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Meet the GFS Team

Front Row: Larry Wilson (LPL Registered Administrative Associate), Eileen Griffin (SVP of Wealth Management & Human Resources). Back Row: David Pettey (LPL Financial Consultant), Jeanette Fiore (LPL Financial Consultant), Andre Selfa (LPL Financial Consultant), Matthew Minter (LPL Financial Consultant).

Achieve your financial goals

At Gesa Credit Union, we're committed to helping our members achieve their financial goals! That's why we've formed a relationship with LPL Financial, a full-service broker-dealer and registered investment advisor.

Through LPL Financial, we offer a complimentary, no obligation consultation with a Financial Consultant, who will work with you to help you identify and work toward your long-term financial goals. Just call 509.378.3380 to make an appointment.

Why invest with us?

Gesa is continually seeking ways to better meet the financial needs of our members and add value to membership. Providing members with access to customized financial planning advice and investment services is just one of the many ways the credit union does just that!

All the financial tools you need, available through LPL Financial.

Products

  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities
  • Life Insurance
  • Long-Term Care
  • Advisory Accounts

Business Support

  • Key Person Insurance
  • Retirement Plans – 401(k), 403(b)
  • Financial Planning for Business
  • SEP and Simple IRAs
  • Life Insurance
  • Disability Income Insurance
  • Succession Planning

Services

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Trust Services

GFS Consultants

David V.C. Pettey
51 Gage Blvd., Richland, WA 99352
509.378.3382

David V.C. Pettey

LPL Financial Consultant

Jeanette Fiore
825 Goethals Drive, Richland, WA 99352
509.378.3383

Jeanette Fiore

LPL Financial Consultant

Andre Selfa
1355 W. Poplar Street, Walla Walla, WA 99362
509.524.4780

Andre Selfa

LPL Financial Consultant

Matthew Minter
1005 N. Wenatchee Ave., Wenatchee, WA 98801
509.378.3519

Matthew Minter

LPL Financial Consultant


Request an Appointment

Please enter your information below and select the type of financial planning you are interested in. We will follow up with you by phone to schedule your initial no-obligation consultation appointment and to collect any information necessary to create a consultation specific to your needs. For immediate assistance during business hours, please call 509.378.3380.

 
 
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Online Account Services

Online Account Viewing

We know our members are busy and because of that, we offer an online account view that allows our members to view their investment account any time.

Click here to visit LPL Account View

Financial Education

Gesa also offers complimentary seminars that are free and open to the public, so bring a friend! View our upcoming Financial Education seminar schedule here.

Questions?

For questions about any of these seminars or tools, please contact a Gesa Financial Consultant at 509.378.3380.


Notes

Securities and Financial Planning offered through LPL Financial. Insurance products offered through LPL Financial or its licensed affiliates. Member FINRA/SIPC. The investment products sold through LPL Financial are not insured Gesa Credit Union deposits and are not NCUA insured. These products are not obligations of Gesa Credit Union and are not endorsed, recommended or guaranteed by Gesa Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. LPL Financial and Gesa Credit Union are not affiliated.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WA, OR, CA, and NM.

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