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Financial Services at FMFCU
Jacqueline has enjoyed helping people pursue their financial goals for nearly four years. Her financial philosophy is based on the six key areas of financial planning: Analyze Current Situation, Taxes, Retirement, Protection Planning, Investments, and Estate Planning. Jacqueline will help you manage your finances throughout all the stages of life, from just starting out, to building wealth, and to leaving a legacy. She firmly believes in building a customized plan that is flexible and responsive to your individual situation and that gets you to your goals. Financial education is also a strong component of her practice.
Eric has over 28 years of business experience working with small start-ups and Fortune 500 companies. Eric is a seasoned leader who uses his knowledge of the financial markets combined with the technological and intellectual power of Financial Services at FMFCU and LPL to help clients make knowledgeable financial decisions, investment strategies and future financial plans.
Tom has been a financial professional for over 16 years who takes genuine pride in educating his clients about how they can make informed decisions about their financial future. Tom feels it is important for his clients to have a financial plan that has built into it adequate protection from the factors that can erode their wealth such as inflation, high taxes, market risk, accidents, disability, death, creditor claims and lawsuits.
Tom helps his clients enhance their understanding of all of the financial products they own such as investments, 401k plans, individual retirement plans, life, disability, and health insurance, and employee benefits. Tom, then, educates his clients on how to coordinate all of their products into a cohesive strategy to build long term wealth not only to have for today, but to enjoy during your life and preserve for future generations.
Ryan has been in the financial services industry his entire professional career. Ryan chose to do his undergraduate studies locally at Widener University in Chester, PA. At Widener, Ryan was on the board for an investment portfolio and made investment decisions.
*Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Franklin Mint Federal Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.
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