With more than 14 years in financial services, Lyn brings a wealth of experience in financial planning to NEFCU members. Lyn’s passion for helping people reach their long-term goals was sparked during her years as a management consultant. Today, she uses her exceptional listening skills and deep understanding of investment and insurance planning to develop individualized financial and retirement plans for NEFCU members.
Lyn has experience using investments, annuities, managed accounts and insurance. She holds FINRA Series 7, 63 and 65 licenses and is securities licensed and Life and Health insurance licensed in Vermont. She has attained the designation of Accredited Asset Management Specialist (AAMS®) from the College of Financial Planning and Certified Fund Specialist (CFS®) from the Institute of Business & Finance.
Jonathan thrives on helping NEFCU members develop solutions for both their current and future financial needs. With more than 16 years in financial services, Jonathan specializes in working with clients to help them create a customized financial plan designed around their individual goals. From investments and retirement planning to insurance, Jonathan brings a strong commitment to personal service and a track record of long-term client relationships to NEFCU Financial Group as a CFS* Financial Representative.
He holds FINRA Series 7 and 63 Securities licenses and is securities licensed in Vermont and New York.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered brokerdealer (Member FINRA/SIPC) and 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.