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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
Financial Sales Assistant
309.633.7206
Email Laurie
Kristyl Johnson
Financial Sales Assistant
309.633.7203
Email Kristyl
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.