Top Credit Union Investment Services Directors Awards Winners

Top Investment Services Directors in Credit Unions 2021 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 a virtual award ceremony on January 20th, where we announced the top winners.

 

View the recording of the Top Credit Union Directors Awards Ceremony

2021 Top Directors in Credit Unions

 

Category Sponsor:
Northwest Financial Advisors - Karen Benedict

Northwest Financial Advisors - Karen Benedict

Ranked #1

Elements Wealth Management - Matthew Snively

Elements Wealth Management - Matthew Snively

Ranked #2

CCU Wealth Strategies - Nick LaPuma

CCU Wealth Strategies - Nick LaPuma

Ranked #3

Addison Avenue Investment Services - Scott Jenner

Addison Avenue Investment Services - Scott Jenner

Ranked #4

Allegacy Investment Group- Steven Franke

Allegacy Investment Group- Steven Franke

Ranked #5

First Peoples Wealth Management Services

First Peoples Wealth Management Services

Ranked #6

Texans Financial - Danny McFadden

Texans Financial - Danny McFadden

Ranked #7

DFCU Financial Partners - Patrick Maher

DFCU Financial Partners - Patrick Maher

Ranked #8

Ameriprise Financial at Family Trust FCU - Matt Griffin

Ameriprise Financial at Family Trust FCU - Matt Griffin

Ranked #9

Sharonview Financial Services - H.H. Guthmiller

Sharonview Financial Services - H.H. Guthmiller

Ranked #10