Invest Your Way
No matter where you are at in your financial journey, UFCU Investment Services™ will be there for you and your family. If you’re just getting started, dreaming about buying a house, or an experienced investor looking to create a legacy, we are here to help.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
An Do, CFP®
Associate Financial Advisor and CFP, UFCU Investment Services
Corey Yarborough
Associate Financial Adviser, UFCU Investment Services
Douglas Mayo
Client Services Manager, UFCU Investment Services
Emily Russell, CFP®
Financial Advisor, UFCU Investment Services
Esau Cruz Jr.
Investment Service Coordinator at UFCU
Felix Gutierrez
Associate Financial Advisor, UFCU Investment Services
Jeff Ferraris
Investment Services Manager, UFCU Financial Services
Jeff Birk
Investment Associate, UFCU Investment Services
Jennifer Sugden
Senior Wealth Associate, UFCU Investment Services
Ken Aoshima
Investment Associate, UFCU Investment Services
Logan Lepe, CFP®, CRPC®
Financial Advisor, UFCU Investment Services
Michael Guthrie, CFP®
Wealth Advisor, UFCU Investment Services
Michael Garner
Financial Advisor, UFCU Investment Services
Peter Lynch
Financial Advisor, UFCU Investment Services
Rodney Nelson
Wealth Advisor, UFCU Investment Services
Shannon Taylor, ChFC, MBA
Financial Advisor, UFCU Investment Services
Srinath Desilva
Financial Advisor, UFCU Investment Services
Tamara Batten
Investment Services Coordinator for Rodney Nelson, UFCU Investment Services