Talk to an Alliant financial consultant today
We're looking forward to meeting you and learning more about your financial goals — and how we can help.
Call 800-328-1935
We're looking forward to meeting you and learning more about your financial goals — and how we can help.
Whether you’re looking for complete financial guidance, assistance with a specific financial goal, or just a second opinion, we’d love to help.
Alliant Retirement and Investment Services, located at Alliant Credit Union, gives you financial advice on a range of topics including:
You’re never obligated to make any investments with Alliant Retirement and Investment Services. Our financial consultants work hard to give you the best advice possible, but you are ultimately in full control of your finances.
Tracking your financial progress is a critical part of any investment plan. That's why you can view your portfolio 24/7 with online access. You can also:
Communicate openly and honestly with your consultant. The more your consultant knows about your specific life situation and finances, the better they can help you with a customized plan.
As life changes, so does your financial situation. You and your consultant will review your financial plan regularly to make sure you stay on track to pursue your goals.
Your personal financial advocate is always just a phone call or email away. Always feel free to contact your consultant whenever you have questions or concerns.
If you like to manage your own financial investments personally, consider our Self-Managed Investing Program.
No matter where you live, our financial consulting team is happy to accomodate you! Prefer an in-person meeting? No problem. An over-the-phone consultation more convenient? That works, too.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Location: Colorado
Billy provides his clients with personalized financial strategies that are monitored often and adjusted as needed. Billy uses a consultative approach, keeping his clients informed while helping them navigate the ever changing financial landscape. He has extensive experience and knowledge in Retirement and Investment Planning, Portfolio Management, Tax Efficient Estate and Survivorship Strategies, Long Term Care Planning and Education Funding. Billy can help you work toward growing and protecting your assets, your specific retirement goals, protect your family and design a personalized legacy strategy.
Education
University of Northern Colorado, 1982-1986
Registrations and Licenses
FINRA Series 7, 66 held with LPL Financial Life, Accident, Health, Long Term Care Licensed.
Billy’s background in athletics and professional baseball allows him to stay active in the baseball industry. He performs private and group baseball instruction for players of all ages and ability levels from youth players to high school and collegiate players aspiring to become professional players. He also coaches a Collegiate Summer Baseball Team in Colorado. When not working, Billy spends his leisure time with his 22 year old son and 18 year old daughter.
Phone: (800) 328-1935 ext.3669
Email: bcassidy@alliantcreditunion.com
Location: Illinois
Shaun has enjoyed working with families and individuals to help them work toward their financial goals since 2002. At Alliant Retirement and Investment services, we partner with our members through all stages of their lives to build a financial roadmap that is tailored to their unique needs to create a path to work towards financial independence.
Education
B.S. Management Information Systems/Finance—Lewis University
Registrations and Licenses
FINRA registered (Series 6, Series 7, Series 63, Series 65, held with LPL Financial)
Life, Health & Long Term Care Licensed
Shaun’s extracurricular passions are his family, golf, exercise, playing guitar and watching any of our beloved Chicago sports teams.
Phone: (800) 328-1935 ext.8845
Email: sfloresca@alliantcreditunion.com
Location: Illinois
Joe has been in the financial services industry, including lending and investments, since 1997. For the last 10 years, he has enjoyed working with clients specifically on investing and financial planning. He believes that in order to determine how an individual should be invested a goal needs to be established first. At that time, appropriate recommendations can be made to work toward achieving that goal. At Alliant Credit Union, he has all the necessary tools available to assist in this process. Joe takes pride in the fact that he puts the credit union member first and approaches each unique situation with professionalism and courtesy.
Registrations and Licenses
FINRA registered ( Series 7 and Series 66, held with LPL Financial)
Life, Health and Variable Contracts Licensed
Joe is married to his wife, Karla, and has 2 children, Mike and Katie, who have both graduated college and are working in their respective careers. Joe keeps very busy outside of work performing as a guitarist in a band and has played at many churches in various praise bands. He loves to travel and golf. He is also a big Chicago sports fan, but when it comes to baseball, he does lean toward those north-siders (Go Cubbies).
Phone: (800) 328-1935 ext.2231
Email: jgaspari@alliantcreditunion.com
Location: Illinois
Nicholas specializes in comprehensive financial planning for individuals and families. He has extensive experience with 401(k)s and other retirement plans and loves making a positive difference in the financial health of members. A recent transfer from Wisconsin, he has been helping people since 2001.
Education
B.S. in Business Administration / minor in Economics – University of Wisconsin-Stevens Point
Registrations and Licenses
FINRA registered (Series 6, Series 7, Series 63, Series 65, held with LPL Financial)
Life, Health & Long Term care licensed
Outside of work, Nick enjoys spending time with his wife, Heidi, and their son, Patrick. Nick and his family love to travel to new and exciting destinations, whenever possible. Nick is also an avid sports fan.
Phone: (800) 328-1935 ext.8634
Email: nhamilton@alliantcreditunion.com
Location: Illinois
Terence Powell started his career in Financial Planning in 1996 after serving on active duty in the United States Army. He specializes in wealth management financial planning, which includes wealth preservation, 401(k) planning for businesses and individuals, tax-advantaged investment strategies and life insurance planning.
Working together, Terence and his client families create a customized plan to help pursue three key financial goals:
Education
BA, Northern Illinois University, 1993
Registrations and Licenses
FINRA Series 7, 6, 63, 65, and 26 held with LPL Financial. Life & Health licensed
Outside of work, Terence likes to spend as much time with family and friends as he can. In his spare time, he is an award winning theater actor and long distance runner.
