见见你的财务顾问

Jonathan thrives on helping 直接金融 members develop solutions for both their current and future financial needs. Jonathan has been a Financial Advisor for 23 years. He specializes in working with clients to help them create a customized financial plan designed around their individual goals including Pre and Post 退休计划. From investments and retirement to insurance, Jonathan brings a strong commitment to personal service and a track record of long-term client relationships to NEFCU Financial Group as a CFS* Financial Advisor.

他持有FINRA Series 7, 63 and 66 licenses and is securities licensed in many states across the country. He is also licensed for life and health insurance in Vermont, 维吉尼亚州, 纽约, 密歇根州和肯塔基州.

Jonathan earned the 2019 Silver Pacesetter Award through CFS. The award honors the top producing registered advisors among hundreds of CFS credit union and bank programs across the country.

FINRA的BrokerCheck: 乔纳森·怀特豪斯，CFF®, CRD # 2940110

Kris is a native Vermonter and enjoys the opportunity to help his members with their financial needs and concerns. With a BS in Accounting and an MBA from Champlain College, Kris’s experience in the financial 服务 industry has ranged from auditing to financial advising. He values the opportunity to understand the needs of his clients by developing a strong relationship with them to understand their personal situation and aspirations while collaborating to implement strategies to help them achieve their financial goals.

工作之余, Kris can most often be found in the community with his family attending local festivities and parks.

他持有FINRA Series 7 and 66 licenses. He is also licensed for life and health insurance in Vermont.

FINRA的BrokerCheck: Kristopher Daudelin, CRD # 7181420

Lisa has been a Financial Advisor for the last 7 years, with an additional 20 years in the mortgage and banking industry. This experience has provided her a unique perspective from which to address client financial concerns and help them develop strategies by focusing on specific needs and goals. She strives to provide every client with comprehensive financial advice and the highest level of personal service and integrity.

When she is not helping her clients, Lisa enjoys spending time with her husband traveling, 看戏, 教学尊巴, and volunteering with community outreach programs such as the Steps to End Domestic Violence of Chittenden County and Maggie’s Brightside, a partner of the Cancer Patient Support Foundation.

She holds FINRA Series 7 and 66 licenses. She is also licensed for life insurance in Vermont.

FINRA的BrokerCheck: 丽莎·克鲁泽，aam®，crd# 6642220