Meet The Team

Let's get to know each other.

SVP, Director Wealth Management and Financial Planning

Financial Planning and Investments Manager

Associate Financial Advisor

VP, Senior Financial Advisor

Senior Financial Advisor

VP, Senior Financial Advisor

VP, Senior Financial Advisor

Operations Associate

Operations Manager

VP, Senior Financial Advisor

Let's plan your future, together.

Welcome to NCU Investment Solutions! As of 9/1, Navigant Credit Union expands Wealth Management services through the integration of Randall Financial Group, LLC.