A Clearer Signal From the Fed
Read the weekly economic commentary from Chief Economist Scott Brown.
Discipline Despite the Market "Never-Befores"
Read the weekly bond market commentary from Doug Drabik.
Read the weekly investment strategy commentary from Chief Investment Officer Larry Adam.
Investment Services Support
As Investment Support Representatives with over 25 years of combined industry experience, our expertise lies in our ability to assist Self-Managed clientele with all aspects of their account servicing needs.
- Account openings & maintenance
- Account research & resolution
- Cost basis information
- Equity & mutual fund trades
- Corporate actions such as stock splits and tender offers
In our role, we also serve as a liaison between members and our Financial Advisors, providing back-up support for managed accounts. If you do not currently work with an advisor but are considering doing so, we can assist you with the completion of a needs assessment to identify a representative best suited for you.
Investment Support Representative, RJFS
I enjoy educating others about investing partially because I grew up in a family of great savers. I entered the Financial Services industry in 1996. I’ve served as a Business Banker with California Federal Bank and later worked as an Investment Representative for Wachovia Bank and Washington Mutual, before joining Addison Avenue Investment Services in 2000.
As a news junkie, I spend much of my spare time reading up on anything pertaining to the economy and current events. Outside of work, my family and I enjoy traveling and living an active lifestyle. I’ve had the opportunity to hike Mount Whitney, walk on the Great Wall of China, and complete a marathon.
Qualifications: holds series 7 and 63 securities licenses; life and health insurance licensed with variable endorsements. CA Insurance License #0C90729
Qualifications: holds series 7 and 66 securities licenses.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.