Kelly Wallace

Jeffrey Albright is a financial advisor at Shepherd Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Creative Planning for 13 years. Shepherd Wealth Management serves individual and high-net-worth clients, managing approximately $162 million in discretionary assets. The firm uses a team-based approach focused on Modern Portfolio Theory and passive index investments, complemented by various analytical methods and integrated financial planning.

Scott Garner is a financial advisor with Credit Union Investment Services in Thomasville, NC, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been associated with multiple related entities including State Employees' Credit Union since 2007, where he serves as a Financial Services Officer, and has roles with Members Trust Company and SECU Life Insurance Company. Credit Union Investment Services primarily serves North Carolina residents with a focus on non-discretionary investment advice, retirement planning, and asset allocation, emphasizing long-term, goals-based strategies using low-cost index funds and ETFs. The firm operates within a credit union framework and provides ancillary services through affiliated businesses.

Philip Lahr is a financial advisor with Credit Union Investment Services in Asheboro, NC, holding a Series 66 designation and 15 years of industry experience. He has concurrent roles with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, where he provides financial advisory services and life insurance. Lahr spends a small portion of his time as a trust representative for Members Trust Company. Credit Union Investment Services primarily serves North Carolina residents, offering goals-based, non-discretionary investment advice focused on mutual funds, ETFs, and fixed income products. The firm operates within the State Employees’ Credit Union ecosystem and emphasizes long-term planning with salaried advisors who do not receive commissions.

Christopher Johns is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 designations and bringing nine years of industry experience. He has worked at Credit Union Investment Services since 2017 and also holds roles at Members Trust Company, SECU Life Insurance Company, and State Employees' Credit Union. Outside of his advisory work, Johns serves as an elder on the finance committee at First Presbyterian Church in Lexington, NC. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a goals-based, long-term investment approach using low-cost index funds and ETFs, operating within a credit union ecosystem that provides ancillary services to clients without obligation.

Anthony Cruz is a financial advisor at Credit Union Investment Services with one year of industry experience. He holds the Series 66 designation and has worked with the State Employees' Credit Union since 2019 in various financial services roles, including as a Financial Advisory Services Specialist and a life insurance agent. Prior to this, he held positions at Mariner Finance, Walgreens Inc., and UNC Greensboro. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, and its investment adviser representatives are salaried employees of the parent credit union.

Michael Finch is a CFP® with six years of industry experience, currently serving as an advisor at Credit Union Investment Services. He has held roles at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Finch is also a district manager at State Employees' Credit Union, where he supervises the offering of financial services to members. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm generally recommends low-cost, index-based mutual funds and ETFs, fixed-income products, and employs a goals-based, long-term planning approach.