Meet Our Team
Life Changes. Wherever you happen to be in life, Wealth Management at Royal Credit Union wants to help you fulfill your financial goals. We've been helping Royal Members and their families save and invest since 1992 and work hard to earn your trust and serve you with integrity. We help you make smart investing a way of life, because life changes.
Choose a Professional. Working with a financial professional may help you save more for retirement. Think of a financial professional as your chief financial officer who can help you take a comprehensive and personalized view of your finances. Let us demonstrate the difference a committed and conscientious financial consultant can make toward your financial well-being.
Get Personalized Service. Financial plans are not one size fits all. We use our knowledge, experience, and resources to create an investment strategy that helps you pursue your personal goals. Once your strategy is in place, we continue to work with you to regularly review and adjust your plan.
Benefit from our Team. When you choose to work with Wealth Management at Royal Credit Union, you gain a team of professionals working on your behalf. You always have someone to call, and when you prefer to meet in person we are conveniently located at Royal offices.
Contact us anytime for a no-obligation financial review
We're ready to serve you. Meet our team of financial professionals:
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Eau Claire West Office Scott's primary office is the Eau Claire West Office. He is also available by appointment at the Menomonie East Office, Menomonie North Office, and Whitehall Office.
Scott Sommer, Wealth Advisor and Kyle Brill, Client Service Associate |
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Michelle's primary office is the Eau Claire South Office. She is also available by appointment at Eau Claire Downtown, Altoona, Eau Claire Southwest, Medford, Chippewa Falls Downtown, Chippewa Falls South, and Colby.
Michelle Klass, Wealth Advisor
Joe's primary office is the St Croix Falls Office. He is also available by appointment at Osceola, Somerset, and Rice Lake.
Joe Casey, Wealth Advisor New Richmond Office Matt's primary office is the New Richmond Office.
Matt Casey, Senior Wealth Advisor and Kasey Hornbostel, Client Service Associate |
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Edina Office |
John's primary office is the Edina Office. He is also available by appointment at Apple Valley, Hudson, Inver Grove Heights and River Falls.
John Jordan, Wealth Advisor
White Bear Lake
Ethan's primary office is the White Bear Lake Office. Ethan is also available by appointment at Hugo, St. Paul, and Stillwater.
Ethan Thompson, Wealth Advisor