Judi Aho serves as an Administrative Assistant to Mark Fantasia and the Retirement Planning & Investment Center available through CUSO Financial Services, L.P.
Specialty
Judi enjoys working with Mark in helping clients meet their financial goals. Their team approach has resulted in establishing many lasting client relationships in the 11 years that they have worked together. Judi’s strength lies in providing high quality service in all her interactions with clients and members.
Education & Experience:
Judi has been with Workers Credit Union for 15 years. She has extensive experience in the investment and insurance industry. She has a wealth of knowledge in the field that spans over 30 years.