Associate Advisor, CUSO Financial Services LP* at Numerica Credit Union
If numbers aren’t your superpower, John is the kind of person you want in your corner. If numbers are your superpower, John is the kind of person you will intuitively connect with.
With a master’s in professional accounting from Eastern Washington University, he specializes in tax-efficient strategies and investment management. He’s also one of those dependable, hard-working guys who knows how to achieve a goal. During his six years earning bachelor’s and master’s degrees, he worked full-time hours managing a pizza place.
Just don’t confuse him for one of those “all work, no play” types. John carves out time for his favorite health and fitness hobbies. Kayaking, cycling, and golf top his work-life balance sheet.
* 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.