Kalamazoo, MICH — Consumers Credit Union is pleased to announce the addition of Amy Jones as a CFS* investment services representative, as well as Melissa Marietti-Evans and Joe VanBrocklin as business development managers in the Lakeshore and Grand Rapids markets respectively.
Throughout her professional career, Amy Jones has worked in various capacities and across many industries. It’s those experiences that have helped her to understand the many different situations our members face every day.
As part of her role as a CFS* investment services representative, Jones will provide financial guidance to Consumers members, including pre- and post-retirement planning, asset accumulation strategies, college funding planning and more.
“I truly enjoy helping people understand the sometimes-confusing aspects of their financial life,” explained Jones.
Melissa Marietti-Evans joins Consumers as a business development manager to help local businesses achieve their goals by acting as a financial partner for entrepreneurs within the Lakeshore market.
Throughout her professional career, Marietti-Evans has gained more than 20 years of experience as a commercial lender in the Muskegon and Kent areas, experience that has helped her hone an acute understanding of the markets’ unique elements.
“When business owners and entrepreneurs need an ally, I’m always happy to assist,” explained Marietti-Evans. “From helping them develop new professional relationships or discover new opportunities, I’m ready to put my experience to work for their benefit.”
As a business development manager with Consumers in the Grand Rapids area, Joe VanBrocklin will assist members by providing them with capital solutions, sound advice and responsive service.
During his 20 years of experience in the financial industry, including 14 years assisting entrepreneurs as a business adviser, VanBrocklin has helped numerous business owners on their path to success.
“It’s my mission to take the time to find the best solutions for business owners I work with,” said Joe. “Even if I cannot directly help them, together we figure out the best path forward.”
Note: Investors should consider the investment objectives, risks, charges and expenses associated with 529 plans carefully before investing. More information about 529 plans is available in the issuer’s official statement, which should be read carefully before investing. Also, before investing, consider whether your state offers a 529 plan that provides residents with favorable state tax benefits. As with other investments, there are generally fees and expenses associated with participation in a 529 savings plan. There is also the risk that the investments may lose money or not perform well enough to cover college costs as anticipated.
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. Consumers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Headquartered in Kalamazoo, Michigan, Consumers Credit Union is a full-service financial institution and a leader in digital banking technology, mortgages and business lending. Consumers has more than $1.6 billion in assets and has averaged 18 percent annual growth for more than 35 years. Locally owned since 1951, Consumers serves more than 117,000 individuals and businesses through 23 offices located in Kalamazoo, Battle Creek, Grand Rapids, Coldwater, Holland, and South Haven, with member access to 30,000 free CO-OP Network ATMs nationwide. For details, visit www.consumerscu.org. Editors, please refer to Consumers Credit Union in short as Consumers, rather than CCU. Thank you!