2022 Top Credit Union Investment Services Directors Awards Winners

Top Investment Services Directors in Credit Unions 2022 Winners

Presented by:

The recipients of the first annual Kehrer Bielan Top Credit Union Directors Awards were chosen based on a transparent, data-driven process that rewarded for the performance of the Director’s firm across a dozen criteria. You can learn more about our methodology here.

The Top Directors Awards season culminated in an in-person award ceremony at the 2022 PROCU Conference in Laguna Beach on October 2, where we announced the top winners.

2022 Top Directors in Credit Unions

 

Category Sponsor:
CCU Wealth Strategies - Nick LaPuma

CCU Wealth Strategies - Nick LaPuma

Ranked #1

Elements Wealth Management - Matthew Snively

Elements Wealth Management - Matthew Snively

Ranked #2

Addison Avenue Investment Services - Scott Jenner

Addison Avenue Investment Services - Scott Jenner

Ranked #3

Northwest Financial Advisors - Karen Benedict

Northwest Financial Advisors - Karen Benedict

Ranked #4

Steward Concepts -  Matthew Griffin

Steward Concepts - Matthew Griffin

Ranked #5

2022 Top Directors in Credit Unions Finalists

Addison Avenue Investment Services
at First Tech Fedearl Credit Union
Director: Scott Jenner

Allegacy Investment Group
at Allegacy Federal Credit Union
Director: Steven Franke

CCU Wealth Strategies
at Corning Credit Union
Director: Nick LaPuma

DECU Investmnet & Retirement Services
at Deere Employees Credit Union
Director: Bradley Johannes

Elements Wealth Mangement
at Elembets Financial FCU
Director Matt Snively

ESL Investment Services, LLC
at ESL Federal Credit Union
Director: Peg Gaston

Members Financial Services
at Southeast Financial CU
Director: Ken Coulthard

Northwest Financial Advisors
at Northwest Federal Credit Union
Director: Karen Benedict

Steward Concepts
at Family Trust Federal Credit Union
Director: Matthew Griffin

Wealth Management by Comnmunity America
at Community America CU
Director: Mike Haggerty