Meet our 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!
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John T. Anderson   |  Bryan P. Farrissey, CFP®  |   Will Grant  |  James L. Kastner, CFP®   |  Kristi Mertens, CFP®  |  Ted Watson, CFP®
Dustin Wilson   |  Heather M. Wright, MBA   |  Jon Wylie, CFP®, CLTC®   |  James Yocom III

For a full bio of any of our financial professionals, click here.
John 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.

Check the background of this investment professional on FINRA's BrokerCheck.

Bryan Farrissey

Bryan P. Farrissey, CFP®

Whether he is helping clients plan for retirement, save for a child's college education or simply maximize their investments over the course of their career and life, Bryan partners with each person to understand their needs and goals. He invests the time it takes to build these relationships, usually spending the initial client meeting simply gathering information and asking questions.

His 10 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, an MBA from University of South Carolina, holds licenses in life, health and long-term care insurance and is FINRA licensed. He also holds Series 7, 63 and 65 licenses.

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Will Grant

Will Grant

Will helps clients grow and preserve wealth during their lifetimes and beyond through highly personalized service and the ability to craft fully integrated financial plans that encompass a client’s life. He believes success is dependent on transparency and educating clients on options so they can make better informed decisions.

Will holds life, health and accident insurance. He is FINRA Series 7, 65, and 63 licensed. Will has a bachelor’s degree in Finance from Miami University in Oxford, Ohio where he was a proud recipient of the Chick Evans Caddie Scholarship.

Outside of the office, Will serves on the Crystal Lake Country Club Scholarship Committee and is active with the Evans Scholars Foundation, which helps to ensure future generations have the opportunity to attend college on scholarships similar to the one he received. Will is also a competitive triathlete and competes in IRONMAN© races.

Check the background of this investment professional on FINRA’s BrokerCheck or the SEC’s Advisor Check.

James 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.

Check the background of this investment professional on FINRA's BrokerCheck.

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 the most 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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Dustin Wilson

Dustin Wilson

Dustin holds life, health, and accident insurance licenses. He is FINRA Series 7 and 66 licensed. His experience ranges from helping members for prepare for retirement, saving for a child’s college education, or working to maximize members’ investments over the course of their career and life. Dustin is here every step of the way and is committed to working hand in hand with members as major life events arise. He is dedicated to giving guidance, educating, and empowering every member, so they can make informed decisions.

Dustin is eager to help you design a personal financial plan that is goal based and tailored to meet your specific needs. He would be happy to guide you through a complimentary analysis tailored to your lifestyle and preferences.

Check the background of this investment professional on FINRA’s BrokerCheck or the SEC’s Advisor Check.

Heather Wright

Heather M. Wright, MBA

With more than 20 years of financial services experience, Heather finds innovative solutions and believes in a team approach surrounding the client with knowledge, skills and holistic advice as she creates customized financial solutions for individuals and families.

At BCU, Heather is committed to providing solutions through a genuine understanding of the member’s goals and objectives. Heather believes her client’s plan can be their financial roadmap to sound stability throughout life and in retirement. Each member has a unique set of circumstances requiring dedicated resources for navigating life’s events. Heather reviews, implements and monitors member assets as market conditions and events occur. Hence, the investment strategies, the cornerstone of the plan, are designed to grow member assets or create income to help clients achieve their dreams.

Heather is passionate about the financial well-being of her clients and works tenaciously to help members achieve their goals and objectives while exceeding their expectations.

Heather has a Bachelor’s degree in liberal arts from Southern Methodist University, a Master’s of Business Administration from the Kellstadt Graduate School of Business, DePaul University and graduated from the Cannon Trust School. Heather holds Series 6, 7, 63, and 66 licenses. She also holds her life, health and long term care licenses.

Check the background of this investment professional on FINRA's BrokerCheck.

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 Yocom

James Yocom III

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.

Check the background of this investment professional on FINRA's BrokerCheck.

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.