Financial Advisor, CUSO Financial Services, L.P.* at Numerica Credit Union
Listening. That’s the skill Mark credits for his success helping individuals and families achieve their financial goals. First, he gains an understanding of his clients’ aspirations. Only then can he partner with them in creating a financial roadmap that enhances their lives and fulfills their dreams.
Mark applies this same focus on relational advocacy in the community, where his service includes leadership roles with the Mission Community Outreach Center, People for Effective Government, and Beautiful Savior Lutheran Church. He is a veteran of two decades in the United States Air Force, where he was a KC-135 navigator and staff officer. He retired to Spokane in 2007, in part for the outdoor trails. In the warmer months, he navigates them by bicycle. When the pathways turn white, look for Mark on Mt. Spokane sporting snowshoes or Nordic skis.
* 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.