Summit Credit Union adds Associate Financial Advisors at two Madison branches
MADISON, WI (September 26, 2019) — Summit Credit Union has added Travis Caswell and Isaac Morris as new Associate Financial Advisors through CUNA Brokerage Services, Inc. (CBSI). Caswell joins the member-owned cooperative as part of the financial advising team at Summit’s American Parkway branch while Morris joins the team at the Yellowstone Drive branch in Madison.
An Oshkosh native, Caswell graduated from the University of Wisconsin-Oshkosh in May of 2018 with a degree in finance and minors in economics and risk management/insurance. He joined CBSI in September after working for a year as a financial advisor in Oshkosh.
Caswell has advising experience in several financial planning areas, including retirement and legacy planning, higher education planning, protective insurance and more. He looks forward to building relationships with Summit members at the American Parkway branch while assisting them on the path to their financial goals.
Morris has worked in the financial industry for almost a decade, bringing a wealth of experience in investment management, retirement and insurance planning. He spent the last year as an Associate Financial Advisor in Madison before joining CBSI last month.
Originally from Pennsylvania, Morris graduated from Edinboro University with a degree in financial services and marketing and a minor in economics. He is excited to use his financial expertise to help members at Summit’s Yellowstone Drive branch reach their goals while preparing for the unexpected.
To schedule a complimentary consultation, current or prospective members can contact Travis at Travis.Caswell@cunamutual.com or 608-243-5000 ext. 1043 and Isaac at Isaac.Morris@cunamutual.com or 608-243-5000 ext. 4358.
Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI) member of FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-2727022.1-0919-1021.
About Summit Credit Union (WI)
Established in 1935, Summit Credit Union is a member-owned financial cooperative. Summit holds $6.6 billion in assets and has more than 250,000 members and 948 employees across 56 locations throughout south-central and southeastern Wisconsin. Since 2002, Kim Sponem has been CEO & President of Summit Credit Union, formerly known as CUNA Credit Union/Great Wisconsin Credit Union.
Recognized for its excellence in employee engagement, in 2021, 2022 and 2023 Summit was named both a Top Workplace in the USA by Top Workplaces USA and a Top Workplace in the Madison area by the Wisconsin State Journal. In 2023 it has added a Top Workplace award in Milwaukee by the Milwaukee Journal Sentinel.
For more information, visit www.summitcreditunion.com or call 608-243-5000 or 800-236-5560. For additional media information, visit https://www.summitcreditunion.com/about-summit/press-room or follow Summit on Facebook, Instagram and Twitter.