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Important Notifications

Branch Services Notification

Hours and service availability are updated regularly based on regional conditions. Please visit our branch services page to plan your visit.

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COVID-19 Member Resources

Get the latest information on our service options and resources for financial challenges.

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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

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Irina Bolotin Portrait

Irina Bolotin

Financial Advisor 206.720.6511

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David Drumhiller Portrait

David Drumhiller

Financial Advisor 509.329.9662

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Robert Hoffman Portrait

Robert Hoffman

Financial Advisor 360.754.0396

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Jeff Reese Portrait

Jeff Reese

Financial Advisor 206.545.6845

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Jeff Reese Portrait

Glenn Richardson

Financial Advisor 360.704.6836

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Jon Schwartz Portrait

Jon Schwartz

Financial Advisor 509.329.9661

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Sid Schroader Portrait

Sid Schroader

Financial Advisor 360.704.1812

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Lisa Whiteman Portrait

Lisa Whiteman

Financial Advisor 360.704.1816

Request Appointment

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 site may only discuss and/or transact business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, LA, MA, MD, ME, MI, MO, MN, MT, NC, NE, NJ, NM, NV, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV.

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.