University Federal Credit Union: Live, Learn, Prosper

Our Advisors

Our Advisors

Our team of experienced financial advisors, available through CFS, specializes in retirement, education and general investment planning. We can assist with mutual funds, government and municipal bonds, discount brokerage services and a full range of other investment products.

Call or email us today if you have investment questions, need advice or would like to schedule an appointment.


Clint CampbellClint Campbell CFP®
Wealth Management Business Development Manager
CUSO Financial Services, L.P. at University Federal Credit Union

Please feel free to email Clint at ccampbell@ufcu.org or call him at (512) 467-8080, ext 21082 to schedule a financial planning appointment.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

+ Bio and Qualifications

My role at UFCU is to provide holistic financial planning services to our members. I help members prioritize their goals, coordinate their financial affairs and chart a course to a comfortable retirement. My planning services are available to UFCU members at no cost, and I do not receive commissions from the sale of investment or insurance products. I am passionate about empowering our members to achieve their financial goals through education and straightforward advice.

  • CERTIFIED FINANCIAL PLANNERTM Practitioner (CFP®)
  • Chartered Retirement Planning CounselorSM (CRPC®)
  • Chartered Retirement Plans SpecialistSM (CRPS®)
  • Active Member of the Financial Planning Association
  • Active Member of the Society of Financial Services Professionals (FSP)
  • Bachelor of Business Administration from Texas State University
  • Master of Business Administration from Southern Methodist University

Michael GuthrieMichael Guthrie
Sr. Investment Advisor

Please feel free to email Michael at mguthrie@ufcu.org or call him at (512) 467-8080, ext 21081.

+ Bio and Qualifications

My commitment as a Financial Advisor is to genuinely care about my clientís financial well being. A large part of my financial planning process is to help clients realize that true wealth often extends beyond their money and into their legacy. Using a disciplined discovery and monitoring process, I help my clients conquer the intimidating mountain of investment and financial planning. I know Iíve done my job, when my clients canít wait to tell all of their friends, co-workers and family about the outstanding relationship they have with me.

  • Active Securities Licenses (Series 6, 7, 63, 66) and Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS), our broker-dealer
  • Securities licensed in the states of: CA, CO, IL, MD, NM, NY, NC, OK, TX and UT.
  • Life Insurance Licensed in the state of Texas
  • Long-Term Care Insurance Licensed in the state of Texas
  • BBA Finance, Texas State (formerly known as Southwest Texas State University)
  • Financial services industry experience since 1998

Areas of Specialization:

  • Fee Based Advisory Services
  • Retirement Planning for 401k, Teachers Retirement System (TRS), 403(b) ORP and TSA participants
  • Individual Retirement Accounts (IRAs)
  • Life Insurance (including disability and long-term care)
  • 401(k) and 403(b) Rollovers
  • Exchange Traded Funds (ETF)
  • Mutual Funds
  • Socially Responsible Investing
  • Estate Planning

Mark SpirkMark Spirk
Sr. Investment Advisor

Please feel free to email Mark at mspirk@ufcu.org or call him at (512) 467-8080, ext 21381.

+ Bio and Qualifications

As a Financial Advisor, I realize that finding a reliable advisor to offer guidance through lifeís financial challenges can seem intimidating at times, and I pride myself in presenting easy to understand solutions in a relaxed environment. I believe that educating members is an essential component to any successful, long-term advisor/member relationship. I also know that it is important for members to feel fully at ease with their decisions after being presented with appropriate options.

  • Active Security Licenses series 7, 63, 65, and 24 in the states of California, Texas and Virginia registered through our broker/dealer CUSO Financial Services, L.P.
  • Texas Life, Accident, and Health Insurance License
  • Bachelor of Science degree in Communications Media from Indiana University of Pennsylvania
  • Master of Business Administration degree from the University of Wisconsin-Milwaukee
  • Financial services industry experience since 1995

Areas of Specialization:

  • Fee Based Advisory Services
  • Retirement Planning for 401k, Teachers Retirement System (TRS), 403(b) ORP and TSA participants
  • Individual Retirement Accounts (IRAs)
  • Life Insurance (including disability and long-term care)
  • 401(k) and 403(b) Rollovers
  • Exchange Traded Funds (ETF)
  • Mutual Funds
  • Socially Responsible Investing
  • Estate Planning

Brad ScheeleBrad Scheele
Investment Advisor

Please feel free to email Brad at bscheele@ufcu.org or call him at (512) 467-8080, ext 21481.

+ Bio and Qualifications

As a Financial Advisor, I realize that each member's financial situation and goals are different. It's my fiduciary responsibility to help members identify and achieve their financial goals by assisting in the creation of a custom financial plan. As a former teacher, I take pride in my ability to patiently educate each member on the solutions for their unique financial situation. Helping people with their financial goals since 2005, I have learned the value of relationships that are built on trust and service. When a member refers their friends and family to me, I know I have gained their confidence and respect.

  • Active Securities Licenses (Series 6, 7, 63, and 65/66) registered through CUSO Financial Services, L.P. (CFS*), our broker-dealer
  • Securities licensed in the states of: TX and CA
  • Life Insurance Licensed in the state of Texas
  • Bachelor of Business Administration degree in MIS and Marketing from Texas Tech University

Areas of Specialization:

  • Fee Based Advisory Services
  • Retirement Planning for 401k, Teachers Retirement System (TRS), 403(b) ORP and TSA participants
  • Individual Retirement Accounts (IRAs)
  • Life Insurance (including disability and long-term care)
  • 401(k) and 403(b) Rollovers
  • Exchange Traded Funds (ETF)
  • Mutual Funds
  • Socially Responsible Investing
  • Estate Planning

Jamie ChandlerJamie Chandler
Associate Investment Advisor

Please feel free to email Jamie at jchandler@ufcu.org or call her at (512) 467-8080, ext 21120.

