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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

Meet Francisco
Irina Bolotin Portrait

Irina Bolotin

Financial Advisor

David Drumhiller Portrait

David Drumhiller

Financial Advisor

Meet David

Robert Hoffman Portrait

Robert Hoffman

Financial Advisor

Meet Robert
Jeff Reese Portrait

Jeff Reese

Financial Advisor

Jon Schwartz Portrait

Jon Schwartz

Financial Advisor

Sid Schroader Portrait

Sid Schroader

Financial Advisor

Lisa Whiteman Portrait

Lisa Whiteman

Financial Advisor

Meet Lisa

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.

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