Colleen Mitchell

Jeffrey Albright is a financial advisor at Shepherd Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Creative Planning for 13 years. Shepherd Wealth Management serves individual and high-net-worth clients, managing approximately $162 million in discretionary assets. The firm uses a team-based approach focused on Modern Portfolio Theory and passive index investments, complemented by various analytical methods and integrated financial planning.

Scott Garner is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with State Employees' Credit Union since 2007 and holds roles at Secu Life Insurance Company and Members Trust Company. Credit Union Investment Services serves North Carolina residents, primarily individual investors and some trust clients, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm’s advisers are salaried employees of the parent credit union, and clients retain full decision-making authority over their accounts.

Philip Lahr is a financial advisor with Credit Union Investment Services and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at Axa Advisors, LLC. He also serves as a financial advisory services specialist with State Employees' Credit Union and as an agent with SECU Life Insurance Company. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management and financial planning focused on low-cost, mostly index-based mutual funds and ETFs. The firm employs a goals-based, long-term approach, with salaried investment adviser representatives and client-directed implementation.

Christopher Johns is a financial advisor at Credit Union Investment Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Johns serves as an elder on the finance committee at First Presbyterian Church in Lexington, NC, where he reviews financial reports and assists with budgeting. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes a goals-based, long-term planning approach using low-cost, mostly index-based mutual funds and ETFs, with salaried adviser representatives who provide recommendations while clients retain final decision-making authority.

Anthony Cruz is a financial advisor at Credit Union Investment Services with one year of industry experience. He holds the Series 66 designation and has worked with the State Employees' Credit Union since 2019 in various financial services roles, including as a Financial Advisory Services Specialist and a life insurance agent. Prior to this, he held positions at Mariner Finance, Walgreens Inc., and UNC Greensboro. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, and its investment adviser representatives are salaried employees of the parent credit union.

Michael Finch is a CFP® with six years of industry experience, currently serving as an advisor at Credit Union Investment Services. He has held roles at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Finch is also a district manager at State Employees' Credit Union, where he supervises the offering of financial services to members. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm generally recommends low-cost, index-based mutual funds and ETFs, fixed-income products, and employs a goals-based, long-term planning approach.