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From left to right: Tom Coffin, LPL Financial Advisor; Karee Eliason, LPL Wealth Advisor; Jason Clapp, LPL Insurance Consultant; Gabe Barajas, LPL Wealth Advisor; Larry Wilson, Registered Administrative Associate; Matt Minter, LPL Wealth Advisor; and Eileen Griffin, Director of Wealth Management.

Pursue your financial goals

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

The Value of Advisory

Gesa Investment Services offers fee-based advice and portfolios that are flexible and adaptable enough to respond to a changing marketplace and global economic environment. Within the advisory platform our clients can take advantage of many benefits including:

  • Access to institutional money management: LPL Advisors are professional money managers who operate with a wide range of investment knowledge.
  • Fee Transparency: Fees are built into mutual funds, making it hard to see the cost breakdown for services. However, in advisory accounts, fees are clear and competitive.
  • Speed and Ongoing Account Monitoring: LPL Advisors are able to react quickly to changing financial factors that could potentially impact account performance.
  • Elimination of Reoccurring Trading Costs: Trading costs are covered by a one-time fee regardless of how much activity happens in the account.
  • Personal Service: Instead of spending time constructing portfolios, placing trades, and filling out paperwork, LPL Advisors spend their time with clients- providing advice and support in good times and in bad.

Providing access to financial planning advice and insurance products is one of the ways Gesa tries to meet the financial needs of our members. The LPL team at Gesa Credit Union can provide financial and retirement planning, investment programs and advice. Additionally, we have team members that can provide insurance products including life insurance, annuities, and long term care.

If you would like more information regarding the services offered by Gesa Investment Services, please complete the form below or call our main number at 509.378.3380. We look forward to being your life long financial partner!


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GIS Consultants

Image of Matthew Minter
Serving Tri-Cities and Wenatchee

Matthew Minter

LPL Wealth Advisor

Image of Karee Eliason
Serving Tri-Cities and Walla Walla

Karee Eliason

LPL Wealth Advisor

Image of Tom Coffin
Serving Moses Lake and the Spokane region

Tom Coffin

LPL Financial Advisor

Image of Gabe Barajas
Serving Tri-Cities and Yakima

Gabe Barajas

LPL Wealth Advisor

Image of Jason Clapp
Serving Tri-Cities

Jason Clapp

Insurance Consultant


Contact Us Today!

Please enter your information below and we will follow up with you by phone to schedule your appointment. 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

Questions?

Please contact us at 509.378.3380.


Notes

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. 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.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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