I am honored to be the Financial Advisor here at Great NorthWest Federal Credit Union. Great NorthWest Federal Credit Union has partnered with CUNA for more than 20 years and I have been fortunate to be part of the team for over 6 years. I am licensed to assist members in insurance, investment and retirement planning and I have studied specific insurance and financial planning courses and earned my Life Underwriter Training Council Fellow, or LUTCF, designation through the American College. Helping you reach your financial goals is my number one objective. Working together, I’ll help you make sound financial decisions consistent with your comfort level, investment time-line and goals.
Great NorthWest Federal Credit Union offers a multitude of resources to help customers with financial planning through our affiliation with MEMBERS Financial Services.
- Annual financial to-do list
- Retirement planning
- Financial calculators, checklists and tips
- Financial education articles
At the MEMBERS Financial Services site, you can also get information about insurance products such as:
- Term life insurance
- Whole life insurance
- Variable annuities
- Fixed annuities
- Long-term care
- Variable universal life insurance
For full details click on MEMBERS Financial Services.
*Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is a registered broker/dealer in all fifty states of the United States of America.