Investment Advisors
Partnering in your financial future.
WESTconsin Investment Advisors provide various insurance and investment products to help you diversify your portfolio. Our program can provide a package of asset accumulation and preservation products aligned with your goals, whether those include saving for a home, providing a college education, or planning a comfortable retirement.
Our representatives are dedicated career professionals carefully selected and trained to serve WESTconsin Credit Union members. They take time to listen and understand what you want to achieve while factoring in your risk tolerance and adapting to changes in your life. They'll help you explore your possibilities and options within these areas:
- Insurance planning
- Retirement planning
- Investment planning
- Education funding
- Business planning
- Estate planning
- Annuities
- Managed accounts
- Mutual funds
- Stocks/bonds
Alex Burian
Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.
As an LPL Financial Advisor, Alex is able to provide credit union members with professional assistance, quality financial products and dependable service.
Education
B.S. Business Administration/Financial Services, University of Wisconsin—Stout
Call today for more information or to arrange a meeting. There is no obligation.
Tim Carlson
Helping clients reach their retirement goals is my primary objective. There are a lot of options for your retirement but the first step is developing a strategy. As an LPL Financial Advisor my job is to help you, whatever your age, create a sound financial strategy for the lifestyle you want to live in retirement. Let's get together and create your retirement plan. Together we'll answer the tough questions to give you peace of mind: Are you saving enough? Will you outlive your retirement income? How much insurance should you have? Should you add stocks to your portfolio? Are your financial expectations realistic?
As an LPL Financial Advisor, Tim is able to provide credit union members with professional assistance, quality financial products and dependable service.
Education
B.S. Career, Technical Education and Training, University of Wisconsin—Stout and an Associate Degree, Marketing, Chippewa Valley Technical College
Call today for more information or to arrange a meeting. There is no obligation.
Bob Dillon
Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.
As a Financial Advisor, Bob is able to provide credit union members with professional assistance, quality financial products and dependable service.
Education
Associate’s Degree in Education, South Suburban College, South Holland IL
Call today for more information or to arrange a meeting. There is no obligation.
Derek Reese
Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.
As an LPL Financial Advisor, Derek is able to provide credit union members with professional assistance, quality financial products and dependable service.
Education
UW-Eau Claire, Business Management
Call today for more information or to arrange a meeting. There is no obligation.
Carter Christensen
Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.
As an Associate Financial Advisor, Carter is able to provide credit union members with professional assistance, quality financial products and dependable service.
Education
UW-River Falls, Finance
Call today for more information or to arrange a meeting. There is no obligation.
Clynt Ebling
Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use, and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.
As a Financial Advisor, Clynt will provide credit union members with professional assistance, quality financial products, and dependable service.
Education
Associate Degree in Criminal Justice, Chippewa Valley Technical College
Call today for more information or to arrange a meeting. There is no obligation.
