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Jeff Garrett named Program Manager with Community First Financial Advisors investment team

Date:

Jeff D. Garrett, a financial services professional with over 20 years of investment and client management experience, has joined Community First Financial Advisors (CFFA) as Program Manager and registered Financial Advisor serving members of Community First Credit Union through CUSO Financial Services, LP (CFS).*

As a Financial Advisor, Jeff will continue to serve members while also serving as the Program Manager, where he will oversee the CFFA team of six financial advisors who provide comprehensive financial planning, IRA solutions, 401(k) rollover options and retirement income planning to member-owners of Community First Credit Union. He will report to April Zuberbier, Senior Vice President Investments & Insurance Services.

An Idaho native, Jeff discovered his passion as a financial advisor after initially earning a Landscape Architecture Degree (Utah State University) and working for the National Park Service. Since July 1999, he has served as a financial advisor, including four years (2008-2012) when he built and managed a $58 million book of business as an advisor with Community First. For the past 10 years, he has been the Program Manager/Financial Advisor with Prospera Credit Union.

Jeff and his wife, Carol, live in Appleton and have three daughters.

 Community First Credit Union is a member-owned financial cooperative with over $5.2 billion in assets and 25 full-service branches. CFCU’s 579 employees deliver financial, investment and insurance services to more than 151,000 member-owners throughout Northeastern Wisconsin.

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