Meet Our Investment and Wealth Management Team
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Over the past 21 years with Members 1st, by putting the member's interest first, Andy provides personalized services and creates a customized plan to help pursue key financial goals such as wealth accumulation, retirement income...
Craig has been in the investment industry since 1993, and is experienced in wealth accumulation, retirement planning, retirement income distribution and wealth transfer. Craig works in the Carlisle area.
Jeff has been in the financial services industry since 1978 helping people work toward meeting their financial needs whether it be investing for retirement, providing income at retirement or helping a family be financially secure if....
Kim guides clients through financial planning with a focus on wealth accumulation during your working years, security and independence in your retirement, and the efficient transfer of your accumulated wealth to your loved ones. Kim...
Mike has been in the investment industry since 1994. He is an knowledgeable Investment Representative experienced in market and risk analysis, portfolio design and implementation. Mike covers the Colonial Park, Hershey and Lebanon areas.
Mike has been in the investment industry since 1994. Mike concentrates his efforts toward assisting members with producing a sustainable stream of income, through time, which can keep up with the cost of living in an effort to preserve...
Peter believes that personal, professional, and wealth goals are all equally important and intertwined. For the past 20 years in the financial services industry, his focus is to help credit union members uncover, prioritize and recommend...
Michael focuses his practice around the premise that he is a resource for his client's financial goals. His philosophy is to listen to and understand each individual clients’ investment needs, both long and short term, and to...
Over the past 10 years, Tim has focused on educating his clients in regard to retirement income planning and wealth transfer strategies. He prides himself on working with clients, developing customized financial plans to ensure they...
Alan has worked in the financial industry since 2008. He specializes in providing personalized services and creates customized plans to help pursue key financial goals such as...
Jen has been in the financial industry for over 15 years. With experience in both banking and investments, she focuses on a "big picture" comprehensive approach to the member's financial needs, helping to reduce the burden of money in...
