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Educators Investment Services®

Solutions for every stage in life.

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Educators Investment Services®

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Educators Investment Services® provides access to the following products and services:

  • Insurance Solutions

    Life Insurance

    Long Term Care

    Annuities

  • Investment Services

    IRA

    Mutual Funds

    Managed Accounts

    Annuities

    Stocks & Bonds

  • Preparing for the Future

    Saving for Retirement

    Living In Retirement

    Saving for College

Meet the Team

Meet our VP of Wealth Management, Advisors, Assistant and Coordinator!

Meet Josh!
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Phone: 262.925.2526
Want to schedule an appointment? Call 262.321.7949

My name is Josh Kassulke and I’m the Vice President of Wealth Management with Educators Investment Services. I specialize in educating members about their options, making complex topics simple and calming fears. 

LEARN MORE about josh

Meet Jon!
Jon, advisor from investment services

Phone: 262.925.2527
Want to schedule an appointment? Call 262.321.7949

My name is Jon FioRito, I am a financial advisor who has been helping clients for over 15 years.

My goal is to help you make sense of investing for the future. It’s my role and responsibility to make sure you leave my office with a better understanding of your financial goals and to put you on a track to pursue them. I help members manage the risks inherent to retirement funding.

Learn More ABOUT JON

Meet Andrew!
Andrew, advisor from investment services

Phone: 262.321.2727
Want to schedule an appointment? Call 262.321.7949

My name is Andrew Due. I am a financial advisor who believes in working closely with my clients to develop a deep understanding of what they really need and want. I take the time to learn about their families, their businesses, and their goals for the future. The thing I love most about my job is educating others on how to pursue financial success.

LEARN MORE about andrew

Meet Matthew!
Professional portrait of a smiling man in business attire for Investment Services.

Phone: 262.574.3698
Want to schedule an appointment? Call 262.321.7949

My name is Matthew Xiong. As a Financial Advisor I strive to provide education for clients to help them gain clarity and direction of their wealth and finances. I enjoy connecting with clients to understand their passions and goals as they embark on this financial journey.

LEARN MORE about Matthew

Meet Cheryl!
Investment Services Sales Assistant smiling, wearing a gray top and a lanyard.

Phone: 262.884.6688
Want to schedule an appointment? Call 262.321.7949

I have been with Educators Credit Union for over 30 years and with Educators Investment Services for over 25 years. I enjoy helping the members with their financial journeys.

Meet Jordyn!
Investment Services staff member smiling, wearing a black uniform with the Educators Credit Union logo.

Phone: 262.321.4463
Want to schedule an appointment? Call 262.321.7949

I have been with Educators Credit Union for a year. I joined the Educators Investment Service team a few months into 2025. I am very passionate about assisting the advisors as they help clients address their financial goals.

About Educators Investment Services®

  • Financial advisor consulting with a client in branch.

    Financial professionals and one-time transactional services

    Whether you want hands-on advice or one-time assistance, our Financial Advisors can help you. Our Financial Advisors address your objectives and can set you on a path to help you work toward your goals. No matter your financial situation, you can rely on them for professional financial advice based on your unique needs.

  • older couple sitting on couch

    Retirement and Social Security planning

    Whether you need advice on how to plan for your retirement 40 years from now or how to make the best of your existing nest egg, our Financial Advisors can help you determine what earnings you can expect from Social Security, advise you on the more appropriate retirement savings account for you, project your estimated retirement income, and help you determine how much to withdraw.

  • young woman with backpack

    College planning

    Whether you’re investing for yourself or your child, our Financial Advisors can help you manage your college savings. They can help you make sure your hard-earned dollars are invested in the appropriate place to help with the rising cost of tuition.

  • family sitting on chairs at meeting

    Insurance advice

    Find out which insurance policies are best suited to protect your family in the case of a loss or extended illness. From term to permanent, our Financial Advisors can help you find the insurance that can protect your family’s future.

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Say Hello

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Disclosures

1There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.

2Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Educators Credit Union and Educators Investment Services® are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Educators Investment Services®, and may also be employees of Educators Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Educators Credit Union or Educators Investment Services®.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS