Credit Union Investment Services

Amber Roemmich is a financial advisor with Credit Union Investment Services in Durham, NC, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has been with Credit Union Investment Services since 2017 and also holds roles at SECU Life Insurance Company, SECU Brokerage Services, Members Trust Company, and State Employees' Credit Union, where she serves as Regional Vice President. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm’s advisers are salaried employees of the parent credit union, and clients retain final decision-making authority on their accounts.

Jeremy Smith is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been affiliated with Members Trust Company since 2018 and has worked with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2011. 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 emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.

Christina Scagnelli is a financial advisor with Credit Union Investment Services and holds a Series 66 designation. She has one year of experience in advisory roles and has worked at SECU Life Insurance Company and SECU Brokerage Services since 2021, as well as State Employees' Credit Union since 2012. Outside of her advisory work, she serves as a financial services officer at State Employees' Credit Union. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management, retirement and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm’s advisors are salaried employees of the parent credit union, and clients retain final decision-making authority on investment recommendations.

Stephen Barden is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been affiliated with Members Trust Company since 2016 and has worked with multiple entities related to State Employees’ Credit Union since 2004. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and retirement planning with a focus on low-cost, index-based mutual funds and ETFs. The firm’s investment adviser representatives are salaried employees of the parent credit union, and clients retain full decision-making authority over their accounts.

Aaron Allwardt is a financial advisor at Credit Union Investment Services with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked in financial services roles at State Employees' Credit Union since 2017, including positions with SECU Life Insurance Company and SECU Brokerage Services. 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, fixed-income products, and a goals-based, long-term planning approach, with salaried advisors who provide recommendations while clients retain final decision authority.

Heather Lawton is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 credentials and having 11 years of industry experience. She has been with Credit Union Investment Services since 2015 and also holds roles at Members Trust Company and SeCU Life Insurance Company. Additionally, she serves as a Financial Advisory Services District Manager at State Employees' Credit Union. 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, fixed-income products, and a goals-based, long-term planning approach.

Thomas Clayton is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. He has 12 years of experience in the industry, working concurrently at Members Trust Company, Secu Life Insurance Company, Secu Brokerage Services, and State Employees' Credit Union. Outside of his advisory roles, he volunteers with Wreaths Across America. 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, fixed-income products, and a goals-based, long-term planning approach, with advisory representatives employed on a salaried basis rather than commission.

Jared Smith is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. He has three years of industry experience and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2015. He also serves as a life insurance agent with SECU Life Insurance Company. Credit Union Investment Services serves individual investors and trust clients 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, fixed-income products, and a goals-based, long-term planning approach, with advisory representatives employed on a salaried basis by the parent credit union.

Troy Moore is a CFP® with two years of experience in financial advisory roles at Credit Union Investment Services and Members Trust Company. He has been associated with State Employees' Credit Union since 2006 and holds a position as a Financial Advisory Services Specialist there. Moore also serves as an agent for SECU Life Insurance Company and as a trust representative for Members Trust Company. Credit Union Investment Services serves individual investors and a smaller number of trust clients in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm primarily recommends low-cost, index-based mutual funds and ETFs alongside fixed-income products, with clients retaining final decision authority.

Kayla Smith is a financial advisor at Credit Union Investment Services with six years of industry experience. She holds the Series 63 and Series 65 licenses and has worked in various roles within SECU-related entities since 2009. Outside of financial services, she also works in customer service for Crate and Barrel. Credit Union Investment Services serves individual and trust clients in North Carolina with a non-discretionary investment approach, focusing on low-cost mutual funds, ETFs, and fixed-income products alongside retirement and financial planning. The firm’s advisers are salaried employees of the parent credit union and provide recommendations while clients retain final decision authority.

Zachary Pittman is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with Members Trust Company since 2016 and has been affiliated with Credit Union Investment Services, SeCU Life Insurance Company, SeCU Brokerage Services, and State Employees' Credit Union since 2012 or 2014. Pittman serves as a financial advisory services specialist with State Employees' Credit Union and also acts as an agent for SeCU Life Insurance Company. 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 emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with advisors as salaried employees of the parent credit union.

Jacob Hardy is a financial advisor at Credit Union Investment Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with organizations including State Employees' Credit Union, SECU Life Insurance Company, and Members Trust Company. Hardy also serves as a Financial Advisory Services District Manager at State Employees' Credit Union. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes a goals-based, long-term planning approach using primarily low-cost, index-based mutual funds and ETFs, with salaried representatives who do not exercise trading discretion over client accounts.

Destaney Jones is a financial advisor at Credit Union Investment Services with one year of industry experience. Jones holds the Series 66 designation and has previously worked at Thermo Fisher Scientific, Winston Salem/Forsyth County Schools, and Winston Salem State University. Outside of advisory work, Jones serves as a life insurance agent with SECU Life Insurance Company and as a Financial Advisory Services Specialist at State Employees’ Credit Union. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with salaried adviser representatives employed by the parent credit union.

Walter Hart is a financial advisor with Credit Union Investment Services in Brevard, NC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with Members Trust Company, Secu Life Insurance Company, Secu Brokerage Services, and State Employees’ Credit Union. Outside of his advisory roles, he has income from musical performances. Credit Union Investment Services serves primarily individual investors and some trust clients in North Carolina, providing 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 final authority over their investment decisions.

Andrew Johnson is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is currently with Credit Union Investment Services and holds roles at affiliated entities including SECU Life Insurance Company and State Employees' Credit Union. His prior experience includes positions at Northwestern Mutual and Provision Wealth Management. Outside of his advisory work, he owns a small rental property business. 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 emphasizes low-cost, index-based mutual funds and ETFs combined with a long-term, goals-based planning approach.