|
| |
Erin DeSantis
Meet Erin DeSantis. In her eight years at CommunityAmerica Credit Union, she’s done it all. From retail branch associate to Financial Service Specialist to branch manager, she knows her stuff. She’s even opened and managed two separate locations. Her favorite part of the job? Knowing she’s making a difference in the lives of her members and staff.
With 12 years of industry experience under her belt, Erin has the know-how to help families succeed in their financial goals. She’s used everything she’s learned to coach CommunityAmerica members to a brighter fiscal future. Now, she’s ready to put those coaching skills to the test for you.
CommunityAmerica isn’t just dedicated to creating financial success – we’re dedicated to creating relationships. That’s why we think Erin is the perfect choice to help you manage your money.
Tim Blake
Meet Tim Blake. He’s a CFS* Financial Advisor for CommunityAmerica Credit Union who also happens to be an investment rock star. From a college savings program to a customized business retirement plan, Tim knows how to make sense of the 401(k)s, 403(b)s, 457s, Simples and SEPs. And if you need help guarding your assets or setting up long-term care insurance, he can handle that, too.
Tim will develop and maintain a money management strategy that fits your life, and changes as often as you do – without using “bankspeak.”
CommunityAmerica believes in cutting through the fluff to provide real solutions for real people. Tim has the know-how you need to do just that.
* Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. CommunityAmerica Credit Union is affiliated with CFS. Financial Advisors are employees of CommunityAmerica Credit Union and registered through CFS. (Member FINRA/SIPC)
|
|
|
