An Do, CFP®
Associate Financial Advisor and CFP, UFCU Investment Services
Tamara Batten
Investment Services Coordinator for Rodney Nelson, UFCU Investment Services
Shannon Taylor, ChFC, MBA
Financial Advisor, UFCU Investment Services
Felix Gutierrez
Associate Financial Advisor, UFCU Investment Services
Corey Yarborough
Associate Financial Adviser, UFCU Investment Services
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.