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Francisco specializes in retirement income and works closely with members to help them pursue their individual financial objectives. He will strive to fully understand your needs and long-term goals. Offering his guidance in investing and insurance, he will assist you in pursuing your financial needs.

After serving in the U.S. Air Force for over 21 years, Francisco joined First Command Financial Planning where he assisted military families in pursuing their financial goals. Combining his knowledge and enthusiasm with an understanding of his members' needs, he is a trusted Financial Consultant for Thurston and Lewis counties.

Francisco Barreto
LPL Financial Adviser
575 Trosper Rd SW, Ste 104
Tumwater, WA 98512
360.252.4995
800.456.3152 x85510
f: 360.754.6137
fbarreto@wsecu.org

  

Lisa works closely with members to help them pursue their individual financial objectives. Through personal consultation, she will work with you to gain a sound understanding of your short and long-term goals. After determining your objectives, she will make recommendations for your investing options and diversification of your investment portfolio.

With her experience in investments and insurance, Lisa is well-qualified to assist you in pursuing your financial needs. She holds Series 7 and 66 securities registrations with LPL Financial, as well as life and health insurance licenses. She also holds a bachelor's degree in finance.

Lisa and her family have lived and worked in Pierce and Thurston counties since 2001.

Lisa Whiteman
LPL Financial Adviser
4245 Martin Way
Olympia, WA 98516
360.704.1816
800.456.3152 x70220
f: 360.754.6137
lwhiteman@wsecu.org

 

Sid Schroader can speak to the risk and rewards of the most complex investment products in a way that anyone can understand. He has worked in financial planning since 1983 and focuses on connecting members with investments that fit their comfort level. Sid will give you financial options to look ahead five years or 50 years depending on your needs. Through personal consultation, he strives to fully understand your needs and long-term goals. He will develop comprehensive recommendations structured to help you and/or your small business appropriately invest and diversify your holdings so that your needs and goals can be pursued.

Sid works out of our headquarters branch in Olympia. He holds Series 7, 63 and 65 securities registrations with LPL Financial, as well as life and disability insurance licenses.

Outside of work, Sid enjoys trying new things and seeing new places.

Sid Schroader
Vice President, LPL Wealth Adviser
330 Union Ave SE
Olympia, WA 98501
360.704.1812
800.456.3152 x10812
f: 360.754.6137
sschroader@wsecu.org

 

Jeff has more than 15 years of experience in the financial services industry and is well-versed in helping members plan for their financial futures. When you meet with him, he will work to gain a thorough understanding of your individual situation. Based on what he learns, he will offer guidance to assist you in making educated investment choices and diversification of your portfolio to help you address your financial goals.

Before joining WSECU's team in 2004, Jeff worked for GNA/GE Financial Assurance Company in Seattle and was recognized for his achievements. In addition to a degree in Economics, he holds his Series 7, 63, and 65 securities registrations through LPL Financial, as well as life and health insurance licenses.

Jeff Reese
LPL Financial Adviser
1100 NE 45th St, Ste 110
Seattle, WA 98105
206.545.6845
800.456.3152 x40825
f: 360.754.6137
jreese@wsecu.org

 

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.

Jon Schwartz has been working with retirement plans and pensions for more than 15 years. With innovative planning, he acknowledges and identifies members' investment goals based on their individual objectives and risk tolerance. Jon is committed to helping you plan for your future. Through personal consultation, he strives to fully understand your needs and long-term goals. He holds Series 7 and 65 securities registrations with LPL Financial, as well as life and disability insurance licenses.

A lifelong resident of eastern Washington Jon loves the outdoors and is an avid snow and water skier.

Jon Schwartz
LPL Financial Adviser
12209 E Mission
Spokane Valley, WA 99206
800.456.3152 x50124
f: 360.754.6137
jschwartz@wsecu.org

 

Robert has more than a decade of experience in the financial services industry. He builds relationships with members by paying close attention to their goals and risk tolerances while educating them on the importance of portfolio management.

His primary focus is retirement plans and planning, mixed with wealth management for individuals and small businesses. Through personal consultation, he will create a comprehensive portfolio structured to help address your goals and needs. He holds his series 7, 63 and 66 securities registrations with LPL Financial, as well as life and health insurance licenses.

Robert is married and has a young son. He enjoys Mariner baseball, Husky and Seahawk football, golf and motocross. He has been a volunteer in the local community for more than 10 years as a Sunday school teacher and youth baseball coach. When he has free time, he enjoys spending it with his family and friends in the local area.

Robert E. Hoffman
LPL Financial Adviser
9540 Bridgeport Way SW
Lakewood, WA 98499
800.456.3152 x10310
f: 360.754.6137
rhoffman@wsecu.org

 

If economic times have you questioning your investment strategy or if it is simply time for a review of your portfolio, Irina is ready to help. She is an experienced LPL Financial Adviser and will provide you with an individualized consultation to help you create or refine your strategy to pursue your financial goals.

By meeting with you personally, Irina will be able to better understand your situation and help you make informed financial decisions to pursue the next chapter in your life. She holds Series 7, 63, and 66 registrations through LPL financial.

Irina is married and has two sons. She and her family live in Kirkland and have been in the area for 14 years.

Irina Bolotin
LPL Financial Adviser
1500 Fairview Ave E, Ste 100
Seattle, WA 98102
206.720.6511
800.456.3152 x20511
f: 360.754.6137
ibolotin@wsecu.org

 

Dean focuses on wealth management by understanding members' needs, goals and values. By looking at your entire finanical picture, he can help you develop sound investment strategies. He holds Series 7 and 66 securities registrations, as well as life and disability insurance licenses. He earned his bachelor's degree in Business Administration from Western Washington University.

Dean is a Yakima native and has lived in Central Washington for most of his life. He enjoys spending time with his wife and two daughters. His favorite activities include water and snow skiing and his favorite pastime is restoring automobiles and antique gas pumps.


Dean Pownall

LPL Financial Consultant
1400 Lakeside Ct, Ste 101
Yakima, WA 98902
206.704.1816
800.456.3152 x25455
f: 509.576,0653
dpownall@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 offered through Washington State Employees Credit Union d/b/a WSECU Investment Management, a registered investment adviser and separate entity from LPL Financial. Financial planning and other advisory services may be offered through LPL Financial, a registered investment adviser.

 

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 securities 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, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

 

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