Redwood Credit Union advisors recognized for Outstanding Performance in Investment Services
RCU also receives Impact award for marketing
SANTA ROSA, CA (October 6, 2016) — Redwood Credit Union (RCU) announced that Mike DeFazio earned the 2015 Gold Pacesetter Award, while Christine Foster and Clark Matthiessen earned the Silver Pacesetter Award, and Steven Kerston earned the Bronze Pacesetter Award at the CFS/SPF “No Boundaries!” 2016 Annual Conference, recently held in San Diego, California. In addition, RCU received a Gold Impact award for their geo-targeted wealth management/investment services marketing campaign.
Affiliated with broker-dealer and Registered Investment Advisor, CUSO Financial Services, LP (CFS), DeFazio, Foster, Matthiessen, and Kerston were recognized for being the top-producing registered representatives among hundreds of CFS and SPF credit union and bank programs across the country.
DeFazio joined RCU’s wealth management team in 2007, bringing more than 10 years of business and management experience. Foster has more than 23 years of experience in financial services and has worked for RCU for 15 years. Matthiessen has been a financial advisor at the credit union for 13 years, while Kerston has been at RCU for over 5 years.
“We’re proud to see these advisors recognized for their accomplishments,” said Tom Hubert, senior vice president of wealth management, auto services and insurance services at RCU. “In a crowded industry, these individuals have established themselves as professionals of the highest caliber. They are an inspiration to all of us who strive for excellence in our profession.”
About Redwood Credit Union
Founded in 1950, Redwood Credit Union is a full-service financial institution providing personal and business banking to consumers and businesses in the North Bay and San Francisco. With a mission to passionately serve the best interests of its Members, team members, and communities, RCU delivers many ways for its Members to save and build money through checking and savings accounts, auto and home loans, credit cards, digital banking, business services, commercial and SBA lending, and more. Wealth management and investment services are available through CUSO Financial Services L.P., and insurance and auto-purchasing services are also offered through RCU Services Group (RCU’s wholly owned subsidiary). RCU has more than $8 billion in assets and serves more than 445,000 members with full-service branches from San Francisco to Ukiah. For more information, call 1 (800) 479-7928, visit redwoodcu.org, or follow RCU on Facebook, Instagram, Twitter, and LinkedIn for news and updates.