FAIRWINDS CREDIT UNION - Key Persons
Job Titles:
- VP - Commercial Loan Officer
Job Titles:
- Financial Advisor / CUSO Financial Services, L.P.
My investment philosophy places a great deal of emphasis on planning for long-term goals and keeping a well-diversified portfolio.
Job Titles:
- Financial Advisor / CUSO Financial Services, L.P
Job Titles:
- Financial Advisor / CUSO Financial Services, L.P.
I believe in making recommendations that will help our members continue on the path of being financially confident and economically successful. My members know that I will create a financial plan that is solely in their best interest.
Job Titles:
- Financial Advisor / CUSO Financial Services, L.P.
The member's financial well-being and trust are the two most important things for me. Listening to the members is the key to a successful financial plan. Therefore most of my time is spent listening to my client's goals and needs.
Job Titles:
- VP - Commercial Loan Officer
Job Titles:
- Financial Advisor / CUSO Financial Services, L.P.
Each member is unique. It is important to discuss the member's goals first and review their finances from a holistic view before making any recommendations.
Job Titles:
- VP - Commercial Loan Officer
Job Titles:
- VP - Commercial Loan Officer
Job Titles:
- VP - Commercial Loan Officer
Job Titles:
- Senior Wealth Advisor / CUSO Financial Services, L.P.
My members know that I will make recommendations that will be in their best interest to help achieve a financially secure future.