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Retirement Solutions Team at Wright-Patt Credit Union

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When you're ready to meet with our Retirement Solutions team, available through CUSO Financial Services, L.P. (CFS),* our broker/dealer, simply click here or call (937) 912-7855 or (800) 762-0047 and ask to be directed to the financial advisor or registered representative that is most convenient for you. Or, you can call a financial advisor or registered representative directly.

WPCU Mortgage Originators

Greg Flick

CFS Financial Advisor
Phone: (937) 431-2752
Email: gflick@wpcu.coop
Member Centers: Urbana, Springfield and Englewood
Monthly Newsletter

WPCU Mortgage Originators

Dave Hahn

CFS Financial Advisor
Phone: (937) 912-7351
Email: dhahn@wpcu.coop
Member Centers: Gantt, WSU, Downtown, Twin Towers, Wright Dunbar

WPCU Mortgage Originators

John Haller

CFS Financial Advisor
Phone: (937) 912-8712
Email: jhaller@wpcu.coop
Member Centers: Troy

WPCU Mortgage Originators

Ryan LaVielle

CFS Financial Advisor
Phone: (937) 912-8940
Email: rlavielle@wpcu.coop
Member Centers: Beavercreek, Kettering and Xenia

WPCU Mortgage Originators

Josh Mayse

CFS Financial Advisor
Phone: (937) 912-7530
Email: jmayse@wpcu.coop
Member Centers: Five Points, Area A, Area C (Kittyhawk), Area B
Monthly Newsletter

WPCU Mortgage Originators

Bradley Roberts

CFS Financial Advisor
Phone: (937) 431-2354
Email: broberts@wpcu.coop
Member Centers: Corporate and Wilmington
Monthly Newsletter

WPCU Mortgage Originators

John Sagraves

CFS Financial Advisor
Phone: (937) 912-8760
Email: JSagraves@wpcu.coop
Member Centers: Northwest, Brandt Pike, and Huber Heights
Monthly Newsletter

WPCU Mortgage Originators

Frank Sberna

CFS Financial Advisor
Phone: (614) 603-2841
Email: FSberna@wpcu.coop
Member Centers: Grandview Yard, Lane Avenue, Short North, Graceland and Clintonville
Monthly Newsletter

WPCU Mortgage Originators

Bob Scarfo

CFS Financial Advisor
Phone: (937) 912-7850
Email: bscarfo@wpcu.coop
Member Centers: WPCU Corporate Office
Monthly Newsletter

WPCU Mortgage Originators

Nathaniel Stevens

CFS Financial Advisor
Phone: (937) 912-8722
Fax: (937) 912-8723
Email: nbstevens@wpcu.coop
Member Centers: WPCU Corporate Office
Monthly Newsletter

WPCU Mortgage Originators

Michael Thompson

CFS Financial Advisor
Phone: (937) 320-3656
Email: mthompson@wpcu.coop
Member Centers: Cross Pointe, Mad River, Norwood, Greenhills, Springboro and Cornerstone
Monthly Newsletter

*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 of principal. Investment Representatives are registered through CFS. Wright-Patt Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Keep more of your hard-earned money. Check out our other websites:

Respect Your Money - Young Today, Money Smart TomorrowFraud Awareness - Protect Yourself From FraudWright 4 You Mortgage - A Perfect Fit

Any links to external websites are links to alternative sites not operated by WPCU. WPCU is not responsible for the content of the alternate site. The privacy and security policies of the alternate site may differ from those practiced by WPCU. WPCU does not represent you or the third party if you enter into a transaction with the third party.

Wright-Patt Credit Union is committed to providing a website that is accessible to the widest possible audience in accordance with ADA standards and guidelines. We are actively working to increase accessibility and usability of our website to everyone. If you are using a screen reader or other auxiliary aid and are having problems using this website, please contact us at (800) 762-0047 or by clicking here. All products and services available on this website are available at all Wright-Patt Credit Union branches.

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