Over the past 17 years, I have had the pleasure building long-term relationships with my clients and their families. As their Financial Advisor, Im focused on providing the most prudent and customized solutions to help all of my clients reach their financial goals, and gain confidence in their financial future.
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.