Two Financial Advisors Join RBFCU Investments Group
Caleb Johnson and David Matthews, CFP® are latest additions to growing investment program
LIVE OAK, Texas (Nov. 3, 2021) — Caleb Johnson and David Matthews, CFP® have joined RBFCU Investments Group, a financial advisory practice of Ameriprise Financial Services, LLC.
Headquartered in Live Oak, Texas, the investment program comprises 14 financial advisors and approximately $850 million in combined brokerage assets.
Caleb Johnson now serves RBFCU branches throughout the Austin area. Johnson, who holds a bachelor’s in finance and accounting from the University of Mary Hardin-Baylor, has 5 years of experience providing financial services and advice.
“He’s really a natural fit,” RBFCU Investments Group Program Manager James Herring said. “It’s obvious in talking with Caleb that his focus is on his clients, which is reflective of the credit union's philosophy of ‘people helping people.’ He only wants what is best for them and will take time to understand the client’s entire situation so he can recommend the best course of action.”
David Matthews, CFP® now serves RBFCU branches throughout the Texas Hill Country region. Matthews holds both a bachelor’s from Trinity University and an M.B.A. from St. Edward’s University. He has 18 years of experience in the financial services industry and earned a Certified Financial Planner™ certification in 2017.
“David has been part of the financial program previously, and he was drawn back to RBFCU for its strong sense of community. He was an asset to the team then, and an even greater one now. David has always helped his clients become more knowledgeable so that they have the tools and resources needed to take action steps toward their investment objectives,” Herring said. “We are fortunate to have him back.”
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 and approximately $850 million in combined brokerage assets. RBFCU Investments Group serves more than 8,500 clients at 61 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.
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.
Ameriprise Financial and the financial institution are not affiliated.