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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

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
Chillicothe, Grand Prairie, & Northpoint
Virtual Meetings

309.633.7858
Email Hank

Service Assistants

Laurie Hild Photo

Laurie Hild
LPL Registered Sales Assistant
309.633.7206
Email Laurie

Joleen Parsons Photo

Joleen Parsons
LPL Registered Sales Assistant
309.633.7207
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 Goverment Agency
  • Not Credit Union
    Guaranteed
  • Not Credit Union
    Deposits or Obligations
  • May Lose
    Value

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.