Six wealth management advisors at Redwood Credit Union (RCU) received Pacesetter awards, and RCU’s investment marketing efforts were also recognized at the CUSO Financial Services (CFS) 2020 Annual Conference. Earning Gold Pacesetter Awards were Mike DeFazio (his 11th consecutive gold win), Julie Nix, and Clark Matthiessen. Christine Foster earned the Silver Pacesetter Award, and Steve Kerston and Joseph Turfa earned Bronze Pacesetter Awards. In addition, RCU received its 4th consecutive Gold Impact award for its wealth management services marketing campaign.
Affiliated with broker dealer and Registered Investment Advisor, CUSO Financial Services, LP, DeFazio, Nix, Matthiessen, Foster, Kerston, and Turfa were recognized for being the top-producing registered representatives among hundreds of credit union and bank programs across the country.
DeFazio joined RCU’s wealth management team in 2007, bringing more than 10 years of business and management experience. Nix has been with RCU since 2014, assisting clients with portfolio analysis, retirement planning, risk assessment and more. Foster has more than 28 years of experience in financial services and has worked for RCU since 2001. Matthiessen has also been a financial advisor at the credit union since 2001, helping members develop investment strategies that meet their individual goals. Kerston started at RCU in 2010 and specializes in retirement planning and risk management. And Turfa joined RCU’s wealth management team in 2009, bringing more than 15 years of retirement planning and investment experience.
“We’re proud to see these advisors recognized for their accomplishments,” said Tom Hubert, senior vice president of wealth management, auto services and insurance services at RCU. “In a crowded industry, these individuals have established themselves as professionals of the highest caliber. They are an inspiration to all of us who strive for excellence in our profession.”