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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SAN ANTONIO

an image of Pete Berridge wearing a suit and tie
an image ofJohn Rodriguez wearing a black suite and black tie
Joel Burkhart
An image of Trisha Horn
an image of Zulema Martinez wearing a black jacket and a white shirt
an image of Karen Reinerston with a black and blue checkered shirt
an image of Katya Thompson Cantu wearing a blue jacket
an image of Jeff Woodcock

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AUSTIN

an image of Troy Engleke
picture of eric sheppard

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DALLAS

an image of Troy Engleke

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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-2022545.1-0218-0320