Phone: (800) 328-1935 ext.8686
Email: tpowell@alliantcreditunion.com
Location: All States except CA, CO, IL & HI
Teresa has been guiding her clients to pursue their financial goals and dreams for the past 15 years. She focuses on developing strategies and solutions to help manage wealth and plan for short and long term needs.
She believes that careful planning truly is critical to preserving quality of life, and that people don’t plan to fail, they fail to plan.
Each client and situation is unique. Learning you and your family’s dynamics, she’ll create a road map to navigate your financial future, helping you work toward growing, preserving and protecting your assets over multiple generations.
Teresa’s mission is to help clients by offering a broad range of investment and insurance solutions. Her business practice hinges on trust, planning and service. She strives to provide superior customer service, while maintaining a high degree of integrity in the best interests of her clients.
What can Teresa can help you with?
Education
Bachelor’s Degree (BA) – Columbia College, Chicago, IL
* Chartered Retirement Planning Counselor (CRPC) – College for Financial Planning, Denver, CO
Currently pursuing CPA
Registrations and Licenses
FINRA registered (Series 7, Series 63 & Series 66 held with LPL Financial)
Life, Health, Long Term Care & Disability Insurance Licensed
Variable Contracts Licensed
Outside of work, Teresa is an avid volunteer. She loves to travel with her husband and daughter whenever she can, as both of her parents are United Airlines retirees.
Phone: (800) 328-1935 ext.8615
Email: tyoung@alliantcreditunion.com
Location: Southern California, Hawaii
"Empowering Clients to Pursue Lifelong Success by Developing a Community of Well Informed Investors"
Matthew believes regardless of your stage in life, financial goals or economic concerns, you need a solid plan and accurate information to help you manage your finances. Short-term goals, long-term aspirations, daily expenses, taxes, insurance and income all come into play. How do you keep it all under control? At Alliant Retirement and Investment Services, we specialize in comprehensive financial strategies. Whether you have one simple need or would like an overall evaluation, Matthew can help.
Education
B.A. Religion 2001 – Pepperdine University, Malibu, CA
Registrations and Licenses
FINRA registered (Series 6, 7, 63, 66, held with LPL Financial)
Life, Health, Accident & Long Term Care Licensed – CA Insurance Lic#0G24803
CA Public Notary Commission #1885849
When Matthew is not at work, you can find him enjoying time with his wife and 3 daughters. Coaching softball or soccer seems to never end, but when there is other “free time” they enjoy the beach, the park, hanging with friends or bike rides throughout El Segundo. A round of golf, racquetball, all day tailgate parties at USC football games, and a quiet house are becoming a distant memory … but watching his family learn, love, grow and give back is more rewarding.
Phone: (800) 328-1935 ext.3687
Email: mmcmillon@alliantcreditunion.com
Location: All States except CA, CO, IL & HI
Bernell believes in matching each client to a plan that specifically targets their individual needs. He does this by planning both short term goals and long term goals. He uses various wealth management systems and tax strategies. He prides himself by offering the best service to all his clients and achieves this by educating his clients so they understand what their strategy is.
Education
Bachelors degree in Finance at Roosevelt University where he graduated with honors.
Registrations and Licenses
FINRA registered (Series 6, Series 7, Series 63, and Series 66, held with LPL Financial)
Life, Health and Variable Contracts Licensed
When Bernell is not at work, he loves spending time with his wife of 20 years, Irene, and their three children, Andrew, Matthew and Caitlin. He loves being outdoors. Although he has never lived in Pennsylvania, he is a huge Pittsburg Steelers fan.
Phone: (800) 328-1935 ext.8612
Email: bbaker@alliantcreditunion.com
Location: Northern California
My mission is to maximize financial opportunities to enable my clients to live the life they've imagined. I am committed to providing my clients with the highest level of professionalism and personal service.
I specialize in comprehensive retirement and investment planning. I believe a sound investment plan is critical in helping my clients manage their financial life goals. Retirement planning, rollovers (which include IRA’s, 401K’s and 403B’s), 529 plans, mutual funds, life insurance, annuities, and business retirement planning are just a few of the ways in which I help my clients.
Whether you've been saving for years and want to create an income stream that can last a lifetime, or are just starting out, I'd be happy to have a conversation with you.
Education
BA Business Michigan State
Naval Flight School - Marine Corps Aviator
Registrations and Licenses
FINRA registered (Series 7, Series 63 & Series 66 held with LPL Financial)
Life, Health, Long Term Care & Disability Insurance Licensed
Variable and Fixed Annuity licensed.
CA Insurance License #0H47163
Outside of work Terry is an avid golfer and Karate instructor. Terry loves to travel with his family and is active in local Chamber, Rotary, and School Board organizations.
Phone: (800) 328-1935 ext.3707
Email: tbailey@alliantcreditunion.com
The Alliant Retirement and Investment Services Program is a full-service financial advisory program offering members retirement, insurance and investment services. Our goal is to help our members work toward achieving their financial goals for themselves and their families.
An Alliant Retirement and Investment Services Representative will first meet with you to evaluate your situation, offer recommendations and coordinate your investment and insurance choices.
You may want to tackle just one financial issue at a time, or you may be looking for help in managing your entire financial portfolio. We'll help develop a comprehensive financial roadmap that addresses all the relevant financial issues that you face, including:
Yes. Whether you are just beginning to save for retirement, getting ready to leave the workforce or already retired, our program has sophisticated planning software and a wide array of investment products that can help you fund the retirement of your dreams. We believe everybody has a unique vision of their retirement years and we help you manage your money to support that vision.
To set up a no-cost, no-obligation appointment, call one of our financial consultants today. Be sure to have any documentation available that will help the representative better understand your financial situation, such as account statements, tax forms and benefit information. If you're married, it's best that both you and your partner attend. Lastly, always have an open mind and a willingness to discuss the details of your situation.
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