Brian E. Teegardin, AAMS®

I'm a registered Financial Advisor dedicated to providing sound, objective and informed investment advice and guidance to individuals and small business owners. I help people achieve their financial goals by understanding their individual needs & implementing custom-tailored solutions. My goal is to help my clients increase their wealth, preserve their wealth & not outlive their wealth. My top priority is to understand what is most important to YOU, and using an established process I will develop personalized strategies to help you achieve your goals, and I will continue to partner with you to help make sure you always stay on track. I can't guarantee what the markets are going to do, but I CAN guarantee I will work my very hardest to help ensure your money is working hard for you! Specialties: - Personal Investment Strategies - Retirement Plans - College Savings Accounts - Life Insurance - Long Term Care Ins. - Annuities - Estate Considerations - Wealth Transfer - Investor Education - Tax-Advantaged Investments Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. This representative is licensed to sell securities in the following states: WA, OR, CA.