RBFCU Investments Group Adds Three Financial Advisors to the Team
Douglas Bock, AAMS®, Travis Hughes and David Kunold are latest additions to growing investment program
LIVE OAK, Texas (July 18, 2022) — RBFCU Investments Group, a financial advisory practice of Ameriprise Financial Services, LLC, recently welcomed Douglas Bock, AAMS®, Travis Hughes and David Kunold to the growing investment program.
Headquartered in Live Oak, Texas, RBFCU Investments Group comprises 14 financial advisors, who help clients manage approximately $700 million in combined brokerage assets.
Douglas Bock, AAMS® now serves RBFCU branches throughout the San Antonio region. Bock holds a bachelor’s degree in business from Texas A&M University at College Station. He has 6 years of experience in the financial services industry and earned an AAMS® (Accredited Asset Management Specialist) certification in 2020.
“I’ve been an RBFCU member since I was a teenager, and the credit union's philosophy of ‘people helping people’ is one of the primary reasons I was interested in this opportunity,” Bock said. “As I looked closer at the job, however, I was even more impressed. Our role as financial advisors is further enhanced by the tools, resources and products that Ameriprise Financial brings to the RBFCU Investments Group.”
Travis Hughes now serves RBFCU branches throughout the San Antonio and Corpus Christi regions. Hughes started with the investment program as a registered sales assistant and was quickly promoted to financial advisor. He holds a bachelor’s degree in finance from University of Texas at San Antonio.
Discussing his promotion, Hughes said, “During my time as a sales assistant, I became very familiar with our client base and developed an understanding of what’s really important to them, as credit union members. Now, I’m able to use that knowledge to develop meaningful relationships with each of my clients.”
David Kunold now serves RBFCU branches throughout the San Antonio region. Kunold has two decades of experience providing financial services and investment advice.
“I was drawn to the way that RBFCU focuses on its members and aspires to do the right thing by them rather than focus on profits,” Kunold said. “It is so motivating being able to work with people, helping with their financial goals.”
These financial advisors are now part of a robust financial program that gives RBFCU members access to a full range of leading services and solutions including:
- Personalized advice and financial planning solutions that are tailored to their individual needs.
- Robust investment solutions to help them achieve their financial goals.
- Digital capabilities that allow members to connect with their financial advisors where and how they want – face-to-face, online, video or phone meetings.
“We are thrilled to add to our already esteemed roster of financial advisors,” RBFCU Services Vice President James Herring said. “The addition of these individuals to our investment program speaks to the sort of high-caliber individual we look for to truly put the needs of our members first.”
About RBFCU Investments Group
Established in 2001, RBFCU Investments Group is a full-service financial advisory program dedicated to helping people achieve their financial goals. The investment program comprises 14 financial advisors, who help clients manage approximately $700 million in combined brokerage assets. RBFCU Investments Group serves more than 8,500 clients at 62 branch locations throughout Texas.
Salvador Guerrero, Assistant Vice President-Communications
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.com/sec-disclosure.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial and the financial institution are not affiliated.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.