Senior Financial Advisor, CUSO Financial Services LP* at Numerica Credit Union
Ann offers clients not just financial knowledge and real-world experience, but a counselor's heart. She listens. She earns confidence. And she communicates comprehensive solutions in a way that is simple to understand.
Ann has a knack for helping people identify the best route between where they’re at and where they want to be. This compass-like skill has been honed throughout her career. She spent 15 years as a globetrotting entrepreneur — ask her about her travels to 65-plus countries — before gaining notoriety in the banking and financial services world. She credits her success to being in a role that suits her genuine care for others. She desires to support members as they navigate their life aspirations in a meaningful manner.
* 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.
**The following branches are available by appointment only: Coeur d'Alene, Hayden, Post Falls, East Wenatchee, Richland, Pasco, Downtown Spokane, Lyons, South Hill, Sprague, Sullivan, Five Mile, Airway Heights, Regal, U-City and Wandermere.