Meet the Team

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CFS* WEALTH ADVISORS

Ali Halilovic CFS Wealth Advisor 260.487.3347 ahalilovic@trfcu.org Visit my page

David Juras, ChFC CFS Wealth Advisor 260.487.3367 djuras@trfcu.org Visit my page

Josh Stultz CFS Wealth Advisor 260.487.3408 jstultz@trfcu.org Visit my page

Scott Bradtmiller, J.D. CFS Wealth Advisor 260.490.8328 x 3447 sbradtmiller@trfcu.org Visit my page

TRUSTS

Carl Schlutz CFS Program Manager 260.487.3347 cschlutz@trfcu.org Visit my page

SUPPORT

Jennie Clarke CFS Investment Coordinator 260.487.3327 jclarke@trfcu.org

Suzanne Heck CFS Financial Assistant 260.487.3348 sheck@trfcu.org

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/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 has contracted with CFS to make non-deposit investment products and services available to credit union members. ClearFuture Financial is a trade name for the investment & insurance products available at 3Rivers Federal Credit Union.