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Investments - Find a Consultant

Your Financial Consultant's role is to help you determine, or re-evaluate, your retirement and investment strategies by offering guidance on investments and assistance with financial planning and insurance.

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Texas Financial Consultants

  • Joseph Cater

    Joseph H. Cater

    Senior Financial Consultant

    281 North Branch
    1421 N. Loop 1604 E.
    San Antonio, TX 78232

    Contact

    210.476.4774 (main)
    210.476.4269 (direct)
    210.545.4498 (fax)

    Email Joseph

    Mr. Cater has been in the financial services industry since 1989 and holds a Bachelor of Business Administration degree from Texas A&M University. He is a Registered Securities Representative and Life Insurance Agent who works closely with credit union members to implement retirement planning, wealth management, and cash management programs. Mr. Cater believes in developing long term relationships with his clients while instilling a conservative approach to investing for the future, using diversification and asset allocation to help reach their financial goals.

  • Brad Feldman

    Brad Feldman

    Senior Financial Consultant

    The Rim Branch
    18103 IH10 W.
    San Antonio, TX 78257

    Contact

    210.476.4774 (main)
    210.476.4859 (direct)
    210.476.4866 (fax)

    Email Brad

    Mr. Feldman has been in the financial services industry since 1997. He earned his Bachelor of Business Administration degree in Finance from the University of Texas at San Antonio. Mr. Feldman is a Registered Securities Representative, an Investment Advisory Representative, and a Life Insurance Agent who works closely with members to help them reach their retirement, education, and other goals. He does this through professional guidance and insights into a wide range of financial products and services. Mr. Feldman has worked for a number of financial services organizations – Bank of America Investment Services, CUSO Financial Services and Citicorp Financial Services before joining Security Service as a senior financial consultant. Feldman believes future financial security doesn't just happen. It takes prudent advice, knowledge, and experience in order to develop a realistic financial plan.

  • Fred Garza

    Fred Garza

    Senior Financial Consultant

    Highland Hills Branch
    1507 Goliad Rd.
    San Antonio, TX 78223

    Contact

    210.476.4774 (main)
    210.877.3960 (direct)
    210.877.3965 (fax)

    Email Fred

    Mr. Garza has been in the financial services industry since 2006. He earned his B.A. from Texas A&M University at Kingsville. Mr. Garza is a registered securities representative, registered investment advisor and life insurance agent. He professionally assists those who are new to investing; along with seasoned investors with a similar understanding style. Mr. Garza works with his members using a clear and educational approach, beginning with member expectations, then finding and explaining the investment selections. His focus is a conservative, long-term approach to investing, following the principals of diversification and asset allocation as a means of pursuing the member's financial goals.

  • Brandon P. Medina

    Brandon P. Medina

    Senior Financial Consultant

    Windcrest Branch
    4910 Windsor Hill
    San Antonio, Texas 78239

    Contact

    210.476.4774 (main)
    210.476.4342 (direct)
    210.877.3913 (fax)

    Email Brandon

    Mr. Medina has been serving Security Service Federal Credit Union members since 2001. He began his career at the credit union before moving into the investment business. He is an investment company and variable contract products representative and life insurance agent. Mr. Medina prides himself in educating members on investments in a way that is simple and easy to understand. He believes in a consistent, balanced approach to investing that includes asset allocation and diversification to help achieve each client's financial goals.

  • Moses Moreno

    Moses Moreno

    Senior Financial Consultant

    Bandera Branch
    5757 N.W. Loop 410
    San Antonio, Texas 78238

    Contact

    210.476.4774 (main)
    210.476.4116 (direct)
    210.476.4089 (fax)

    Email Moses

    Mr. Moreno has been an employee of the credit union since 1993, working in member service for three years before moving to the investment group in 1996. Mr. Moreno is an investment company and variable contract product representative and a life insurance agent. Mr. Moreno focuses on educating members about investment and insurance products in a manner that is simple and easy to understand.

  • Kent Mulkey

    Kent Mulkey

    Senior Financial Consultant

    De Zavala Branch
    12707 IH 10 W. (De Zavala Road Exit)
    San Antonio, Texas 78230

    Contact

    210.476.4774 (main)
    210.476.4781 (direct)
    210.476.4222 (fax)

    Email Kent

    Mr. Kent Mulkey has been with Security Service Federal Credit Union since January 1993 with Security Service Investment Group since June 2001. He is a registered representative and life insurance agent, and holds a Bachelor of Business Administration degree from the University of Texas at San Antonio.

    Mr. Mulkey's personal goal is to offer the finest investment products and services to his clients with the utmost honesty and personal integrity. His aim is to make the investing process easy and understandable for his clients.

