Meet Our Financial Advisors

Photo of Francisco Barreto
FINANCIAL ADVISOR
Francisco Barreto

Francisco specializes in retirement planning and makes it his mission to help members pursue financial independence. His focus is to help make your life easier by providing you access to the finest financial products and services and an unmatched level of service. His core values represent the principles of integrity, honesty and service to others.

He has been in the industry since 2002 and with WSECU since 2007 and holds Series 7 and 63 registrations with LPL Financial and a Series 65 registration with LPL Financial and WSECU Investment Management. He also holds Washington State life and health licenses.

Francisco and his wife have three pets – a dog and two cats. His was a military police officer in the Air Force, specializing as K-9 handler. And...he loves building computers.

Branches served: Tumwater Town Center, Tumwater Trosper and West Olympia
800.456.3152 x85510
fbarreto@wsecu.org 

Photo of Robert Hoffman
FINANCIAL ADVISOR
Robert Hoffman

Robert's ultimate goal it is to educate those he works with about investments and investment options. He knows each person is unique and takes time to get to know his members so he fully understands their financial needs. The relationships he builds gives him the insight he needs to help his clients work toward realizing their retirement and investing goals.

He currently holds Series 7 and 63 registrations with LPL Financial and Series 66 registration with LPL Financial and WSECU Investment Management. He is also licensed to help with long-term care and life insurance needs.

Robert is married and he's the proud father of a young son. A true Washington sports fan, he loves the Seahawks and the Mariners. He's also a rabid Washington Husky fan. In his free time, he enjoys coaching youth baseball and serving his community through his church.

Branches served: Chehalis and Lakewood
800.456.3152 x10310
rhoffman@wsecu.org

Photo of Dean Pownall
FINANCIAL ADVISOR
Dean Pownall

Dean serves members at our Yakima and Ellensburg branches. He has over 15 years of financial services experience; six of those in the securities industry.

He wants his members to feel comfortable in knowing that he is a financial resource for helping them to make informed financial decisions. When he sits down to talk with you, he'll help you develop a personalized investment strategy based on your values, goals and financial needs.

Dean holds a Series 7 registration with LPL Financial a Series 66 registration with LPL Financial and WSECU Investment Management. He also holds Washington State life and disability insurance licenses.

On a personal note, he's married and has two daughters and loves to spend time with them. Other activities he enjoys include skiing – on snow and on water. His absolute favorite hobby is restoring automobiles and antique gas pumps.

Branches served: Ellensburg and Yakima
800.456.3152 x25455
dpownall@wsecu.org

Photo of Jeff Reese
FINANCIAL ADVISOR
Jeff Reese

With over 20 years of experience in the financial services industry, Jeff is well-versed in helping members plan for their financial futures. When you meet with him, he'll work to gain a thorough understanding of your individual situation today and help forecast for your future needs. Based on what he learns, he'll offer guidance to assist you in making educated investment choices and diversification of your portfolio to help you work towards your financial goals.

Jeff has worked with our members since 2003, helping multiple generations successfully navigate the investment landscape. In addition to a degree in Economics, he holds Series 7 and 63 registrations with LPL Financial and a Series 65 registration with LPL Financial and WSECU Investment Management. He also holds Washington State life and health insurance licenses.

He grew up in Washington State and enjoys outdoor activities, including coaching his daughter's youth soccer team and riding his mountain bike or motorcycle. 

Branches served: Seattle U-District and Everett (by appointment)
800.456.3152 x40825
jreese@wsecu.org

Photo of Sid Schroader
FINANCIAL ADVISOR
Sid Schroader

Sid has been in financial planning since 1983 and focuses on connecting his members with investments that fit their comfort level. He will explain details on the risk and rewards of the most complex investment products in a way that's easy to understand and offer financial options to look ahead five years or 50 years depending on your needs.

When you sit down with Sid for a personal consultation, he'll work to fully understand your needs and long-term goals. He'll also develop comprehensive recommendations structured to help you appropriately invest and diversify your holdings so that your needs and goals can be pursued.

Sid holds Series 7 and 63 registrations with LPL Financial and a Series 65 registration with LPL Financial and WSECU Investment Management. He also holds Washington State life and disability insurance licenses.

Outside of work, he enjoys backpacking in the North Cascades, playing tennis, boating and traveling to foreign lands. And...he's a lifelong resident of Washington State.

Branches served: Olympia Headquarters
800.456.3152 x10812
sschroader@wsecu.org

Photo of Jon Schwartz
FINANCIAL ADVISOR
Jon Schwartz

Jon's philosophy is this: it's important to think about retirement no matter where you're at in life. The steps you take today will ultimately affect what happens tomorrow. His goal is to help you create a plan that will work toward having the level of income you need to enjoy financial independence in the years to come.

Since 1994, Jon's focus has been on retirement planning and pensions – when he sits down with you, he'll put his experience to good use to identify your objectives and risk tolerance, then help you build an investment strategy to effectively pursue your financial goals. You can count on him to take the time to fully understand your needs and long-term goals.

He holds a Series 7 registration with LPL Financial and a Series 65 registration with LPL Financial and WSECU Investment Management. He also holds life and disability insurance licenses.

He's a lifelong resident of eastern Washington and loves a good game of golf. He's also an avid water skier.

Branches served: Spokane, Spokane Valley and Medical Lake
800.456.3152 x50124
jschwartz@wsecu.org

Photo of Lisa Whiteman
FINANCIAL ADVISOR
Lisa Whiteman

For Lisa, retirement planning means more than providing her members with investment advice. It means helping them maintain the financial independence they've worked toward for their entire lives. It also means striving to ensure they have the means to pursue what's most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies she will develop on their behalf.

When you meet with Lisa, you'll begin with an in-depth discussion of your current finances and future objectives. Together, you'll address areas that may have been overlooked that could impact your financial future. Next will be determining any needed adjustments to your investment strategy to accommodate changing conditions and work toward meeting any unforeseen expenses and income demands.

Lisa has worked in the financial services industry since 2001 and earned a bachelors degree in finance. She holds her Series 7 registration with LPL Financial and a Series 66 registration with LPL Financial and WSECU Investment Management. She also holds Washington State life and health licenses and is a CERTIFIED FINANCIAL PLANNER TM Professional candidate.

She and her family have lived in the Olympia area since 2003. Summers are spent camping and fishing with her husband and two children in the beautiful Pacific Northwest. A favorite spot is Lake Curlew in Ferry County, WA.

Branches served: Martin Way and Lacey Credit Union Center
800.456.3152 x70220
lwhiteman@wsecu.org

Photo of Irina Bolotin
FINANCIAL ADVISOR
Irina Bolotin

Irina brings over a decade of her conservative investment philosophy to the table along with expertise in retirement and income planning. Her mission is to help her members manage their assets, preserve their wealth and support them in building their financial legacies.

By meeting with you, Irina is able to better understand your individual situations and help you make informed financial decisions to pursue both the current and next chapter in your life. She has over 10 years of experience in the financial industry and hold Series 7 and 63 registrations with LPL Financial and Series 66 registrations with LPL Financial and WSECU Investment Management.

In her spare time, she likes to read, travel and visit with her family.

Branches served: Seattle
800.456.3152 x20511
ibolotin@wsecu.org

Securities offered through LPL Financial member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial planning services may be 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 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.