Your Financial Planner
Andrew R. Staley, Advisor
Andrew Staley at WyHy Federal Credit Union offers a complete package of financial services through CUSO Financial Services, LP*, customized to meet specific goals and needs of WyHy members. With a firm belief in customer service and unbiased quality investments advice, Andrew focuses on the member's specific financial situation, so that members can focus on the enjoyments of life. As a team, WyHy and Andrew work closely together to ensure that members have confidence that all their financial affairs are being handled with great competency, whether it's banking, saving towards retirement, generating more income or estate planning.
In providing this full spectrum, we fulfill our mission of helping members achieve a secure financial future.
Andrew works with members to fully understand the unique financial circumstances of each of his members. He will discuss investment opportunities, introduce new strategies, provide investment recommendations, review tax implications of certain investments **, and periodically assess the progress of your portfolio. He will also develop a strategy and customized plan to help meet your needs from college savings to an over-all review. He has more than 5 years of Wealth Management and Financial Planning experience and 12 year in Financial Services. Andrew is a licensed Financial Advisor in Wyoming with FINRA series7 and 66 licenses and Wyoming licensed insurance producer. Additional state may become available upon request.
Andrew served in the United States Navy earning the Navy Achievement Medal. Andrew earned his Bachelor of Arts in Ministry from the Nazarene Bible College located in Colorado Springs.
Andrew's investment philosophy is that any investment advice or solution provided by an advisor must be tailored to the individual or family receiving the advice. This is representative in what he considers his greatest work related accomplishment, having been voted by the Medford Mail-Tribune readers as the Best Financial Advisor in the Medford, Oregon area for 2009 when he was licensed with CUSO Financial Services, L.P. at Rogue Federal Credit Union.
Andrew enjoys working with credit union members and helping them put their financial plans in place. He believes that a sound financial plan can be achieved by anybody on any budget and he works with anybody looking to build their families assets, prepare for retirement or with people looking to reestablish a solid financial plan after a significant life event.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (Member FINRA/ SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss or principal. Investment Representatives are registered through CFS. WyHy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
** Please consult a tax professional for specific tax advice.
