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Austin, TEXAS, February 4, 2022 — Our CFS* Advisors located at UFCU earned four Pacesetter Awards for their 2021 efforts.
Presented by CFS*/SPF, a national organization that supports credit unions and other financial institutions, the Pacesetter Awards recognize top performers in UFCU Investment ServicesTM who meet top production goals while also providing outstanding service to clients.
Gold Pacesetter Awards went to CFS* Wealth Advisor Mark Spirk, MBA, CFP®, and CFS* Wealth Advisor Mike Guthrie. As a Gold Pacesetter winner for 10 consecutive years, Mark Spirk also earned the organization’s Hall of Fame honor. Mike Guthrie’s honor marks his 8th Gold Pacesetter award. CFS* Wealth Advisor Rodney Nelson received the organization’s Bronze Pacesetter award.
In addition, the impressive work of the entire CFS* team garnered them a Gold Pacesetter award. The team ranked 12 out of financial institutions nationwide in investment performance.
“The exceptional work of our UFCU Investment Services team highlights UFCU’s commitment to help every person have the tools and guidance they need to achieve their financial goals and dreams,” said Tony C Budet, UFCU CEO."
As a Member-owned, not-for-profit financial cooperative, UFCU is passionate about changing lives and strengthening communities. With more than 345,000 Members in Central Texas and Galveston County and total assets (under management and serviced†) exceeding $7.7 billion, UFCU offers a variety of products, services, and education programs to empower Members in achieving financial health.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.
†Total Assets ($3.934 billion) + Assets Under Management by UFCU Investment Services ($0.616 billion) + Real Estate Loans Sold with Servicing Retained ($3.229 billion)