Investments and Retirement

Seattle Credit Union has partnered with Member Wealth Management to offer investment services to our members.

When it comes to planning for your future and dealing with everything from college planning, retirement planning or even estate strategies, it can help to have someone who’s experienced and knowledgeable to assist you along the way. Member Wealth Management can work closely with members to provide them with strategies that help with their unique situations.

 

Member Wealth Management Services Include: 

 

  • Retirement and Income Strategies
  • Investment Analysis and Portfolio Allocation  
  • Wealth Transfer and Estate Planning Strategies

Investment Services Include: 

  • Mutual Funds
  • Fixed and Variable Annuities
  • Traditional and Roth IRAs
  • 529 Plans (College Savings Plans)
  • Securities Brokerage Services
  • 401 (k) and Other Retirement Plans

Insurance Services Include: 

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance

 

Start your future, today!

Meet The Team

 

Craig Armstrong

Craig Armstrong
Financial Advisor

What drives him while working with clients is the effect on his family with the loss of his father to lung cancer in 2009. He promises to work with you to help you reach your financial goals while addressing any risks that may derail those plans. His expertise helps you uncover potential risks, as well as reach your financial goals. Married with one son, Craig is a Western Washington University graduate, who grew up in Woodinville with six sisters.

Ed Erickson

Ed Erickson
Financial Advisor

Ed Erickson is a Co-Founder of Washington Financial Partners. He has been a Financial Consultant for the past 14 years, the past 8 years growing what is now known as Washington Financial Partners with his partner Jody Lentz. He believes in dynamic financial planning. This approach ensures that when life changes happen there is little or no impact on the family or individual. His mission, and the commitment of Washington Financial Partners, is to help his clients create clarity, control and confidence when making financial decisions. He moved to Seattle in 1996 to attend the University of Washington on a baseball scholarship, earning his undergraduate degree in Biology with a minor in business, then went on to get his Master’s from Seattle Pacific University in 2005. He resides in Issaquah with his wife, Tiffany, of 14 years. Together, they are raising four children, three girls and one boy. In his spare time, golfing is his favorite past time.

 

Jody Lentz

Jody Lentz
Financial Advisor

Jody is a Co-Founder and Partner with Washington Financial Partners. She is celebrating her 24th year in the financial services industry. The financial services business has been Jody’s second career behind her 15-year stint in the modeling and television commercial business as a model and actress and agency owner. She was a past long-standing member of the Screen Actors Guild (SAG) and American Federation of Television and Radio Artists (AFTRA). Jody found it important 24 years ago to do meaningful work that impacts families and businesses. Jody and her team specialize in working with individuals and businesses, helping them in areas such as retirement, estate planning, insurance, wealth management, executive benefits and planned giving. Jody has been very proactive in volunteering on development boards of non-profits in Seattle. She has personal history and heartfelt drive that has made a significant impact on the organizations she serves. Jody is married to Michael and lives in Bellevue WA. They have raised three sons, all three of whom attended the University of WA on Baseball scholarships and two of three played professional baseball.

 

DISCLOSURES

Securities, Investment Advisory, and Financial Planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC: 222 Central Park Ave, Ste 1100, Virginia Beach, VA 23462.

 

Member Wealth Management and Seattle Credit Union are not a subsidiary or affiliate of MML Investors Services, LLC and their affiliated companies.

 

Not NCUA Insured, Not Credit Union Guaranteed, May Lose Value