meet the ALEC wealth management team
Explore what we can do for you.
ALEC Wealth Management can assist you with a myriad of different investment and insurance needs, including the following:
- Retirement Planning
- 401(k)/Pension rollover education**
- Investment Planning
- Life Insurance
- Long Term Care
- College Planning
- Estate Conservation Strategies
When meeting with ALEC Wealth Management, all appointments are no-cost or obligation***. Christine and Cody take a professional look at your individual financial situation and build a customized plan to help meet your needs.
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 Series 7 and 66 registered with LPL Financial to sell securities and provide financial advice. Christine holds her Chartered Financial Consultant (ChFC®) designation from The American College.
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.
Starting in late 2022, Cody is the newest addition to the ALEC Wealth Management team and will be assisting members as a Financial Advisor. He finds great fulfillment in helping members understand where they are, where they want to be, and how to get there. He believes that education now makes dealing with the unforeseen events of the future far easier to navigate.
With a Bachelor’s Degree in English from Southern New Hampshire University, and a certificate of Spanish from Northern Michigan University, Cody decided to further his education and pursue a career in finance by sitting for the FINRA Series 7 and Series 66 exams and is now registered with LPL Financial to sell securities and provide financial advice.
Cody grew up in the rural Upper Peninsula of Michigan where he enjoyed the pristine beauty of the many lakes and forests. His appreciation for the panoramic vistas of Lake Superior led him on a quest to witness the splendor that the rest of the world had to offer. He has spent time vacationing or living in 14 different countries on 5 different continents, and while traveling uncovered a love of foreign languages that he never would have been exposed to in the U.P.
The majority of his free time is spent reading, watching documentaries or listening to podcasts, but more than consuming new information, he loves to share what he learns with others.
Colleen Farm is the Investment Services Coordinator with the ALEC Wealth Management Program. She 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, 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.
Looking for Financial Advice or Guidance?
Just as life changes, so do your financial goals. Make sure you are on track by working with ALEC Wealth Management. Our team of experienced financial professionals will work with you to help you make sound financial decisions consistent with your risk tolerance, investment time frame, and goals.
Our services include:
- 401(k) and pension plan rollover services
- Asset accumulation and preservation
- Developing a savings and investment plan
- Education funding
- Protecting you and your family with life insurance and long-term care
- Reviewing your current financial plan
- Managing your investments
For more information on our services or to schedule a no-cost, no-obligation appointment with one of our advisors, please complete this form.
Upon completion, a representative will contact you within one business day.
Ready to start planning?
If you would like to schedule an appointment with ALEC Wealth Management, please complete the form above or contact Colleen at 847.249.9444 or toll-free at 800.762.9988, ext. 444.
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ALEC Wealth Management
We offer experience and insight to help you address your individual financial objectives.
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Your Credit Union (“ALEC”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay ALEC for these referrals. This creates an incentive for ALEC to make these referrals, resulting in a conflict of interest. ALEC is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. ALEC and ALEC Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ALEC Wealth Management, and may also be employees of ALEC. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ALEC or ALEC Wealth Management. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Credit Union Guaranteed||Not Credit Union Deposits or Obligations||May Lose Value|
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered of licensed. No offers may be made or accepted for any resident of any other state.