The ALEC Investment Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com
. ALEC Investment Advisors can assist you with a myriad of different investment and insurance needs, including the following:
- Retirement Planning
- 401(k)/Pension Rollovers**
- Investment Planning
- Life Insurance
- Long Term Care
- College Planning
- Estate Conservation
- Trust Services
When meeting with ALEC Investment Advisors, all appointments are no-cost or obligation***. Christine and Matt take an objective look at your individual financial situation and build a customized plan to help meet your needs.
To check the background on these investment professionals, please visit the FINRA's BrokerCheck website.
With over 17 years of financial services experience, Christine is committed to providing personalized financial options for each of her clients and their families. Christine is passionate about listening to the needs of her clients and providing them with the education they need to make smart financial decisions. She also has a deep understanding of the retirement planning process, including early planning for retirement and retirement income planning, investment management, retiree medical insurance, how Social Security plays into the retirement picture and more.
Christine has a Bachelor’s degree in Finance from Saint Mary’s College and a Masters of Business Administration (MBA) from The University of Chicago with concentrations in Finance and Business Strategy. She holds licensing in life, health and long-term care insurance and she is FINRA registered to sell securities and provide financial advice. Christine holds her Chartered Financial Consultant (ChFC®) designation from The American College and is also a member of CUNA Brokerage’s Women of Distinction.
When she isn’t at the office, Christine enjoys working with local high school fine arts programs, participating in community fine arts groups, gardening, home improvement and enjoying time with friends and family.
With over 10 years of financial services experience, with four of those years with CUNA Brokerage Services, Matt understands the importance of having a dedicated investment professional on your side. Matt is passionate about helping all ALEC members reach their investment, insurance and retirement planning goals. He does this by listening to each member’s financial objectives and crafting a personalized plan to meet their needs.
Matt earned his Bachelor’s Degree in Accounting with High Honors from Indiana Wesleyan University. Matt also holds FINRA securities registrations and life and health licenses.
Outside of work, Matt and his wife, Melissa, enjoy spending their time traveling, hiking, golfing, watching baseball and being active with their church and in their community.
Colleen Farm is the Investment Services Coordinator with the ALEC Investment Advisors Program. Colleen has been with ALEC since 2002 in various roles, including a Member Service Representative and Part-Time Receptionist.
Colleen is passionate about building relationships with ALEC members and assisting them with their financial needs. As the Investment Services Coordinator, Colleen can assist members to schedule appointments with Christine and Matt, as well as help with any program-related requests or questions.
In her spare time, Colleen loves sports, road trips and trying out new restaurants.
If you would like to schedule an appointment with ALEC Investment Advisors, please contact Colleen at 847.249.9444 or toll-free at 800.762.9988, ext. 444.
The ALEC Investment Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. ALEC Investment Advisors financial professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A ALEC Investment Advisors, 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. The ALEC Investment Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. FR-3090883.3-0620-0722
**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.
***Investment product purchases will involve costs.