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Investing | Planning | Retirement

Investing Planning Retirement

Meet Your Member Advisor

Everything we do at Rivermark 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!

Who’s Human Investing?

Locally owned and operated since 2004, Human Investing’s team of credentialed, knowledgeable, and experienced Member Service Associates and Certified Financial Planners (CFP®) share Rivermark’s commitment to our members’ financial well-being and security.

One of the key aspects of Human Investing 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.

What’s Financial Planning?

A financial plan integrates all aspects of your financial life (investments, savings, taxes, etc.) into a blueprint that shows you how to reach your goals. 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. To learn more about Human Investing and their process, please visit humainvesting.org.

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

Investment Advisory Services are offered through HUMAN INVESTING, in association with RIVERMARK COMMUNITY CREDIT UNION. The investment services and products are NOT FEDERALLY INSURED, NOT OBLIGATIONS OF, AND NOT GUARANTEED BY THE CREDIT UNION OR ANY AFFILIATED ENTITY, AND SUBJECT TO NORMAL INVESTMENT RISKS, INCLUDING THE POSSIBLE LOSS OF PRINCIPAL.