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Wings Financial Advisors

For investing, retirement planning, and sleeping through the night.
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Middle age couple sitting on a couch together

    Meet the Wings Opportunity Advisors.

    We see your big picture — and all the opportunities along the way to enhance it. Our expertise allows us to get up close and personal with your finances to create the most successful future possible, filled with endless possibilities.

    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.

    What makes us different?

    • Free consultation
    • Personalized approach
    • Salaried advisors
    • Experience at all levels
    • Member-focused planning
    Wings Financial Advisor Marc Kenville talking to a client

    What we can do.

    • Complete financial strategies
    • Traditional IRAs, Roth IRAs, and 401K Rollovers
    • Estate planning and asset allocation
    • Investments, annuities, and trust services
    • Insurance, including long-term care
    Older woman writing in a notebook while looking at her computer

    Is an Opportunity Advisor right for me?

    Take this quiz to see if working with one of us makes sense for you.

    Take the Quiz

    Couple sitting at their kitchen island talking and looking at a laptop

    Ask an Opportunity Advisor.

    On average, how much of my paycheck should go to retirement?
    Averages work on paper, but not in real life – so I want to see you step forward from where you are. If you’re putting in 0%, let’s start with 2% and see how that feels. Six months later, maybe we can bump it up.
    How do Wings advisors get paid?
    First and foremost, we’re paid a salary by the Credit Union. We’re full-time employees (as well as members), with benefits and regular paychecks. The Credit Union did this so our members would feel comfortable coming in to meet with us, as we don’t need to sell high-commission products to put food on the table.
    What is the advantage of a mutual fund?
    The advantage of a mutual fund is that you get professional management from a manager or multiple managers and a team of analysts that are researching stocks or bonds and determining when to buy or sell those securities.
    I am thinking of switching my assets to Wings. Why should I?
    I always recommend consolidating where possible, and there are a number of reasons why: to simplify by having a single company to work with versus several, to manage risk and reward better, and to reduce fees.
    Should I have stocks, bonds, or both?
    As a general rule of thumb, the younger you are, the more you should have in stocks, then add bonds as you are approaching retirement.

    Pleased to meet you!

    Jeff Petronack
    Jeff Petronack, Sr. Financial Advisor - CFP® RICP®
    I love using my financial planning background to ensure my clients are on track for retirement – and that I give them the peace of mind knowing they can do the things they want later in life.
    John Degelmann
    John Degelmann, Sr. Financial Advisor - CIMA® CFP®
    I’m an experienced financial advisor with over 25 years in the financial services industry. My practice is based on three core principles: fee transparency, asset allocation and knowing my customer.
    Marc Kenville
    Marc Kenville, Sr. Financial Advisor - RICP®
    I've been in this industry since 2008. All of my experience helps me focus on helping members with what matters: retirement planning and investment management.
    Shane Irons
    Shane Irons, Sr. Financial Advisor
    My passion for financial advising comes from a desire to help people, get to know them, hear about their lives, and keep their best interests in mind.
    Carissa Palm
    Carissa Palm, Financial Advisor - CRC® CRPC® CIMA®
    I’m honored by the trust our members place in me. Whether it’s an investment or a different way of thinking about money, I’m excited to help you look for the opportunities in your own life.
    Tony Gruba
    Tony Gruba, Financial Advisor
    With over 15 years of experience as a financial advisor, I offer insight and perspective for clients at all phases of their life to help them make their most important financial goals a reality.
    Nathen Christensen
    Nathen Christensen, Financial Advisor
    I'm passionate about helping members achieve their financial goals at every stage of life while also providing a sense of relief that they’re not going at it alone.
    Matt Waste
    Matt Waste, Financial Advisor
    Having a trustworthy and experienced professional in your corner can make a huge difference. My passion comes from helping people define and achieve their financial goals.
    Chad Kappler
    Chad Kappler, Financial Advisor
    I started with Wings Financial to help people reach their financial goals. One of my core beliefs is to put the member first and value each individual relationship

    Wings Financial Advisors professionals are registered representatives of CUNA Brokerage Services, Inc. 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-3685176.1-0721-0823