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Financial Advisor

Planning and Advice

We'll help you organize, understand, control and accumulate your wealth. Sit down with our licensed Financial Advisor and learn how to efficiently tackle a number of financial goals or specific financial goals, such as funding educational needs or developing an income distribution strategy for retirement with a written game plan. Give us a call at 734-662-8200 ext. 2700 to learn more or to schedule a complimentary
one-on-one consultation today!

Meet the UMCU Wealth Management Team: 

Jay Hokanson - Senior Wealth Advisor

  • Develops Proposed Investment and Insurance Strategies
  • New and Existing Client Review Meetings
  • Oversees Day to Day Operations
Check the background of this investment professional on FINRA’s Broker Check: https://brokercheck.finra.org/individual/summary/5222724

Cory DenUyl - Associate Advisor

  • Investment Research
  • Trading and Account Rebalancing
  • New and Existing Client Review Meetings
Check the background of this investment professional on FINRA’s Broker Check: https://brokercheck.finra.org/individual/summary/5444752

Nick VanGeest - Associate Advisor

  • Investment Research
  • Trading and Account Rebalancing
  • New and Existing Client Review Meetings
Check the background of this investment professional on FINRA’s Broker Check: https://brokercheck.finra.org/individual/summary/5874847

Jay Pawlowski - Investment Advisor

  • Develops Proposed Investment and Insurance Strategies
  • New and Existing Client Review Meetings
Check the background of this investment professional on FINRA’s Broker Check: https://brokercheck.finra.org/individual/summary/6324046
UM Student Interns - assist with appointment scheduling, client education events and
paperwork processing.

Securities offered through First Heartland Capital, Inc. Member FINRA & SIPC. Advisory services offered through First Heartland Consultants, Inc. University of Michigan Credit Union Wealth Management is not affiliated with First Heartland Capital, Inc.Securities offered through First Heartland Capital, Inc. are: not federally insured, subject to market risk including loss of principal, not obligations of, deposits of, or guaranteed by the Credit Union. University of Michigan Credit Union Wealth Management is located at 333 E William Street - Ann Arbor, MI.

Not NCUA Insured Not Credit Union Guaranteed May Lose Value

 

UMCU Online Banking loginUMCU Financial Calculators
Equal Housing Opportunity National Credit Union Administration
Federally Insured by NCUA.
734-662-8200 or 800-968-8628