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Meet the CEFCU Investment Services Team
With a personal approach you can count on, together we can build a better financial future.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Investment Professionals
Joshua Atkins
LPL Financial Advisor
Chillicothe, Grand Prairie,
Northpoint
309.633.7635
Email Joshua
Leah Farraher
LPL Financial Advisor
Decatur, Springfield,
Virtual Meetings
309.633.7358
Email Leah
Andrew T Felix
LPL Financial Advisor
East Peoria, Lincoln, Morton
Virtual Meetings
309.633.7479
Email Andrew
Carl R Gomez
LPL Financial Advisor
Downtown Peoria, Peoria Airport, Sheridan Village
Virtual Meetings
309.633.7526
Email Carl
Chris L Jackson
LPL Financial Advisor
Chillicothe, Grand Prairie, Northpoint
Virtual Meetings
309.633.7884
Email Chris
Saul Juarez
LPL Financial Advisor
San Jose & Virtual Meetings
408.545.1571
Email Saul
Adam Personett
LPL Financial Advisor
Eureka, Germantown Hills, & Washington
Virtual Meetings
309.633.7730
Email Adam
Roger Phillis
LPL Financial Advisor
Bloomington & Normal
Virtual Meetings
309.633.7926
Email Roger
Hank Skaggs
LPL Financial Advisor
Canton & Pekin
309.633.7858
Email Hank
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. CEFCU and CEFCU Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CEFCU Financial Services, and may also be employees of CEFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CEFCU or CEFCU Financial Services. Securities and insurance offered through LPL or its affiliates are:
- Not Insured by NCUA or Any
other Government Agency - Not Credit Union
Guaranteed - Not Credit Union
Deposits or Obligations - May Lose
Value
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.