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WSECU Investment Management Financial Advisors

Meet our Financial Advisors

It doesn’t matter if you’re new to investment planning or know your way around your portfolio, we invite you to sit down for a complimentary consultation.

Financial Advisors

Francisco Barreto Portrait

Francisco Barreto

Financial Advisor 360.252.4995

Meet Francisco

Branches served:

West Olympia

Christopher Bell Portrait

Christopher Bell

Financial Advisor 360.252.4991

Meet Christopher

Branches served:

Dash Point, Lakewood and South Hill

Irina Bolotin Portrait

Irina Bolotin

Financial Advisor 206.720.6511

Meet Irina

Branches served:

Bellevue and Seattle Fairview

Kaimanu Chin-Hidano Portrait

Kaimanu Chin-Hidano

Associate Financial Advisor 206.322.9337

Meet Kaimanu

Branches served:

Everett and Seattle U-District

David Drumhiller Portrait

David Drumhiller CFP®

Financial Advisor 509.329.9662

Meet David

Branches served:

Ellensburg, Pullman Bishop, Pullman CUB and Yakima

Robert Hoffman Portrait

Robert Hoffman

Financial Advisor 360.754.0396

Meet Robert

Branches served:

Tumwater Trosper, Tumwater Town Center and Chehalis

Jeff Reese Portrait

Jeff Reese

Financial Advisor 206.545.6845

Meet Jeff

Branches served:

Everett and Seattle U-District

Jeff Reese Portrait

Glenn Richardson

Financial Advisor 360.704.6836

Meet Glenn

Branches served:

Contact Center

Sid Schroader Portrait

Sid Schroader

Financial Advisor 360.704.1812

Meet Sid

Branches served:

Olympia

Jon Schwartz Portrait

Jon Schwartz

Financial Advisor 509.329.9661

Meet Jon

Branches served:

Medical Lake, Spokane, Spokane Division and Spokane Valley

Lisa Whiteman Portrait

Lisa Whiteman CFP®

Financial Advisor 360.704.1816

Meet Lisa

Branches served:

Lacey Credit Union Center and Martin Way

Todd Shobert

Todd Shobert

Vice President Investment & Insurance Services

Meet Todd

Investment Professionals Check

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Investments

Securities offered through LPL Financial member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial planning services may be offered through Washington State Employees Credit Union d/b/a WSECU Investment Management, a registered investment advisor and separate entity from LPL Financial. Financial planning and other advisory services may be offered through LPL Financial, a registered investment advisor.

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

WSECU Investment Management is a registered investment advisor in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

WSECU and WSECU Investment Management are not registered broker/dealers, nor are they affiliated with LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

NDIP (Non-deposit Investment Products) may be offered by an employee who serves both functions of the credit union and the selling of non-deposit investment products.

Your perspective is important to us and helps us see where we’re hitting the mark and where there might be areas to improve.