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Diamond Financial Planning
Adam Hartzell (left), financial advisor; Benn Smith (center), financial advisor; and Stephen Clark (right), financial consultant, all representatives of Diamond Financial Planning, a division of Diamond CU, Pottstown, Pa., were ranked in the top 10% for financial institutions with up to $650 million in deposits for the 2nd quarter of 2016, as reported by LPL Financial.
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Mike DeFazio
Redwood CU, Santa Rosa, Calif., said Mike DeFazio, CFS Financial Advisor, earned the 2015 Gold Pacesetter Award at the CFS/SPF “No Boundaries!” 2016 Annual Conference, held in San Diego.
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Christine Foster
Redwood CU, Santa Rosa, Calif., said Christine Foster, CFS Financial Advisor, earned the Silver Pacesetter Award, at the CFS/SPF “No Boundaries!” 2016 Annual Conference, held in San Diego.
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Clark Matthiessen
Redwood CU, Santa Rosa, Calif., said Clark Matthiessen, CFS Financial Advisor, earned the Silver Pacesetter Award, at the CFS/SPF “No Boundaries!” 2016 Annual Conference, held in San Diego.
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Steven Kerston
Redwood CU, Santa Rosa, Calif., said Steven Kerston, CFS Financial Representative, earned the Bronze Pacesetter Award at the CFS/SPF “No Boundaries!” 2016 Annual Conference, held in San Diego.
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Ashley Kohlrus
Ashley Kohlrus, chief operations officer for Allegacy FCU, Winston-Salem, N.C., was honored with one of Winston-Salem Chamber’s 2016 Winston<40 Leadership Awards.
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Ron Frey
CU Direct has appointed Ron Frey chief strategy officer-automotive solutions.
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Sarah Jaeger
Ideal CU, Woodbury, Minn., promoted Sarah Jaeger to branch manager of the new Stillwater office, which will open in late 2016.
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Mark Levesque
Jeanne D’Arc CU, Lowell, Mass., named Mark Levesque as AVP of technology operations.
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Laura Carrion
United FCU, St. Joseph, Mich., appointed Laura Carrion as manager at the Hacienda Plaza branch in Sparks, Nev.
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Josh Whisenhunt
Oregon State CU, Corvallis, Ore., promoted Josh Whisenhunt to director of business services.
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Kim Carson
Oregon State CU, Corvallis, Ore., promoted Kim Carson to assistant manager of business services.
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Gene Novello
Teachers CU, South Bend, Ind., promoted Gene Novello to EVP and chief operating officer.
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Beth Schaller
SPIRE CU, Falcon Heights, Minn., named Beth Schaller as the Woodbury branch manager.
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