Meet The Team

The Retirement & Investment Center located inside Dow Credit Union offers access to many products and services to help you through your financial journey. Whether your need is specific, such as investing funds for retirement, or you require a thorough analysis of your financial life, we offer personalized service and professional advice. We work with you to identify your plans and concerns, assess your current position and discover a plan together that will work for you. With LPL Financial as our broker/dealer, we do not deal with proprietary or “in house” products.  What this means for you is we have the flexibility and availability to select investments centered on you and your needs.

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LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

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*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.​