RBFCU Investments Group Financial Advisors Earn Ameriprise Awards
The recognition honors top performance and the highest level of service commitment to clients and credit union members.
LIVE OAK, Texas (May 13, 2025) – RBFCU Investments Group, a financial advisory practice of Ameriprise Financial Services, LLC, was delighted to learn that many of their financial advisors were recently honored with three prestigious awards: Ameriprise Circle of Success, the Ameriprise Client Experience Award and the Ameriprise Ultimate Digital Excellence Award.
Based in the San Antonio-area community of Live Oak, the investment program comprises 31 total staff members, including 20 financial advisors. Together, they help clients manage over $1.2 billion in combined brokerage assets.*
Individual RBFCU Investments Group financial advisors David Matthews, CFP®, Karen Reinertson, CRPC®, Eric Sheppard and Jeff Woodcock, CFP®, BFA™ received recognition as four of the top performers nationwide via Ameriprise Financial’s Circle of Success for 2024. This award is given by Ameriprise Financial to their top-performing financial advisors, recognizing those who consistently demonstrate exceptional commitment to financial planning and outstanding client service, essentially placing them within a select group of high-achieving financial advisors within the company.
“This year, we’re thrilled to increase the number of financial advisors who entered the exclusive Circle of Success,” said James Herring, Vice President-Credit Union Service Organization (CUSO) Operations. “Karen and David qualified for the Circle of Success in 2023. Not only did they both qualify again for 2024, but also Eric and Jeff have joined them in achieving this recognition. This distinction is reserved for Ameriprise’s top financial advisors, people who dedicate every day to putting our clients first. This accomplishment speaks highly of these financial advisors, but it also reflects well on our entire team.”
In addition, 11 of RBFCU Investments Group’s financial advisors and their dedicated sales assistants qualified for the Ameriprise Client Experience Award for 2024. This award recognizes financial advisors and their support staff who, together, provide outstanding service as part of their commitment to making a difference in the lives of their clients and credit union members.
2024 recipients include:
- Jeff Woodcock, CFP®, BFA™ and Liz Czerwien
- Brian Wasson, CRC® and Athena Bryant-Wood
- Katya Thompson-Cantu, CRPC®, Tanya Chugh and Melissa Garbett
- David Stanley, CRPC® and Tristen Jenkins
- Eric Sheppard, Tanya Chugh and Bryan Drayton
- John Rodriguez, CRPC® and Bryan Drayton
- David Kunold, AIF® and Melissa Garbett
- Caleb Johnson and Liz Czerwien
- Travis Hughes and Tristen Jenkins
- Bryan Grove, CFP®, CFS®, APMA™ and Athena Bryant-Wood
- Douglas Bock, AAMS®, Tanya Chugh and Bryan Drayton
Terence F. Powell, Jr., AIF®, Investment Program Manager, emphasized that teamwork is key to their success. “This is not something that is done alone. Our financial advisors earn the business and manage the investment clients, while our talented sales assistants and investment coordinators support their colleagues and our members alike. In addition, our marketing and branch partnerships connect us with members in ways that help us create and deepen relationships. I am thankful to everyone who put forth the effort to help us advance our objectives and serve our members.”
Also recognized were nine of RBFCU Investments Group’s financial advisors and sales assistants who earned the Ameriprise Ultimate Digital Excellence Award for 2024. This award recognizes those who excel at delivering a best-in-class digital experience.
2024 recipients include:
- Jeff Woodcock, CFP®, BFA™ and Liz Czerwien
- Katya Thompson-Cantu, CRPC®, Tanya Chugh and Melissa Garbett
- David Stanley, CRPC® and Tristen Jenkins
- Eric Sheppard, Tanya Chugh and Bryan Drayton
- David Matthews, CFP® and Liz Czerwien
- David Kunold, AIF® and Melissa Garbett
- Caleb Johnson and Liz Czerwien
- Deric Eldridge and Athena Bryant-Wood
- Douglas Bock, AAMS®, Tanya Chugh and Bryan Drayton
“Each of these honorees should be proud of their diligent efforts that led to this stellar representation of RBFCU Investments Group across the three awards. We’re proud of how highly their work reflects on our entire team,” said Powell.
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 20 financial advisors, who help clients manage over $1.2 billion in combined brokerage assets. RBFCU Investments Group serves more than 7,000 clients at 62 branch locations throughout Texas.
Media Contact
Victoria Young, Marketing Communication Senior Specialist
vyoung@rbfcu.org
*"RBFCU Financial & Management Report." RBFCU Investments Group LLC Balance Sheet as of March 31, 2025.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S.
Ameriprise Financial and the financial institution are not affiliated.
RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.
The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.
The Ameriprise Ultimate Digital Excellence Award is an internal award for advisors based on data compiled within the award calendar year. Recipient advisors must meet award thresholds for using digital applications and eSignatures which may change year to year. Advisors may additionally name up to four individuals who were instrumental in achieving the required metrics.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
