Financial Advisors

Meet your investment professionals

Our RBFCU Investments Group financial advisors provide the experience, knowledge and dedication you expect when it comes to managing your investments.

Check the background of these investment professionals on FINRA’s BrokerCheck.

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Pete Berridge
John Rodriguez
David Stanley
Joel Burkhart
Trisha Horn
Zulema Martinez
Karen Reinerston
Shelly Rolf
Katya Thompson Cantu
Jeff Woodcock

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Jacob Sampson
Eric Sheppard

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Rob Watson

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RBFCU Investments Group LLC is a wholly-owned subsidiary of RBFCU Services LLC. RBFCU Services LLC is affiliated with Randolph-Brooks Federal Credit Union (RBFCU).

RBFCU Investments Group Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. 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. FR-2599084.1-0619-0721