Wealth Management Advisors

Jeff has always been drawn towards working with numbers, so he’s happy to be in a career where every day he can help people understand and make better financial decisions. This drives Jeff’s entire approach to wealth management. He enjoys explaining complex investment concepts in easy-to-understand language, while making sure his clients understand what they own in their portfolios and why they own it. Jeff has worked within the credit union system since 1997 and at TCU Financial Group since 2018.

Diligent and responsible about investment planning, Jeff is glad to be working with TCU Financial Group, who is at the forefront of ESG (environmental, social and governance) investing. When he’s not at work, Jeff enjoys spending family time with his wife and kids. He also likes reading, camping and travelling.

Josie-Lyn plays an invaluable part of the Wealth Team, and it’s evident in the relationships she has built with clients and the team. She takes great care to learn about clients’ goals and collaborate with team members to respond to their needs. After work, you can find Josie-Lyn keeping active at the gym, reading, spending time with family and friends or walking her dog (when the weather is warm enough!). 

Sara has always taken a client-focused approach and finds nothing more satisfying than helping her clients plan their long-term financial goals while enjoying day-to-day financial well-being. Sara has worked in the financial industry since 2010. She began her career at TCU Financial Group in 2019 as an Account Manager, and her background in lending and investing has shaped her holistic approach to planning.

Her acumen for helping clients plan for retirement made her transition to the Wealth team in 2021 a natural one. She embodies credit union values by always putting members first and prioritizing their financial health.

When she’s not helping clients, Sara enjoys spending time at the lake, taking an annual fishing trip to Besnard Lake with her family, gardening and completing a variety of do-it-yourself home projects.

Judy has always enjoyed the relationship aspect of her job the most and is deeply committed to building relationships with her clients that support their financial well-being. She looks forward every day to learning about her clients’ values and priorities so she can build customized plans that will meet their unique goals and life plans. Judy started her investing career in 1996 when she became licensed to sell Mutual Funds, and joined TCU Financial Group in 2008.

Outside the office, Judy enjoys spending time with family and friends. She keeps busy around her home and garden, which comes naturally to her because of her farming background. She says there’s nothing more satisfying than pulling weeds—in life, in finances or in the garden.

If you have visited our Stonebridge location over the years, there is a good chance you will recognize Helen and her sparkling personality. Helen is often the first one to volunteer her invaluable assistance to help members and advisors alike. She is a people person through-and-through, and she has an uncanny ability to find solutions in almost every situation. Born and raised in Saskatchewan, Helen loves spending time outdoors and traveling.