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In this seminar, we’ll explore your options for reaching your financial goals when you retire from the TRS.* Please join us to learn more about your choices and opportunities when considering retirement. Specifically, we’ll discuss the following topics:
This seminar supports the financial health pillar of planning.
* 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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union Members. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC. CFS does not provide tax or legal advice. For such guidance, please consult a qualified tax and/or legal advisor.
Criminals need very little information to steal identities and garbage cans offer an abundance of information from paperwork. Bring up to two file boxes of paper per household for free, confidential shredding. Commercial high-volume shredders, courtesy of Iron Mountain, will be on-site to shred your records. UFCU Asset Protection team members will also be available to answer your questions about identity theft or other fraud issues. Mark your calendars now!*
* Weather permitting
Interactive Financial Center Manager
Mortgage Loan Officer
Financial AdvisorCUSO Financial Services, L.P.* at UFCU
* 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.
CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
—Excellence in Execution.
Check the background of this investment professional on FINRA’s BrokerCheck.
A former US Marine with combat experience,Rodney understands the value of discipline and the importance of a well-designed plan. He credits the success of his practice to the skills and habits he developed while in service to his country.
Rodney serves Members primarily in the Coastal Region at our Galveston and Victory Lakes locations. An industry veteran, he specializes in serving the medical community and is heavily involved with The University of Texas Medical Branch. He applies a regimented and thorough discovery process that surpasses the expectations of many of those who meet with him. Why? Rodney doesn’t like mistakes. His objective is to add confidence to
his clients’ financial world, and he does so by investing his time and energy in the lives of those he serves.
Originally from Kansas, Rodney has lived just about everywhere at one time or another. It wasn’t until the birth of his son that he and his wife finally decided to lay down some roots. After work and family, he has no
free time. (Or so he tells us!) On the rare occasions he isn’t working or involved in his son’s extracurricular activities, he enjoys flyboarding, fishing, and relaxing with family and friends.
What was your favorite TV show growing up?
What did you want to be when you grew up?
“Like my dad.”
Tennis shoes or flip flops?
“Flip Flops, I live on an Island!”
UFCU members can participate in the National Shared Branch Network, enabling you to transact UFCU business at hundreds of locations throughout the country. Learn more about the National Shared Branch Network, and where to find a location near you.
Important Note: ATMs at shared branch locations are not fee-free. To locate fee-free non-UFCU ATMs, please visit the ATM Alliance.
Wherever you are, UFCU membership means free access to many ATMs across Central Texas and Galveston County.