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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 an investment professional at FINRA's BrokerCheck.

Investment Professionals

Leah Farraher
Financial Advisor
Decatur, Springfield,
Virtual Meetings

309.633.7358
Email Leah

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

309.633.7479
Email Andrew

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

309.633.7526
Email Carl

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

309.633.7780
Email Joni

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

309.633.7884
Email Chris

Saul Juarez
Financial Advisor
San Jose & Virtual Meetings

408.545.1571
Email Saul

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

309.633.7730
Email Adam

Roger Phillis
Financial Advisor
Bloomington & Normal
Virtual Meetings

309.633.7926
Email Roger

Darrell Quast
Financial Advisor
Canton & Pekin
Virtual Meetings

309.633.7635
Email Darrell

Member Service Assistants

Laurie Hild Photo

Laurie Hild
Financial Sales Assistant
309.633.7206
Email Laurie

Kristyl Johnson Photo

Kristyl Johnson
Financial Sales Assistant
309.633.7203
Email Kristyl

Joleen Parsons Photo

Joleen Parsons
Financial Sales Assistant
309.633.7207
Email Joleen

FR-3424349.1-0121-0223
CEFCU Investment Services & Wealth Management 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. Trust services available through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. 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.