristi focuses on helping clients achieve their goals through individualized, unbiased advice. Her process emphasizes empowering and educating every client so they can make more informed decisions. Those decisions are based on personalized and comprehensive financial plans, designed specifically to meet each client's objective, whether it's planning for retirement, assisting with estate strategies, funding for college or anything in between. Kristi believes success only occurs through candid and transparent partnerships with each client, and strives to deliver on that every day.

Giving back is very important to Kristi. She’s received the Honorary Commodore Award from the Aquatennial Ambassador Organization for community involvement and volunteerism. As a member to the Advisory Board of Camp Kesem for the Hamline University Chapter in Saint Paul, she plays a key role in supporting Camp Kesem across the country by inspiring and empowering passionate college student volunteers to make a difference.

Kristi holds life, health, and accident insurance licenses. She is FINRA Series 7 and 63 licensed and has a Bachelor's degree in Business Administration from North Dakota State University.

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Ted Watson

Ted Watson, CFP®

Associate Director, Strategic Development for BCU

Prior to BCU, Ted spent 22 years at GE and Genworth Financial. Ted joined the General Electric Company immediately after earning a BS in Finance at Penn State University. He is an honors graduate of GE’s prestigious Financial Management Program and was one of the companies first certified Six Sigma Black Belts, a high designation in the Quality discipline.

Ted held various sales, marketing and corporate roles including Business Development for distribution in South America, Global Account Manager for GE’s relationship with Motorola and Strategic Account Manager responsible for Genworth’s corporate relationships with Bank of America, Merrill Lynch, UBS, Edward Jones, LPL and Morgan Stanley.

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Heather M. Wright

Heather M. Wright, MBA, CFP®, CRPC®

Heather’s experience spans over 25 years advising corporate executives, business owners, families with special needs children and individuals. She specializes in financial and investment planning with an emphasis on retirement planning, portfolio design, cash flow analysis, tax planning, estate planning and insurance. Heather manages complex plans in 25 states creating customized financial roadmaps.

Prior to BCU Wealth Advisors, Heather was a Division Manager with Northern Trust and a Managing Director with BMO Private Bank in Illinois. She received her B.A. degree in Liberal Arts from Southern Methodist University and an M.B.A. from DePaul University in Chicago. She holds her FINRA Series 6, 7, 63 and 66 licenses as well as her state insurance licenses.

Heather is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Counselor, CRPC® from the College of Financial Planning and a member of the Financial Planning Association.

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Jon Wylie

Jon Wylie, CFP®, CLTC®

Jon’s broad experience in retirement planning, investment management, tax planning, estate planning, and insurance enable him to help his clients achieve their financial goals. Jon values educating and empowering his clients to make informed decisions. He manages investments in over 20 states and often leverages video conferencing and electronic documents to make the client experience as seamless as possible.

Jon is a CERTIFIED FINANCIAL PLANNER™ Professional, holds his Certification in Long-Term Care (CLTC) designation, and is an active member of the Financial Planning Association (FPA). Jon is also FINRA Series 7 and 66 licensed, and maintains his state insurance licenses. He graduated from the University of Wisconsin Oshkosh with a bachelor’s degree in finance.

As a husband and father, Jon spends much of his free time with his family. Jon also enjoys biking, traveling, and volunteering with Habitat for Humanity.

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James Yocum III

James Yocom III, CRPC®

Using a planning-centric investment philosophy, Jim stresses academic research in developing and implementing financial plans. After fully understanding his client’s goals and objectives, he identifies potential solutions and builds a customized financial plan. By incorporating the industries’ latest tools and technology, Jim is able to focus on providing the highest levels of service for our valued clients.

Jim has been in the industry since graduating from Temple University in 1991. He holds Series 7, 63, 65 and Life and Health licenses.

Jim is married with 3 children. As an avid sports fan and devoted father, he will often be found coaching his children’s various sports team during weekends and evenings.

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All references to BCU Wealth Advisors will mean BCU Wealth Advisors, LLC, a wholly-owned subsidiary of BCU. Investment advisory services are offered through BCU Wealth Advisors, LLC, an investment advisor registered with the United States Securities and Exchange Commission and domiciled in the State of Illinois. This website is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless the firm is notice-filed, registered or is eligible for exemption from notice-filing or registration in that jurisdiction. Insurance products and services in California are provided by Insurance Services of BCU. Non-deposit investment products and services offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA / SIPC) and SEC-registered investment advisor. Advisory services and recommended securities offered by BCU Wealth Advisors, LLC or 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. Baxter Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. The contents of this webpage are not to be copied, quoted, excerpted or distributed without express written permission of the firm. Nothing on this webpage is intended as legal, accounting, or tax advice, and is for informational purposes only.

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