CU Financial Management ’s Post

A warm welcome to our newest team member, Brett Hatheway PFA, CCS, RIS. Brett joined our CU Wealth Essentials team a little while ago, and we are very happy they did! As part of our digital team, they could be the first person you speak with when having your initial phone consultation, and their years of experience mean you'll be in great hands (so to speak). Welcome to the team Brett! #WeLiveHereWeWorkHere #teamwork #dreamteam

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David Guzzo, MBA, CFP

Financial Service Executive | Strategic leader | Collaborative | Results Oriented | Purpose Driven

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Welcome to the team.

Cheryl Young

Communicator | Writer | Creator | Optimist

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Welcome Brett!

James Weir, MBA, FMA

Senior Business Consultant with Sylvain Morin & Associates, IG Private Wealth Management, Investors Group Financial Services Inc.

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Congratulations!

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