Associate Advisor, CUSO Financial Services LP* at Numerica Credit Union
In more than a decade in the financial industry, Tanel is recognized for helping Wenatchee Valley residents make the most of their money. As a licensed investment advisor, she helps clients manage their portfolios so they can live well, both today and into the future.
If her face looks familiar, there’s probably a reason for it. Maybe you’ve seen her around town at one of her favorite community events, like the farmers market. Perhaps you shared a class at Central Washington University, where she earned a bachelor’s degree in information technology and administrative management. And she still gets recognized from her years as a barista, crafting lattes in between classes at Wenatchee Valley College. (Ask her about the craziest coffee order she ever received.)
Living on a small farm growing up, Tanel learned the value of starting where you’re at and helping things grow. She continues to live this principle out today in her home garden and chicken coop — and at her desk in our Wenatchee branch.
* 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.