BCU Wealth Advisors, LLC

Scott Comeau is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at LPL Financial LLC and CUSO Financial Services, and he has been affiliated with Baxter Credit Union since 2013. Outside of his advisory work, he serves as an independent basketball official with the IAABO Board 130. BCU Wealth Advisors provides investment management and financial planning primarily to individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm utilizes a combination of internal portfolio managers and institutional strategies, including model portfolios from Dimensional and BlackRock, employing both passive and active approaches within a wrap-fee program.

John Anderson is a financial advisor at BCU Wealth Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial LLC, CUSO Financial Services, LP, and Baxter Credit Union. Anderson provides investment advisory services through BCU Wealth Advisors, an independent registered investment advisor. BCU Wealth Advisors offers investment management and financial planning primarily to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm uses a combination of internal portfolio managers and institutional managers, employing core-and-satellite, passive, active, and ESG strategies within a wrap-fee portfolio management program.

James Hagen is a financial advisor with BCU Wealth Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial LLC, Thrivent Financial, and CUSO Financial Services, LP. Outside of advising, he is a licensed real estate agent with Keller Williams Momentum and serves as a foster parent. BCU Wealth Advisors provides investment management and financial planning primarily to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm uses a combination of internal and institutional portfolio managers with model-based allocations, offering both passive and active strategies, including ESG options, through a wrap-fee program.

Keaton Messerschmidt is a financial advisor with BCU Wealth Advisors, LLC, holding a Series 66 designation and six years of industry experience. His work history includes roles at LPL Financial LLC, Baxter Credit Union, Wells Fargo, and BMO Harris Bank. Outside of advising, he is involved in a customer experience certificate program at Valparaiso University. BCU Wealth Advisors provides investment management and financial planning primarily to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a combination of internal and institutional portfolio managers, utilizing both passive and active strategies, including ESG options, and supports a large client base with a compact advisory team across multiple branch locations.

Ivan Figueroa is a financial advisor with BCU Wealth Advisors, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and BMO Harris Bank. Figueroa provides investment advisory services through BCU Wealth Advisors, an independent registered investment advisor firm. BCU Wealth Advisors offers investment management and financial planning primarily to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a combination of internal portfolio managers, institutional managers, and model portfolios, utilizing both passive and active strategies within a wrap-fee program.

Chad Codak is a financial advisor at BCU Wealth Advisors, LLC with two years of industry experience. He holds the Series 65 designation and has previously worked at Northwestern Mutual and Bass Pro Shops. BCU Wealth Advisors provides investment management and financial planning services primarily to individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm offers a wrap-fee portfolio management program utilizing a combination of internal portfolio managers, institutional managers, and model portfolios, employing both passive and active strategies including ESG options.

Kristi Mertens is a CFP® professional with 21 years of industry experience, currently serving at BCU Wealth Advisors, LLC in Minneapolis, MN. She has worked with BCU Wealth Advisors since 2014 and has held positions at LPL Financial LLC and Baxter Credit Union. BCU Wealth Advisors provides investment management and financial planning services primarily to individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm utilizes a combination of internal portfolio managers and selected institutional managers, offering strategies that include core-and-satellite, passive and active investments, as well as ESG options.

Luis Garcia Estrada is a financial advisor at BCU Wealth Advisors, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill Lynch, and Wells Fargo. BCU Wealth Advisors provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm utilizes a combination of internal and institutional portfolio managers along with model portfolios, offering both active and passive strategies within a wrap-fee program.

Mathew Douvikas is a financial advisor with BCU Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. His prior roles include positions at LPL Financial LLC, CUSO Financial Services, LP, PNC Bank, and JP Morgan Securities LLC. BCU Wealth Advisors provides investment management and financial planning services primarily to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a combination of internal portfolio managers and selected institutional managers using both active and passive strategies, including ESG options, and supports a large client base with a compact advisory team across multiple branch locations.

William Luzzo is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at LPL Financial LLC, CUSO Financial Services, and Thrivent Financial. BCU Wealth Advisors provides investment management and financial planning services primarily to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm uses a combination of internal portfolio managers and selected institutional managers, offering both active and passive strategies, including ESG options, through a wrap-fee program.

Jonathan Wylie is a CFP® with 10 years of industry experience, currently serving as an advisor at BCU Wealth Advisors, LLC. His prior experience includes roles at LPL Financial, Baxter Credit Union, Cuso Financial Services, Woodbury Financial Services, and Reis Financial Services. BCU Wealth Advisors provides investment management and financial planning primarily to individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm employs a combination of internal portfolio managers and selected institutional managers, utilizing model-based allocations and a mix of passive, active, and ESG strategies within a wrap-fee portfolio management program.

Bryan Farrissey is a CFP® professional with 24 years of industry experience. He has been with BCU Wealth Advisors, LLC since 2013 and previously worked at CUSO Financial Services, L.P. and Baxter Credit Union. He is currently associated with LPL Financial and operates within a team of three advisors. BCU Wealth Advisors provides investment management and financial planning primarily to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a combination of internal portfolio managers and selected institutional managers, utilizing model-based allocations and a mix of passive, active, and ESG strategies within a wrap-fee portfolio management program.

Amanda Link is a financial advisor with BCU Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at LPL Financial, Baxter Credit Union, CUSO Financial Services, and Sunamerica Capital Services. She provides administrative support to BCU Wealth Advisors as part of her professional activities. BCU Wealth Advisors offers investment management and financial planning services primarily to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a combination of internal portfolio managers and selected institutional managers using both passive and active strategies, including ESG options, and manages a wrap-fee portfolio program with discretionary authority granted to managers.

Heather Wright is a CFP® professional with 22 years of industry experience, currently serving at BCU Wealth Advisors, LLC. She has worked at firms including LPL Financial, Gem Financial Advisors, and Baxter Credit Union. Wright is also affiliated with Coldwell Banker outside of her financial advisory roles. BCU Wealth Advisors provides investment management and financial planning services primarily to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a combination of internal portfolio managers and institutional strategies, offering a wrap-fee program with both active and passive investment options.

Casey Bloomer is a financial advisor with BCU Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at LPL Financial, Baxter Credit Union, CUSO Financial Services, BMO Harris Bank, and Fifth Third Securities. He provides administrative support to BCU Wealth Advisors, an independent investment advisor firm. BCU Wealth Advisors offers investment management and financial planning services primarily to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a combination of internal and institutional portfolio managers with model-based allocations and provides a wrap-fee portfolio management program featuring both passive and active strategies, including ESG options.