Available through CUSO Financial Services, L.P.*
Jonathan thrives on helping Direct Financial members develop solutions for both their current and future financial needs. Jonathan has been a Financial Advisor for 23 years. He specializes in working with clients to help them create a customized financial plan designed around their individual goals including Pre and Post Retirement Planning. From investments and retirement to insurance, Jonathan brings a strong commitment to personal service and a track record of long-term client relationships to NEFCU Financial Group as a CFS* Financial Advisor.
He holds FINRA Series 7, 63 and 66 licenses and is securities licensed in many states across the country. He is also licensed for life and health insurance in Vermont, Virginia, New York, Michigan and Kentucky. Jonathan earned the 2019 Silver Pacesetter Award through CFS. The award honors the top producing registered advisors among hundreds of CFS credit union and bank programs across the country.
BrokerCheck by FINRA: Jonathan Whitehouse, CFF®, CRD# 2940110
Kris is a native Vermonter and enjoys the opportunity to help his members with their financial needs and concerns. With a BS in Accounting and an MBA from Champlain College, Kris’s experience in the financial services industry has ranged from auditing to financial advising. He values the opportunity to understand the needs of his clients by developing a strong relationship with them to understand their personal situation and aspirations while collaborating to implement strategies to help them achieve their financial goals.
Outside of work, Kris can most often be found in the community with his family attending local festivities and parks, on the water, or coaching t-ball.
He holds FINRA Series 7 and 66 licenses. He is also licensed for life and health insurance in Vermont.BrokerCheck by FINRA: Kristopher Daudelin, CRD#7181420
During her 25 years in financial services, Lisa has helped clients in the banking, mortgage lending, insurance, and investment fields. This experience has provided her a unique perspective from which to address client financial concerns and help them develop strategies by focusing on specific needs and goals. She strives to provide every client with comprehensive financial advice and the highest level of personal service and integrity.
When she is not helping her clients, Lisa enjoys spending time with her husband traveling, attending the theater, teaching Zumba, and volunteering with community outreach programs such as the Steps to End Domestic Violence of Chittenden County.
She holds FINRA Series 7 and 66 licenses. She is also licensed for life insurance in Vermont.
BrokerCheck by FINRA: Lisa Cruser, AAMS®, CRD#6642220
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. New England Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.
CUSO Financial Services, L.P., CRD# 42132.