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Meet Our Team

Client Focused Wealth Management

Client Focused Wealth Management

CFCU Wealth Management focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we're able to help you anticipate needs and plan for your future.

“Nothing of significance is ever accomplished alone.”
– Colonel Nicole Malachowski; Retired USAF officer and the first female pilot selected to fly as part of the USAF air demonstration squadron known as the Thunderbirds.

Frank   Torelli

Frank Torelli

Wealth Advisor

Stephen Weston II

Stephen Weston II

Wealth Advisor

Jennifer   Clark

Jennifer Clark

Administrative Assistant

Kelli Jo Johnson

Kelli Jo Johnson

Client Service Specialist