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HFCU Financial Services
Access to financial planning and investing is easy through HFCU Financial Services, located at Hughes Federal Credit Union. Click on the following links for more information about our investment services and to schedule an appointment with one of our financial planners.
Click on LPL Your Financial Resource
for investment tools, current market index, and more!
Login to your LPL Account View
Call for an appointment (520) 294-4140 or contact ustoday!
Investment Products and Services
Professional financial consultants can recommend any one of the following products and services to work toward your specific financial goals and objectives.
Jim has more than 22 years in the financial services industry. His current position with HFCU Financial Services is program manager.
Prior to joining HFCU, Jim had extensive experience with USAA Life and Investment Co. as a financial planner and regional director of financial services.
Jim has an undergraduate and graduate degree from the University of Arizona.
He completed his requirements for the Certified Financial Planner designation in 1992.
David has more than 24 years in the financial services industry. He has worked at firms such as Charles Schwab, Prudential Insurance, and Fleet Bank (now Bank of America).
David has a Bachelor of Science degree from the University of New Hampshire.
In addition to the Certified Financial Planner designation (2002), David also has the Chartered Financial Consultant designation and is a Certified Senior Advisor.
David has more than six years in financial planning and investments. He is responsible for assisting clients with investments and retirement planning.
Prior to joining HFCU Financial Services, David was employed by Cambridge Connection Investments. He was also with American Values Investments, Merrill Lynch and R.J. Reynolds.
David has a Bachelor of Science degree in business management from East Tennesee State University.
Certified Financial Planner designation requirements were completed in 2002.
