Press
Heritage Financial Services announces new Financial Advisor
NEWBURGH, IN (February 3, 2015) — Heritage Financial Services is pleased to announce that Matt Brinkmann has been selected to fill the position of Financial Advisor.
Matt has several years of local banking and investment sales experience in the financial industry. Matt holds a Bachelor’s Degree in Business Administration with a Minor in Mathematics from the University of Evansville.
Ruth Jenkins, CCE, CUERME, President and CEO of Heritage Federal Credit Union said, “Heritage Financial Services is excited to welcome Matt to his new position. With Matt’s local experience in the financial industry, I am confident that he will be a valuable addition to the investment team that serves the credit union’s members and the local community.”
For more information, please call Steve Bugg, Chief Marketing and Member Service Officer of Heritage Federal Credit Union, at 812-253-6928, ext. 2267.
About Heritage Federal Credit Union
Heritage Federal Credit Union offers financial products and services to anyone who lives, works, worships or attends school in Vanderburgh or Warrick County, or has an immediate family member who does.
Heritage Federal Credit Union is a community-chartered Federal credit union with over $469 million in assets and serves more than 46,605 members, and operates seven branches in Vanderburgh and Warrick Counties in Southwestern Indiana. More information regarding Heritage Federal Credit Union can be located at www.hfcu.info
About Heritage Financial Services
Heritage Financial Services is a registered representative of CUNA Brokerage Services. Securities sold, Advisory Services offered through CUNA Brokerage Services, Inc., Member FINRA/SIPC. Securities sold through CBSI under contract with the financial institution. Not NCUA/NCUSIF/FDIC Insured. No Financial Institution Guarantee. May Lose Value.
About CUNA Brokerage Services, Inc.
CUNA Brokerage Services, Inc. (CBSI) provides broker-dealer services to credit unions throughout the nation, offering a full range of investment and insurance products to help credit unions help their members reach a more secure financial position.
CBSI, an affiliate of CUNA Mutual Group, is the leading broker-dealer serving the credit union marketplace. CBSI has more than 250 credit union programs, 400 active advisors, with more than $3 billion in mutual fund, annuity and managed account sales, and more than $140 million in annual revenue. In 2013, CBSI paid credit unions more than $65 million in fee revenue.