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As an Accredited Asset Management Specialist (AAMS®), I offer personalized financial services for individuals, families, and businesses. My services include wealth accumulation planning, investment selection, and a wide range of insurance options such as life, disability, long-term care, and annuities. With a Series 65 securities license, I provide expert investment advice, ensuring your financial goals are met with care. I focus on understanding each client’s unique needs.  Additionally, I own Pathway Divorce Solutions where I provide specialized financial guidance for individuals going through divorce.

How Are Credit Unions Different?
Like most banks, UW Credit Union is a full-service, federally insured, financially strong financial institution.

However, there are a few features that help credit unions stand out from the crowd, including:

Member owned - Every member has an equal voice and vote in how the credit union is run, no matter the size of their account balance.
Not for profit - Any potential profit is returned to the credit union for the benefit of members in the form of great