11.28.18
Consumers Credit Union Adds Two Financial Advisors to Grand Rapids
Kalamazoo, MICH — Consumers Credit Union is pleased to announce the addition of John Shubert and Jesse Horton as CFS* Financial Advisors to the Grand Rapids market and beyond.
Shubert has earned himself a solid background in banking, insurance and finance over a 15-year career, including five years of investment experience and running his own insurance practice.
“I’m committed to empowering members by managing their investment potential as well as their risks to create lasting wealth,” Shubert says. He will be working with members and businesses around the Cascade, Gaines, Grandville and Breton Village offices.
The Aquinas grad is securities licensed in Michigan and holds FINRA Series 6, 7, 63 and 65 licenses, as well as life and health and variable annuities insurance. He holds his MBA from the University of Phoenix.
Horton has past experience selling multiple lines of insurance at a large wealth management operation, where he also led marketing and prospecting planning.
“I love doing market research,” Horton says, “and turning that into an economic story that can help people understand the current landscape we are in.
“I have a passion for helping people with their finances, especially investments, and am eager to start assisting members.”
Horton is securities licensed in Michigan and holds FINRA Series 7 and 66 licenses, as well as life and health insurance. He is a graduate of Crown College and will be serving the Plainfield area.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member INRA/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. (The Credit Union or Consumers Credit Union) has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.
