Executive Financial Advisor
Branches: Centennial, Englewood, Smoky Hill
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Wayne has served the insurance and financial services community for over 35 years. He currently holds his Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP®) and Life Underwriter Training Council Fellow (LUTCF) designations. Prior to joining CFS* at Bellco Credit Union, he was a Partner with New York Life. Previous to that he was an Agency Sales Director at MetLife in Colorado. He is licensed to conduct securities business with Colorado residents, as well as residents of the following states: AZ, CA, CO, GA, MI, MO, MT, NE, NM, TX, VA, and WY. He is registered as a General Securities Representative through CFS*.
Wayne focuses on working with members to identify their goals and objectives, propensity for risk, investment philosophy and time horizons. He teaches and educates members in the areas of retirement planning, 401k rollovers, college funding, estate planning, insurance protection and portfolio analysis.
Wayne lives with his wife Guida in Highlands Ranch, Colorado. They have four grown sons, Wayne III, Eric, Greg, Mike and three grand-daughters, Ava and Kadence and Ellie. His hobbies are fishing, golf and travel.
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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA /SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union customers.