We are very excited to announce that Brooke Bowie, CUNA Financial Advisor, has joined Ascentra Retirement & Investment Services. Attaining financial security is a marathon, not a sprint; that is why planning and preparation is essential for success. Brooke understands this concept and brings a balanced approach to helping her clients prepare and protect their financial goals.
Brooke offers several years of experience in the financial industry; she holds an Accredited Investment Fiduciary (AIF®) designation and will complete her master’s degree in Accounting and Finance later this year from Culver-Stockton College. She specializes in assisting Ascentra Credit Union members to and through retirement. Whether you are just starting out or ready for retirement, Brooke is ready to assist you with your financial goals.
We are also very excited to introduce Jillian Keck, Wealth Management Coordinator. Jillian will be assisting Brooke in serving your investment needs. She received her bachelor’s degree in Communication and Media Studies from the University of Iowa.
The credit union is committed to building long term relationships. Brooke and Jillian stand ready to assist you in reaching your financial goals by listening, caring, and doing what’s right. You can reach them by phone at 563-459-6916 or by email at firstname.lastname@example.org.