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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

Email Leah

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

Email Andrew

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

Email Carl

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

Email Joni

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

Email Chris

Saul Juarez
Financial Advisor
San Jose & Virtual Meetings

Email Saul

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

Email Adam

Roger Phillis
Financial Advisor
Bloomington & Normal
Virtual Meetings

Email Roger

Darrell Quast
Financial Advisor
Canton & Pekin
Virtual Meetings

Email Darrell

Hank Skaggs
Financial Advisor
Chillicothe, Grand Prairie, & Northpoint
Virtual Meetings

Email Hank

Member Service Assistants

Laurie Hild Photo

Laurie Hild
Financial Sales Assistant
Email Laurie

Kristyl Johnson Photo

Kristyl Johnson
Financial Sales Assistant
Email Kristyl

Joleen Parsons Photo

Joleen Parsons
Financial Sales Assistant
Email Joleen

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.