Up your earnings with a High-Yield Savings account
Wings Financial Advisors
Full-service investing & retirement planning, from the credit union you know & trust.
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Focused on your needs.
Your Financial Advisor 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 Advisor will meet with you regularly to ensure your plans are still on track, making any needed adjustments.
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.
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
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
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
Sr. Financial Advisor
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
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
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
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
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
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
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.
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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.
Check the background of an investment professional on FINRA's BrokerCheck, a free research tool to learn about the background and experience of financial brokers, advisers and firms.
Bringing your goals within reach.
Our financial professionals can provide you with strategies and tips for your specific financial situation. Explore some of the topics where we can help
Preparing for the Future
What’s the secret to securing your financial future? Start a goal-oriented savings plan today – and stick with it. Whether your goal is saving for your child’s college education or living the retirement of your dreams, we can help.
Complimentary Financial Education Workshops
A little knowledge can make a big difference for future financial decisions. Wings Financial Advisors offer free workshops that cover timely topics like retirement income planning, 401k options, Social Security decisions and more.
Get in touch with us.
Schedule a Video Call with an Advisor
Get help in your financial journey from Wings Financial Advisors. Whether it’s planning for retirement, a child’s college fund, or investments, a financial advisor can help get you started down the right path.
In-Branch Appointments
Wings Financial Advisors are available at most branch locations by appointment
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. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency.
FR-2789929.3-0120-0222
