Francisco specializes in retirement income and works closely with members to help them reach their individual financial objectives. He will strive to fully understand your needs and long-term goals. Offering his guidance in investing and insurance, he will assist you in pursuing your financial needs.

After serving in the U.S. Air Force for over 21 years, Francisco joined First Command Financial Planning where he assisted military families in pursuing their financial goals. Combining his knowledge and enthusiasm with an understanding of his members’ needs, he is a trusted Financial Consultant for Thurston and Lewis counties.

Francisco Barreto
LPL Financial Consultant
575 Trosper Rd SW, Ste 104
Tumwater, WA 98512
360.252.4995
800.456.3152 x85510
f: 360.754.6137
fbarreto@wsecu.org

Lisa works closely with members to help them reach their individual financial objectives. Through personal consultation, she will work with you to gain a sound understanding of your short and long-term goals. After determining your objectives, she will make recommendations for your investing options and diversification of your investment portfolio.

With her experience in investments and insurance, Lisa is well-qualified to assist you in pursuing your financial needs. She holds Series 7 and 66 securities registrations with LPL Financial, as well as life and health insurance licenses.

Lisa and her family have lived and worked in Pierce and Thurston counties for the past nine years.

Lisa Whiteman
LPL Financial Consultant
4245 Martin Way
Olympia, WA 98516
360.704.1816
800.456.3152 x70220
f: 360.754.6137
lwhiteman@wsecu.org

Sid Schroader can speak to the risk and rewards of the most complex investment products in a way that anyone can understand. He has worked in financial planning since 1983 and focuses on connecting members with investments that fit their comfort level. Sid will give you financial options to look ahead five years or 50 years depending on your needs. Through personal consultation, he strives to fully understand your needs and long-term goals. He will develop comprehensive recommendations structured to help you and/or your small business appropriately invest and diversify your holdings so that your needs and goals can be pursued.

Sid works out of our headquarters branch in Olympia. He holds Series 7, 63 and 65 securities registrations with LPL Financial, as well as life and disability insurance licenses.

Outside of work, Sid enjoys trying new things and seeing new places.

Jeff has more than 15 years of experience in the financial services industry and is well-versed in helping members plan for their financial futures. When you meet with him, he will work to gain a thorough understanding of your individual situation. Based on what he learns, he will offer guidance to assist you in making educated investment choices and diversification of your portfolio to help you achieve your financial goals.

Before joining WSECU’s team in 2004, Jeff worked for GNA/GE Financial Assurance Company in Seattle and was recognized for his achievements. In addition to a degree in Economics, he holds his Series 7, 63, and 65 securities registrations through LPL Financial, as well as life and health insurance licenses.

Jeff Reese
LPL Financial Adviser
1100 NE 45th St, Ste 110
Seattle, WA 98105
206.545.6845
800.456.3152 x40825
f: 360.754.6137
jreese@wsecu.org

Ed isn’t afraid of hard work — after all, he did work and live in Alaska for 20 years. No stranger to all sorts of weather climates, he easily acclimates to the changes in the financial climate as well.

His comprehensive recommendations are structured to help members invest appropriately and diversify their holdings to enable them to pursue their financial goals. Backed by more than 22 years of managing investments and insurance risks, Ed will work to understand your expectations and create an investment plan tailored to fit you. He holds Series 7 and 66 securities registrations with LPL Financial, as well as life and disability insurance licenses.

Ed Pears
LPL Financial Consultant
1500 Fairview Ave E
Seattle, WA 98102
206.720.6511
800.456.3152 x20511
f: 206.720.6516
epears@wsecu.org

Phyllis, a WSU alumni and long-time resident of Pullman, specializes in retirement planning, management and protection. Utilizing an enthusiastic, personal approach, she takes a great pride in helping her members understand complex financial systems so they can more actively participate in their own financial success.

With more than 12 years of experience in the financial services industry, her area of focus is creating retirement plans and looking at tax-free income so you can better control your financial destiny.

Phyllis McDonald
LPL Registered Representative
S 1220 Grand Ave
Pullman, WA 99163
800.456.3152 x60206
f: 360.754.6137
pmcdonald@wsecu.org

It's important to think about retirement no matter where you're at in life. The steps you take today will ultimately affect what happens tomorrow.

Jon Schwartz has been working with retirement plans and pensions for more than 15 years. With innovative planning, he acknowledges and identifies members' investment goals based on their individual objectives and risk tolerance. Jon is committed to helping you plan for your future. Through personal consultation, he strives to fully understand your needs and long-term goals. He holds Series 7 and 65 securities registrations with LPL Financial, as well as life and disability insurance licenses.

A lifelong resident of eastern Washington Jon loves the outdoors and is an avid snow and water skier.

Jon Schwartz
LPL Financial Consultant
12209 E Mission
Spokane Valley, WA 99206
800.456.3152 x50124
f: 360.754.6137
jschwartz@wsecu.org

Robert has more than a decade of experience in the financial services industry. He builds relationships with members by paying close attention to their goals and risk tolerances while educating them on the importance of portfolio management.

Robert's primary focus is retirement plans and planning, mixed with wealth management for individuals and small businesses. Through personal consultation, he will create a comprehensive portfolio structured to help meet your goals and needs. He holds his series 7, 63 and 66 securities registrations with LPL Financial, as well as life and health insurance licenses.

He enjoys Mariner baseball, Husky and Seahawk football, golf and motocross. Robert has been volunteering in the local community for more than 10 years as a Sunday school teacher and youth baseball coach. When he has free time, he enjoys spending it with his family and friends in the local area.

Robert E. Hoffman
LPL Financial Consultant
330 Union Ave SE
Olympia, WA 98501
800.456.3152 x10310
f: 360.754.6137
rhoffman@wsecu.org

Securities, investment advisory services and insurance products offered through LPL Financial and its affiliates, a registered investment adviser, Member  FINRA/SIPC

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

WSECU and WSECU Investment Management are not registered broker/dealers, nor are they affiliated with LPL Financial.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.