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Investing | Planning | Retirement

Investing Planning Retirement

Meet Your Member Advisor

Everything we do at Rivermark Community Credit Union is guided by our commitment to our members' needs and interests. Your financial well-being is our top priority, and we are excited to have partnered with Human Investing as our wealth management partner!

Locally owned and operated since 2004, Human Investing’s team of credentialed, knowledgeable, and experienced financial advising professionals share Rivermark’s commitment to our members’ financial well-being and security.

One of the key aspects of Human Investing, led by a team of experienced Member Service Associates and Certified Financial Planners (CFP®), is their fiduciary duty. Financial advisors don’t receive selling commissions and must follow the federally-mandated fiduciary standard – a critical status that requires advisors to act exclusively in the best interests of their clients when offering personalized financial advice. In other words, Human Investing will provide Rivermark members with the highest level of care under the fiduciary standard.

Whether you are planning to save for your children's education, a down payment on a home, rolling over your 401(k), or considering retirement, you now have access to a team of experienced financial experts that are ready to help you!

Turn Your Dreams Into Reality and Get Started Today

The best part is there are NO account minimums!

 

Choose the option that is best for you:

  • Check It Out – I'm not quite sure what to think of this yet, but I definitely need to know more about Human Investing!
  • Get Me On The Calendar – I'm certainly curious and want to talk with a Human before I move forward.
Check It Out Get Me On The Calendar

Your Dedicated Human Investing Team

WILL KELLER, CFP®
Member Advisor

[email protected]

AMBER JONES, CPA
Director of Credit Union Advisory Services & Member Advisor
[email protected]

RACHELLE LOCEY
Member Service Associate

[email protected]

What Are Your Financial Goals?

Retirement

"I'm planning for life after work"

Financial Planning

"I want a plan that works for my family."

Investments

"I just want to build my wealth over time."


Education Planning

"I'm saving for a child's education"

Major Purchases

"I'm saving for a wedding or house."

Safety Net

"I want to build an emergency fund."

I'm Ready! Where Do I Start?

Get Me On The Calendar

Rivermark Swoosh

The investment products offered through Human Investing are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Rivermark Community Credit Union is not a registered broker/dealer and is independent of Human Investing, LLC.