Our CFS investment professionals come from a wide background of experience. Whether you are in the accumulation stage of your life or the preservation stage, a professional on our staff has the specialized knowledge to help you accomplish your financial goals.
To set up a complimentary initial appointment at our nearest location, please call (262) 884-6688, (414) 325-2344 or email us.
Scott is a CHARTERED RETIREMENT PLANNING COUNSELORTM with more than 15 years of experience in the financial industry and has been with Educators since 2004. Previous to that, Scott was employed with 4 years of experience with Edward Jones.
Education: University of Wisconsin Milwaukee
Licenses Held: Series 7, Series 63, Series 66, Licensed Insurance Agent in Life & Health in WI
Alan is a CERTIFIED FINANCIAL PLANNERTM professional3 with more than 17 years of experience as a Registered Representative in the financial services industry. Alan earned his Bachelor’s degree in Business Administration from the University of Wisconsin-Milwaukee in 1999.
Licenses Held: Series 7, Series 24, Series 63, Series 66, Licensed Insurance Agent in Life & Health in Wisconsin
Securities Licensed to practice in: WI, FL, NC, PA, GA, CO, AR
1Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA) 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. Educators Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
2These e-mail links are provided for your convenience. E-mail is not secure and information can be read by others. Do not e-mail information such as passwords, social security numbers, account numbers, mother’s maiden name, etc.
3Certified Financial Planner Board of Standards, Inc., owns the certification marks CFP®, Certified Financial PlannerTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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