Meet Your Financial Advisors

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

Check the background of these financial advisors on FINRA’s BrokerCheck.


Find a financial advisor by location:
San Antonio | Austin | Corpus Christi | Dallas-Fort Worth | Virtual Advisory Center

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise but has a revenue sharing relationship with us that creates a conflict of interest. Details on how we work together can be found on

Ameriprise Financial is not affiliated with the financial institution.

RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® certification mark (with plaque design) logo in the U.S.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.