  • Terry O'Connor

    Terry O'Connor

    ​Senior Financial Consultant

    1604/Culebra Branch
    5750 W. Loop 1604 N.
    San Antonio, TX 78251

    Contact

    210.476.4774 (main)
    210.877.3947 (direct)
    210.877.3954 (fax)

    Email Terry

    Mr. O'Connor has been in the financial services industry since 2000. He attended the University of Texas at El Paso and is a General Securities Registered Representative, Investment Adviser Representative, and Life Insurance Agent. His past associations include Morgan Stanley, Met Life Resources, USAA Investment Management Company and Valic Financial Advisors.

    Mr. O'Connor believes that the value of a financial professional is in the knowledge and experience he or she provides, helping you to achieve your financial goals. He works closely with you to understand your specific financial goals, risk tolerance, time horizon, and investment preferences.

  • Susanne Serna

    Susanne Serna, CFP®

    Senior Financial Consultant

    Hwy. 90 Branch
    7323 Highway 90 W.
    San Antonio, TX 78227

    Contact

    210.476.4774 (main)
    210.476.4521 (direct)
    210.476.4522 (fax)

    Email Susanne

    After earning her Master's Degree from Our Lady of the Lake University in 1996, Ms. Serna began to use her education and experience as a financial advisor. Joining SSIG in 2002, she continues to be motivated by client relationships and works closely with each person to identify, plan, and understand their financial goals. She professionally directs and advises new clients and seasoned investors alike with an understanding style. Whether you're looking for retirement, education, asset allocation, or insurance assistance, as a registered securities and insurance representative, Ms. Serna will develop a plan that fits your individual needs.

  • William Young

    William "Bill" Young

    Senior Financial Consultant

    1604/Bandera Branch
    9253 N. Loop 1604 W.
    San Antonio, TX 78249

    Contact

    210.476.4774 (main)
    210.476.4128 (direct)
    210.476.4126 (fax)

    Email William

     

    Mr. Young has been in the financial services industry for 14 years. He has worked for American Funds, Van Kampen Investments, and American General Financial Group. He joined Security Service Investment Group from Morgan Stanley in 2001. Young is a registered representative, registered investment advisor, life insurance agent, and holds a Bachelor of Finance from Texas A&M University. Mr. Young helps his clients work towards achieving their financial goals by using his extensive background in the investment and insurance business. His personal investment philosophy is based on three basic areas of investing: financial planning, asset allocation, and diversification.

Colorado Financial Consultants

  • Charles Blanchette

    Charles Blanchette

    Senior Financial Consultant

    Broadway Branch
    99 S. Broadway
    Denver, CO 80209

    Contact

    1.800.435.6457 (main)
    303.727.6400 (direct)
    303.778.5489 (fax)

    Email Charles

    Mr. Blanchette has been in the financial services industry for more than 20 years. As a senior financial consultant, Mr. Blanchette offers significant experience in asset management for individuals, institutions and businesses, providing experience for a variety of financial and estate issues, taxation, and wealth transfer questions. Mr. Blanchette served as Regional Vice President in a Wealth Management Division of a community bank in Colorado. He also headed the National Rollover Retirement Group with Prudential Financial Retirement Services, and has held various sales and management positions at U.S. Bank and Fidelity Investments, directing regional sales, service and operational activities. Mr. Blanchette is a registered representative and insurance agent and works with members using a consultative and educational approach, beginning with member expectations, then focusing on the specifics of goals, risk tolerances, timelines, investment selection, implementation, and portfolio performance.

  • Jennelle Chorak

    Jennelle Chorak, CRPS®

    Senior Financial Consultant

    Mt. Carmel Branch
    310 East Abriendo Ave.
    Pueblo, CO 81004

    Contact

    1.800.435.6457 (main)
    719.545.0529 (direct)
    719.544.0081 (fax)

    Email Jennelle

    Ms. Chorak has been in the financial services industry since 2000. She attended the Colorado State University – Pueblo, majoring in Economics, and holds a certificate from the College for Financial Planning as a Chartered Retirement Plans Specialist. Ms. Chorak is a registered securities representative and insurance agent. She works with members of the credit union to implement members' retirement plans and assists in wealth management and cash management planning. Ms. Chorak's focus is a conservative, long-term approach to investing, following the principals of diversification and asset allocation as a means of achieving the member's financial goals.

  • Charlotte McConnell

    Charlotte McConnell

    Senior Financial Consultant

    Fort Collins Branch
    1025 E. Swallow Rd.
    Fort Collins, CO 80525

    Contact

    1.800.435.6457 (main)
    970.207.2035 (direct)
    970.207.2040 (fax)

    Email Charlotte

    Ms. McConnell has been in the financial services industry for more than 20 years. Prior to joining Security Service Investment Group, she served as Corporate Vice President for SummitView Capital in Denver, CO. She also served as Vice President and Head of Fixed Income Trading Division of John G. Kinnard, in Colorado. Ms. McConnell was also Head of the Long Term Care Insurance Division of a local investment planning company and also worked in the wealth management department. She has held positions in bond and equity trading, working with Fortune 500 companies, institutions, and individuals.

