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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,

Email Joshua

Leah Farraher
LPL Financial Advisor
Decatur, Springfield,
Virtual Meetings

Email Leah

Andrew T Felix
LPL Financial Advisor
East Peoria, Lincoln, Morton
Virtual Meetings

Email Andrew

Carl R Gomez
LPL Financial Advisor
Downtown Peoria, Peoria Airport, Sheridan Village
Virtual Meetings

Email Carl

Chris L Jackson
LPL Financial Advisor
Chillicothe, Grand Prairie, Northpoint
Virtual Meetings

Email Chris

Saul Juarez
LPL Financial Advisor
San Jose & Virtual Meetings

Email Saul

Adam Personett
LPL Financial Advisor
Eureka, Germantown Hills, & Washington
Virtual Meetings

Email Adam

Roger Phillis
LPL Financial Advisor
Bloomington & Normal
Virtual Meetings

Email Roger

Hank Skaggs
LPL Financial Advisor
Canton & Pekin

Email Hank

Service Assistants

Laurie Hild Photo

Laurie Hild
LPL Registered Sales Assistant
Email Laurie

Joleen Parsons Photo

Joleen Parsons
LPL Registered Sales Assistant
Email Joleen

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
  • Not Credit Union
    Deposits or Obligations
  • May Lose

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 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.