By Community First Financial AdvisorsHere are some tips for cutting costs on your next family vacation.
By Community First Financial AdvisorsIt's difficult to reach a destination unless you know where you are heading.
By Community First Financial AdvisorsIt's important to consider how the funds might be used to strengthen your financial position now and over the long term.
Program Manager & Financial Advisor Serving Appleton & Neenah For more than 20 years, Jeff has been assisting members with their investment and retirement income planning needs. Serving as Program Manager & Financial Advisor, Jeff believes every member can greatly benefit by building a relationship with a trusted advisor. Jeff is here to assist you with your financial questions while helping plan for your unique financial future.
Financial Advisor
Serving Appleton & Darboy
Emilie has over 10 years of industry experience, where she strives to build lifelong relationships with the members she serves. Through a planning based approach, she will identify your goals and dreams and develop a personalized investment strategy to help you reach them.
Serving Greater Green Bay & the Lakeshore
Born and raised on Washington Island, Kyle relocated to Green Bay after receiving his business and psychology degrees from UWGB in 2005. Now with 20 years of experience in financial services, Kyle combines his knowledge and passion to help make a difference in our members’ lives while planning for their future.
Serving Appleton & Kimberly
Mitch relocated back to the Appleton area after 8 years in the Pacific Northwest working in foundation fundraising and partnerships. As a longtime member of Community First Credit Union, Mitch is happy to be working at an organization he strongly supports and serving within the community he loves. Mitch’s approach to working with members is to educate and empower, helping them make informed decisions about their finances, achieving financial freedom and peace of mind. He takes pride in providing personalized service and building long-term relationships based on trust, integrity, and transparency.
Serving Neenah & Menasha
With over 25 years of member facing experience, Adam builds trusted, lasting relationships rooted in understanding. For the past five years, he has focused on financial planning, guiding individuals, families, and business owners through retirement and wealth strategies. Adam aims to form lifelong partnerships grounded in integrity and care, creating personalized plans that align financial goals with life purpose.
You will first sign up for Account View using the email address, phone number, last four of your social security number and zip code as they appear on your account with CFFA. Then, you’ll have the opportunity to create a username and password for future logins. While all of your accounts will have transitioned and remain part of your portfolio, some may take longer to appear within Account View. Please contact us with any questions. If you have accounts and receive statements directly from companies like American Funds, Lincoln Financial, Pacific Life, Fidelity Advisors to name a few; there is no change to access directly through the investment company website.
Check the background of your financial professional with FINRA's BrokerCheck. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Community First Credit Union and Community First Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community First Financial Advisors, and may also be employees of Community First Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community First Credit Union or Community First Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
Community First Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Visit LPL Financial for more information. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Community First Financial Advisors is not registered as a broker-dealer or investment advisor. LPL Financial Form CRS