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Investment Information

The CEFCU Investment Services program is offered through CUNA Brokerage Services Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit

No matter where you are in saving for the future, count on our team. We can help you set up a well-rounded investment plan or make sure you’re on the right path.

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Portfolio Planning

Starting your first job? It’s never too early to set financial goals and plan for retirement. We’ll work with you to set up your goals then:

Like to invest? We can help make sure you have the right balance of stocks, bonds, and investments.

Contact Us About Portfolio Planning

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Asset Management

Facing a life change? Let us help with a plan that balances risks and rewards by:

Contact Us About Asset Management

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Tax-Advantage Investing

Need to know more about taxes and investments? Retirement investments do have tax benefits. It’s never too early to:

Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, please consult your attorney.

Contact Us About Potential Tax Advantages

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Mutual Funds*

Close to retirement? Let's talk about Mutual Funds. With Mutual Funds, you:

  • Pool money with other investors.
  • Choose from conservative to aggressive options.
  • Select a style that fits your investment strategy.

Contact Us About Mutual Funds

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Depending on where you are in your retirement timeline, you may choose:

Contact Us About Annuities

*Mutual Funds and variable annuities are sold by prospectus only. Contact your financial professional to obtain a prospectus before purchasing any Variable Annuity or Mutual Fund products. Read the prospectus carefully before investing.


Benefit from our more than 140 years of combined financial experience.

Check the background of an investment professional at FINRA's BrokerCheck.

Joni J Hootman
CRPC®, Financial Advisor
Canton, Pekin, Peoria Airport, Sheridan Village

Email Joni

Chris L Jackson
Financial Advisor
Chillicothe, Eureka, Germantown, Grand Prairie, Northpoint, Washington

Email Chris

Andrew T Felix
Financial Advisor
East Peoria, Lincoln, Morton

Email Andrew

Saul Juarez
Financial Advisor
San Jose & Virtual Meetings

Email Saul

Carl R Gomez
Financial Advisor
Downtown Peoria, Peoria Airport, Sheridan Village

Email Carl

Leah Farraher
Financial Advisor
 Decatur, Springfield,

Virtual Meetings
Email Leah

Roger Phillis
Financial Advisor
Bloomington & Normal

Email Roger

Darrell Quast
Financial Advisor
Canton & Pekin

Email Darrell

Adam Personett
Financial Advisor
Eureka, Germantown Hills, & Washington

Email Adam


Contact us online or by phone.


Email our experienced professionals.

Schedule Appointment

Contact us to request a personal meeting with one of our reps.

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CUNA Brokerage

Access and review your investments online.


Along with our experienced professionals, these resources can help you plan.

Workshops, Tutorials, & Seminars


Use our calculators to see:

Find more calculators.


*CEFCU Investment Services is a marketing name used by CEFCU. CEFCU Investment Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.