Workers Credit Union

Our People

Dedicated To Helping You

When you look for someone to help you with your investment and insurance needs, you need to be completely comfortable with your choice. The following information is presented to give you a brief introduction of the professionals registered through our broker dealer CUSO Financial Services, L.P., at Workers' Credit Union Investments and Insurance Center.

Mark Fantasia, CFPC
Vice-President, Investments
and Insurance Manager

Mark Fantasia has always had a combined passion for helping people and finance. For over 10 years, he has enjoyed the opportunity to work with people of many different backgrounds and situations to assist them with identifying their retirement goals and working towards attaining those goals.

Mark understands that family relationships are important in financial planning and, when appropriate, Mark has a unique ability to work with the multiple generations of a client's family to build financial strategies that will support the family estate planning needs. Mark has successfully supported his clients with developing retirement and estate conservation financial strategies that can carry the client through the retirement years and assist in protecting their estate when it is time.

His philosophy for financial planning is an on going relationship with his clients, carefully constructing appropriate asset allocation models customized to each client's needs, and consistently monitoring his client's portfolios.

Mark attended the University of Rhode Island. He majored in finance and marketing. Mark holds FINRA Securities Series 7, 63, 65 licenses and is Life and Disability licensed in the state of Massachusetts. FINRA licensed in: CA, CT, FL, MD, MA, NH and is a Chartered Retirement Planning Counselor.
 

David M. Earls
Financial representative

David M. Earls - Prior to joining the Investment and Insurance Center, David has worked as a Registered Representative with Phoenix Home Life in their Boston agency. However, David has spent all of his working life serving clients in the Fitchburg/Leominster area. While at Phoenix his business focused on complete financial services including college and estate planning, investment advice, retirement planning and, where applicable, general business advice.

Prior to joining Phoenix, Mr. Earls spent 20 years at Sanitoy Inc., a manufacturer and distributor of infant toys and accessories, located in Fitchburg. His last 9 years with Sanitoy were spent as its Chief Financial Officer. Mr. Earls graduated from Assumption College in Worcester in 1974 with a Bachelor of Arts degree, majoring in Math and Economics. Shortly after joining Sanitoy, he returned to Bentley College to expand his knowledge of accounting. He earned a Certificate in Accounting from Bentley in 1982. FINRA Licensed in: AZ, CA, CT, DC, FL, IL, MA, ME, MS, NC, NE,NH, NJ, NM, NY.

Jeanne Dupre
Financial representative

Jeanne Dupre has a long history of helping members of Workers' Credit Union achieve their financial goals.  She began her financial career with Workers' in 1972 and moved in 1979 to Texas where she worked in small and large credit unions while finishing her Bachelor's degree in Management.  Always striving to learn more, she began working towards an MBA at St. Mary's University in San Antonio, TX. 

Jeanne rejoined Workers' in 1994 as a branch manager working at our Townsend, Lancaster, Fitchburg, and Lunenburg offices.  Wanting to provide additional member service, she recognized the need to learn about investments and insurance products.  She left for a short time to gain experience in this facet of her skills and has returned to provide members with financial consultation involving the use of non-traditional banking products.  Jeanne is dedicated to advising members, customizing their financial plans and monitoring them on an ongoing basis to help members stay on track with their financial goals.

Working at the Credit Union is a family tradition.  Her mother worked for the credit union for 25 years and her daughter currently works at a branch part-time while attending college.  Her daughter is also a fifth-generation Workers' Credit Union member.

Jeanne is active in the community, serving on the boards of the Lunenburg Historical Society, Battered Women's Resources, Inc. and the YWCA of Worcester.  She is also a member of the Montachusett Estate and Retirement Planning Council.

Jeanne has her FINRA Securities Series 7 and 66 licenses for MA, NH, CA, TX, and FL and holds Life and Health Insurance licenses in MA and NH.

Of course, there's no substitute for meeting in person. We welcome you to contact us to set up an appointment, so you can get to know us and we can get to know you. If you would like to set up an appointment or to speak with us regarding your individual needs, click here. Go ahead and contact us!

*Investments offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not credit union guaranteed, and may lose value. Registered Representatives are employed by Workers’ Credit Union and registered through CFS. (Member FINRA/SIPC).