Asheville, NC Smokey Park Hwy Office

Mariah Dockery is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has been associated with multiple related firms, including Members Trust Company and Secu Life Insurance Company, since 2014 and has worked with State Employees’ Credit Union since 1999. Dockery also serves as a Financial Advisory Services Specialist for State Employees’ Credit Union. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a goals-based, long-term approach using primarily low-cost index mutual funds and ETFs, with investment representatives who are salaried employees of the parent credit union.

Paul Cathey is a financial advisor with Credit Union Investment Services in Asheville, NC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked with State Employees' Credit Union since 2002 and has concurrent roles with Secu Life Insurance Company and Members Trust Company. 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, fixed-income products, and a goals-based, long-term planning approach, with advisor representatives employed on a salaried basis.