    Ms. McConnell received her MBA in 1997 from the University of Massachusetts in Amherst and is an Investment Adviser Representative and Insurance Agent. She works with clients to assist in planning for a successful future by setting goals that include investment and insurance planning. Ms. McConnell's approach is balance and long term philosophy using asset allocation and portfolio diversification.

  • Michael Salardino

    Michael Salardino, CFP®

    Senior Financial Consultant

    Mt. Carmel Branch
    310 East Abriendo Ave.
    Pueblo, CO 81004

    Contact

    1.800.435.6457 (main)
    719.545.0529 (direct)
    719.544.0081 (fax)

    Email Michael

    Mr. Salardino has been with Security Service Investment Group since August 2011. Prior to joining Security Service Investment Group, he had a 24-year career in financial services with Boettcher & Co., Piper Jaffray, and Smith Barney. Mr. Salardino is a Certified Financial Planner® who serves on a financial management team at Security Service Investment Group with Jennelle Chorak, Senior Financial Consultant and Charter Retirement Plan Specialist, and veteran sales assistant, Maria Hughes. Prior to joining the financial services industry, Mr. Salardino had an 18-year career in radio and television, as a disc jockey, sportscaster, sales manager, and general manager.

    His community activities include serving as president of the Colorado Sons of Italy, chair of the Colorado State University, Pueblo School of Business Advisory Board, and as a board member of St. John Neumann Catholic School, The Pueblo Sister City Commission, Friends of Football (CSU Pueblo) and the Broadway Theatre League. He is a former three-term Pueblo City Council member. Mr. Salardino graduated from Colorado State University, Pueblo with a degree in Mass Communication.

  • Jason Thornock

    Jason Thornock

    Senior Financial Consultant

    Briargate Branch
    1485 Kelly Johnson Boulevard
    Colorado Springs, CO 80920

    Contact

    1.800.435.6457 (main)
    719.265.2201 (direct)
    719.594.5942 (fax)

    Email Jason

    Mr. Thornock has been in the financial services industry since 2000. He earned his Bachelor's degree from the University of Northern Colorado in Greeley. Mr. Thornock is a Registered Securities Representative and insurance agent. He works closely with credit union members in the areas of risk management, retirement savings and retirement income planning. Whether you're looking for retirement and insurance guidance, asset allocation and investment diversification, Mr. Thornock will help you develop a plan to meet your needs.

Utah Financial Consultants

  • Joseph Brett Jenson

    Brett Jenson

    Senior Financial Consultant

    Orem Branch
    175 E. 200 South
    Orem, Utah 84058

    Contact

    1.800.435.6457 (main)
    801.227.3641 (direct)
    801.227.3603 (fax)

    Email Brett

    Mr. Jenson has worked in the securities industry for the last seven years. He has worked for The Vanguard Group, E*Trade and Fidelity Investments. Mr. Jenson has gained experience in developing investment strategies for investors in different life stages and with varying investment needs and risk profiles. Mr. Jenson is a graduate of Brigham Young University – Idaho, with a Bachelors Degree in Business Management. Mr. Jenson’s investment approach with all investors is to take a long-term view in pursuing their financial goals.

  • Nick Larsen

    Nick Larsen

    Senior Financial Consultant

    South Jordan Branch
    10404 South Redwood Rd.
    South Jordan, Utah 84095

    Contact

    1.800.435.6457 (main)
    801.488.6743 (direct)
    801.488.6779 (fax)

    Email Nick

    Mr. Larsen has been helping people pursue financial success since 2002, while working in several different capacities at Deseret Trust Company, Edward Jones Investments and Fidelity Investments. Mr. Larsen draws upon his experience with trusts, 401k plans, insurance, investments and financial planning to develop a personalized solution to fit his client’s individual needs. He utilizes time-tested principles of investments and personal finance, such as diversification and asset allocation, to help clients pursue their financial goals. Mr. Larsen realizes that personal finance can be daunting at times and therefore uses a consultative, collaborative approach to help educate clients, while advising them on the road to financial success. Mr. Larsen is proud to be an alumnus of the University of Utah, having received a Bachelors Degree in Finance. He is an active member of the Salt Lake County Business Alliance where he has served in various capacities, including time as Chairman of the Ambassador’s Committee.

