Retirement Planning & Investment Center

A.J. has over 25 years of financial services and retirement plan consulting experience. He leads the team to build high-performing programs that focus on creating extraordinary member experiences that help clients achieve success and increase their financial opportunities throughout their lifetime. A.J. is a FINRA Registered Investment Advisor Representative and holds Life, Accident, and Health Insurance license in multiple states.

Len has many years of experience with national brokerage firms such as Smith Barney and Westminster Financial Securities. He values client relationships and educates members on investments, insurance, and financial planning, allowing them to make informed financial decisions. Len is a FINRA Registered Investment Advisor Representative, holding his Series 7, 63, & 65 licenses along with a Life, Accident, and Health Insurance license in multiple states. He services members throughout the Workers Credit Union branches.

Paul develops strong client relationships to better understand their unique goals and discover what is most important to them. Servicing both individuals and small businesses, he helps clients build personalized strategies for retirement, investing, saving for education, estate transfer and insurance protection. He is a FINRA Registered Investment Advisor Representative with his Series 7 & 66 licenses, and a Life, Accident and Health Insurance license in multiple states.

David partners with fellow advisor, Ryan LeBlanc in a team approach that provides twice the expertise to each client. In addition to solutions for college savings, estate strategies and general business advice, David has extensive experience and knowledge in investment and retirement strategies. David is a Registered Investment Advisor Representative in multiple states and is a Chartered Retirement Planning Counselor.

Ryan partners with fellow advisor, David Earls in a team approach that provides twice the expertise to each client. He is expert in investment and insurance strategies that help prepare for retirement, save for college, conserve an estate, and protect loved ones from long-term health care expenses. He is a Registered Investment Advisor Representative, and is also a Licensed Insurance Representative for Life, Accident and Health.

Keith helps members achieve their goals with a holistic approach to financial wellness. With over 16 years of experience as a financial advisor to families, individuals, and small businesses, he focuses on financial planning, pre and post retirement planning, and portfolio management. He has his life insurance license and Series 7, 66, 6, and 63 licenses. Keith lives in Lunenburg with his wife and two sons. Together they love traveling, motorcycles, classic cars, and spending time as a family.

Heather has over 20 years of financial services and investment industry experience and supports David Earls, Ryan LeBlanc, and the CFS team by answering member questions about investment products and services. She prides herself on listening to concerns of the clients and providing strategic solutions while protecting the confidentiality of information. She is a FINRA Registered Representative, with Series 6 and 63 licenses. She also holds Life, Accident and Health Insurance license in MA.

With over 10 years of financial institution experience, Lisa serves as the Financial Assistant to Mark Fantasia and helps support the CFS team. She always provides high quality service in all her interactions with members, prospects, and internal partners, while protecting the confidentiality of information. She also assists with communication outreach and driving awareness of events that explore financial planning strategies.