Ken Aoshima

Ken has helped Austinites achieve their financial goals for the last 6 years. He graduated from Concordia University with a degree in business management. After years at big banks, Ken relishes working for an organization like UFCU that puts Austin and its people first. Ken has an array of experience in lending, banking, small businesses,…

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Peter Lynch

Peter Lync

With over 20 years of experience in financial services, Pete has a wealth of knowledge that has helped clients navigate through just about every type of market or financial situation. He has approached financial planning from various viewpoints: as an advisor, portfolio strategist, and banking officer. He’s helped clients through all stages of planning: saving…

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Michael Guthrie, CFP®

Guthrie Michael

If we had one word to describe Mike, it would be tenacious. Whether it’s being reviewed via Member satisfaction surveys or racing with his kids at the BMX track, he likes to come in first. He was our first advisor, is our most tenured advisor, and has been with us since the start, well over…

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Emily Russell

Gradisar Emily

-Emily always accepts the challenge! Some people just have a knack for making friends, and Emily is one of those. This people person arrived in Texas from Colorado not knowing a soul, and has since created a community of friends and acquaintances from scratch. Emily has strong core values and a strong work ethic. Her…

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Mark Spirk, MBA, CFP®

-Member education is essential to success. Mark is a story person. He likes to know the unique backstory behind each of his individual clients. He’s interested in how they became the person they are today. Why? Mark says, “In my experience, our different life experiences mean that we all tend to bring certain biases to…

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Melody Brady, MBA, CFP®, ChFC®

Babaian Melody

-Plans are what turn dreams into goals. Melody Brady is a CFS* financial advisor and CERTIFIED FINANCIAL PLANNERTM professional. She works with Members to help build comprehensive, customized financial plans to better prepare them for now and future life events. Her holistic approach includes assistance with retirement planning, wealth transfer strategies, tax-efficient investing, long-term care…

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Michael Garner

Garner Michael

-If he’s not watching the market, he’s probably deep into the numbers with one of his fantasy sports teams. Michael loves baseball. A lifelong Texas Rangers fan, he is used to big wins — and big losses. What he’s come to understand about baseball is that, much like investing, it’s all about being in the…

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Logan Lepe, CRPC®

Lepe Logan

-It isn’t just a job. It’s his life’s work. For Logan, the world of financial planning isn’t just a career. It’s a calling. He was living and working in California when the dot com bubble burst in 2001. His friends, family, and even he struggled through the economic collapse. At that time, Logan wasn’t the…

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