+ Bio and Qualifications

As an investment advisor, I strive to help each client and small business owner find and meet their financial goals. I believe that every client is entitled to outstanding service and respect. As a military veteran my commitment to integrity and loyalty to others continues through the relationships I build with my clients. I understand that the decision to start investing in the future can seem overwhelming. By using a process that incorporates each client's risk tolerance, time line and budget I am able to help each client feel comfortable and confident about their financial future.

  • Active Securities Licenses (Series 7, 63, 66) and Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS), our broker dealer
  • Securities licensed in the states of: TX and NV
  • Life Insurance Licensed in the state of Texas
  • Long Term Care Insurance licensed in the state of Texas

Services Provided:

  • Fee Based Advisory Services
  • Individual stock and bonds
  • Retirement Planning for 401(K), Teachers Retirement System (TRS), 403(B) ORP and TSA Participants
  • Individual Retirement Accounts (IRA)
  • Small Business Owner Retirement Planning
  • Life Insurance (including disability and long-term care)
  • 401(K) and 403(B) Rollovers
  • Exchanged Traded Funds (ETF)
  • Mutual Funds
  • Socially Responsible Investing
  • Estate Planning

Jonathan SheetsJonathan Sheets
Associate Investment Advisor

Please feel free to email Jonathan at jsheets@ufcu.org or call him at 512-467-8080, ext 21814.

+ Bio and Qualifications

I understand that my clients have had many different life experiences and therefore bring with them different needs and expectations. My goal is to listen first and then help you address those needs and expectations with a sound strategy to help reach your financial goals. I bring a wealth of industry experience which has served my clients well over time. I also take pride in my ability to explain different strategies in an easy to understand manner and take the time to answer client questions along the way.

  • Active Securities Licenses series 7, 63, 66, in the states of Texas and Virginia, registered through our broker/dealer CUSO Financial Services, L.P.
  • Texas Life, Accident, and Health Insurance License
  • Bachelor of Arts from the University of Richmond
  • Financial services industry experience since 1992

Ruben ReyesRuben Reyes
Associate Investment Advisor

Please feel free to email Ruben at rreyes@ufcu.org or call him at (512) 467-8080, ext 21950.

+ Bio and Qualifications

As an Associate Investment Advisor, it is my commitment to treat all my clients on an individual level. Building long lasting relationships is a priority in my practice and understanding that sincerity and honesty are a critical part of a strong client/advisor relationship. Clients may have a financial strategy that needs some guidance, whether it be planning for retirement, education or insurance needs. I feel a sense of accomplishment when I am able to see my clients attain a level of comfort that has never been met when dealing with their investment needs.

  • Active Securities Licenses (Series 7, 63 and 66) registered through our broker/dealer CUSO Financial Services L.P.
  • Texas Life, Accident, and Health Insurance License
  • Bachelor of Science degree in Political Science from the University of Texas at El Paso
  • Financial services industry experience since 2000

Areas of Specialization:

  • Retirement Planning for 401k, Teachers Retirement System (TRS), 403(b) ORP and TSA participants
  • Individual Retirement Accounts (IRAs)
  • Life Insurance (including disability and long-term care)
  • 401(k) and 403(b) Rollovers
  • Exchange Traded Funds (ETF)
  • Mutual Funds
  • Socially Responsible Investing
  • Estate Planning

Joleen CervenkaJoleen Cervenka
Investment Coordinator

Please feel free to email Joleen at jcervenka@ufcu.org or call her at 512-467-8080, ext 21081.

+ Bio and Qualifications

I am dedicated to delivering quality service while supporting our Senior Investment Advisor in building relationships and providing our members with quality solutions to their retirement planning needs. As an investment coordinator, I am knowledgeable in a vast array of financial products that are available through our broker dealer, CUSO Financial Services, L.P. and look forward to helping our members.

  • Active Securities Licenses Series 7 and 66 in the state of Texas registered through our broker/dealer CUSO Financial Services, L.P.
  • Texas Life, Accident and Health Insurance License
  • Financial services industry experience since 2008

Doug MayoDoug Mayo
Investment Coordinator

Please feel free to email Doug at dmayo@ufcu.org or call him at 512-467-8080, ext 21417.

+ Bio and Qualifications

I am dedicated to delivering quality service while supporting our Investment Advisors in building relationships and providing our members with quality solutions to their retirement planning needs. As an investment coordinator, I am knowledgeable in a vast array of financial products that are available through our broker dealer, CUSO Financial Services, L.P.* and look forward to helping our members.

  • Active Securities Licenses Series 7, 63 and 65 in the state of Texas registered through our broker/dealer CUSO Financial Services, L.P.*
  • Texas Life, Accident and Health Insurance License
  • Financial services industry experience since 2006

Cindy MotlCindy Motl
Investment Coordinator

Please feel free to email Cindy at cmotl@ufcu.org or call her at 512-467-8080, ext 21026.

+ Bio and Qualifications

I am dedicated to delivering quality service while supporting our Senior Investment Advisor in building relationships and providing our members with solutions to their retirement planning needs. As an investment coordinator, I am knowledgeable in a vast array of financial products that are available through our broker dealer, CUSO Financial Services, L.P. and look forward to helping our members.

  • Texas Life, Accident and Health Insurance License
  • Financial services industry experience since 1992


* 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.

Printed from the UFCU website. Find this page at:
https://www.ufcu.org:443/accounts/investments/personal/meet_advisors.php?loc=announce