Winston Salem, NC Peace Haven Rd Office

Lacey Hayes is a financial advisor at Credit Union Investment Services with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Members Trust Company since 2016. Outside of her advisory role, Hayes operates an online resale business. Credit Union Investment Services primarily serves 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 representatives are salaried employees of the parent credit union.

Joshua Swaim is a financial advisor at Credit Union Investment Services with Series 66 registration and one year of industry experience. He has held positions at SECU Brokerage Services, SECU Life Insurance Company, State Employees' Credit Union, and Amerilife. Outside of finance, he worked with Yadkin County Emergency Services for eight years. Credit Union Investment Services serves individual investors who reside in North Carolina, providing non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index mutual funds and ETFs, and operates within a credit-union ecosystem as a subsidiary of State Employees’ Credit Union.

Shawn Elder is a CFP® professional with five years of industry experience, currently affiliated with Credit Union Investment Services in Winston Salem, NC. He has held positions at Members Trust Company and SECU Brokerage Services, and has been involved with State Employees' Credit Union and SECU Life Insurance Company since 2014 and 2016, respectively. Elder serves as a Financial Advisory Services Specialist at State Employees' Credit Union and is also an agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and retirement planning focused on long-term goals. The firm emphasizes low-cost index funds and ETFs, with investment representatives as salaried employees within the credit union system.