Sales Assistants

  • Rebecca Brown

    Rebecca Brown

    Registered Sales Assistant

    Corporate Headquarters
    16211 La Cantera Pkwy.
    San Antonio, TX 78256

    Contact

    210.476.4774 (main)
    210.476.4812 (fax)

    Email Rebecca

    Ms. Brown is a registered securities representative and registered investment advisor. Prior to joining Security Service Investment Group in early 2012, she lived in Richmond, Virginia. Her financial service experience started in 2004 as an administrator for an energy hedge fund before moving to a local investment advisory firm to obtain her licenses. Rebecca looks forward to building her relationships at Security Service Investment Group, exploring the local community and learning the local culture of South Texas.

  • Monique Cassidy

    Monique Cassidy

    Registered Sales Assistant

    Corporate Headquarters
    16211 La Cantera Pkwy.
    San Antonio, TX 78256

    Contact

    210.476.4774 (main)
    210.476.4812 (fax)

    Email Monique

    Ms. Cassidy is a registered securities representative and has nearly 20 years of experience in the financial services industry, including retail and institutional sales support, trading, discount brokerage, management, and training roles. She joined the SSIG team in August 2007 after her tenure with World Savings Bank, where she managed the short term assets and liabilities of the company. Ms. Cassidy is committed to fostering a positive team environment and providing excellent customer service to all.

  • Maria Hughes

    Maria Hughes

    Registered Sales Assistant

    Mt. Carmel Branch
    310 East Abriendo Ave.
    Pueblo, CO 81004

    Contact

    1.800.435.6457 (main)
    719.545.0529 (direct)
    719.544.0081 (fax)

    Email Maria

    Ms. Hughes has 9 years' experience in the financial services industry. Prior to joining Security Service Investment Group in August 2011, she was a Registered Sales Assistant at Smith Barney. Before joining Smith Barney, Ms. Hughes served in the Accounting Department at the Colorado State Fair. She took a respite from the industry to complete her bachelor's degree in art at Colorado State University, Pueblo. She joined the City of Pueblo in the Parks and Recreation Department before returning to financial services. When Ms. Hughes isn't assisting clients with their financial needs, she enjoys being a potter at a local art studio.

  • Rhoda Mejia

    Rhoda Mejia

    Sales Assistant

    Corporate Headquarters
    16211 La Cantera Pkwy.
    San Antonio, TX 78256

    Contact

    210.476.4774 (main)
    210.476.4812 (fax)

    Email Rhoda

    Ms. Mejia has been with Security Service Federal Credit Union since April 2007. She comes to us from the Account Services Department where she was an Account Analyst that dealt directly with Individual Retirement Accounts (IRAs). Her time with the Credit Union has allowed her to truly understand the principle of our mission statement of delivering personalized service to help build strong financial futures. Her focus is on ensuring the smooth flow of information and resolution to meet the needs of existing and prospective clients. She is also fluent in Spanish and is currently studying at the University of Texas at San Antonio, pursuing a degree in Business Management.

  • Gennifer Otte

    Gennifer Otte

    Sales Assistant

    Corporate Headquarters
    16211 La Cantera Pkwy.
    San Antonio, TX 78256

    Contact

    210.476.4774 (main)
    210.476.4812 (fax)

    Email Gennifer

    Ms. Otte has been with Security Service Federal Credit Union since October 2003, where she started as a part-time teller. Most recently she worked in the Commercial Services Department as an Administrative Assistant. Her years of experience within the Credit Union have made her customer service oriented, and she strives to provide the “Service” that Security Service stands for. She is currently a student at the University of the Incarnate Word, pursuing a degree in Business Administration with concentrations in Banking and Finance.

Management

  • John Dallahan

    John J. Dallahan

    Sr. Vice President - Financial Services Program Manager

    Corporate Headquarters
    16211 La Cantera Pkwy.
    San Antonio, TX 78256

    Contact

    210.476.4774 (main)
    210.476.4410 (direct)
    210.476.4812 (fax)

    Email John

    Mr. Dallahan has been in the securities industry for more than 30 years, primarily in management positions - from branch to senior management. He held regional management positions at Charles Schwab & Company and Fidelity Investments. Mr. Dallahan also worked at USAA's Investment Management Company as a Senior Vice President, directing the sales and operations activities of USAA's mutual fund and brokerage organizations. He has served on a variety of industry committees for both the Securities Industry Association and the Investment Company Institute and is an industry arbitrator for the Financial Industry Regulatory Authority (FINRA). Mr. Dallahan is a registered securities principal, investment advisory representative, and insurance representative.

Securities and Insurance provided by Cetera Investment Services LLC, Member FINRA/SIPC. Advisory services provided by Cetera Investment Advisers LLC. Neither firm is affiliated with SSFCU or its related Investment Products:
Not NCUSIF-Insured • Not Insured by any Federal Government Agency
Not Financial Institution Guarantee • May Lose Value • Not a Deposit

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