Heather Lawton is a financial advisor at Credit Union Investment Services with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Members Trust Company and various entities affiliated with State Employees' Credit Union, including serving as a Financial Advisory Services District Manager. Lawton also acts as an agent for SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm operates within a credit union ecosystem and emphasizes a goals-based, long-term investment approach using low-cost mutual funds and ETFs.

Allison Flippin is a CFP® with eight years of industry experience, currently serving as a financial advisor at Credit Union Investment Services. She has been affiliated with State Employees' Credit Union since 2012 and holds roles at SECU Life Insurance Company, SECU Brokerage Services, and Members Trust Company. Outside of her advisory work, she teaches as an adjunct notary public instructor at Wake Tech Community College. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm’s salaried advisers provide recommendations while clients retain final decision authority.