We are a group of financial professionals with well over 100 years of combined experience. We understand how important your financial future is, and it is our mission to help you realize your dreams financially. Our advisors will take you through a customized, detailed financial plan tailored to your exact needs.
As a department of TDECU we have the full support and resources you've come to know. We are also backed by LPL Financial, which provides custodial services for nearly $500 billion in client assets, and over 4 million accounts. LPL Financial supports our practice with dedicated investment research, financial planners, traders, attorneys and industry leaders.
For more information about LPL Financial, visit www.lpl.com.
Our Team has invaluable experience helping thousands of individuals, families and businesses build financial strategies that position them for success.
We offer unbiased guidance and custom plans for each member. We have no proprietary investment products to sell, no investment banking relationships to promote, that can get in the way of providing you with the objective advice and guidance you deserve.
Our team of passionate Advisors are here for you and your unique needs.
Take a closer look at our team to learn more about our individual team members.
Our team includes:
- A collaborative group of hardworking, dedicated Wealth Advisors.
- A group of specialists with individual expertise and a focus on life insurance, financial planning and retirement plans.
- Leadership and support staff dedicated to providing you the best possible experience with TDECU Wealth Advisors.
Your Support Team