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Wings Financial Advisors

Full-service investing & retirement planning, from the credit union you know & trust.
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    Welcome to
    Wings Financial Advisors

    The Wings Financial Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

    Focused on your needs.

    Your financial professional will take the time to get to know you and your objectives, then tailor a plan to your specific goals. Let’s Find Your Way™ toward:

    • Traditional IRAs, Roth IRAs, and 401k Rollovers
    • Estate Planning and Asset allocation
    • Investments, Annuities, and Trust services
    • Insurance including Long-Term Care

    Our commitment doesn’t end there. Going forward, your financial professional will meet with you regularly to ensure your plans are still on track, making any needed adjustments.

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    Member Focused Financial Planning

    The path to retirement can be overwhelming and confusing. At Wings Financial Advisors, we create simple, personalized retirement plans so members can feel prepared and confident about their financial future.

    1. Discover

    The first and most important step is listening carefully, asking questions about your goals and concerns.

    2. Analyze and Recommend

    We’ll analyze your current situation, evaluate alternatives, and develop a financial plan.

    3. Implement

    Once you have had a chance to review, we’ll discuss any adjustments and make recommendations for specific financial products and services.

    4. Review

    We perform a comprehensive annual review that includes assessing any changes in the economy, your life, health and income, while tracking your plan of action.

    Complete financial strategies.

    Through CUNA Brokerage Services, Wings Financial Advisors offer full-service financial strategies to match your needs to the right financial vehicles, which may include:

    • Investments and financial planning, including mutual funds, stocks and bonds, annuities and IRAs
    • Online brokerage through MEMBERS Financial Network
    • Managed accounts, professionally managed portfolios designed to meet specific financial needs
    • Insurance products and services, including life insurance, long-term care and annuities.
    Two women working at a table workspace sorrounded by computers and paper

    Meet our experienced team of Financial Advisors.

    Wings Financial Advisors can offer guidance on a wide variety of topics and help you make a plan to reach your goals.

    Jeff Petronack

    Jeff Petronack

    Sr. Financial Advisor - CFP® RICP®
    Jeff Petronack has over 10 years of experience working in the financial services industry. Jeff currently holds his Certified Financial Planning (CFP®) designation and is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities and insurance products, and a member of FINRA and SIPC.
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    John Degelmann

    John Degelmann

    Sr. Financial Advisor - CIMA® CFP®
    John Degelmann uses more than twenty years of experience in financial services to help long-term investors plan for the future. John is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities and insurance products, and a member of FINRA and SIPC.
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    Marc Kenville

    Marc Kenville

    Sr. Financial Advisor - RICP®
    Marc Kenville has been working in the financial services industry since 2008. He is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities and insurance products and is a member of FINRA and SIPC.
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    Shane Irons

    Shane Irons

    Sr. Financial Advisor
    Shane Irons has over 20 years of experience working in the financial services industry and is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with access to investment and insurance resources needed to create a customized and comprehensive plan for you, and is a member of FINRA and SIPC.
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    Dan Battcher

    Dan Battcher

    Financial Advisor - CLU® ChFC®
    Dan Battcher offers insight and perspective from over 30 years experience in financial service and is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities and insurance products, and a member of FINRA and SIPC.
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    Carissa Palm

    Carissa Palm

    Financial Advisor - CRC® CRPC® CIMA®
    Carissa Palm has more than a decade of experience in financial services. She opened her first investment account as a teenager (but wishes she’d started sooner!) and believes it is never too early or too late to start planning your financial future. Carissa holds her Chartered Retirement Counselor (CRC®) and Certified Retirement Planning Counselor (CRPC®) designations.
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    Nathen Christensen

    Nathen Christensen

    Financial Advisor
    Nathen Christensen has been working in financial and insurance services since 2016. He is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities and insurance products and is a member of FINRA and SIPC.
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    Tony Gruba

    Tony Gruba

    Financial Advisor
    Tony Gruba offers insight and perspective from over 15 years of experience working in the financial services industry. He is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities and insurance products, and a member of FINRA and SIPC.
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    Matt Waste

    Matt Waste

    Financial Advisor
    Matt Waste has over three years of financial services experience. He is a registered representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities and insurance products, and a member of FINRA and SIPC.
    Send Message

    Connect with our team.

    The key to financial wellbeing is ensuring that your entire picture remains in focus. Wings Financial Advisors serve members’ complete financial needs with straightforward, professional advice, provided through the credit union you already know and trust.

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    *Wings Financial Advisors Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
    FR-2789929.3-0120-0222