UFCU Recognized For Top Production In Wealth Management With Pacesetter Awards

AUSTIN – May 10, 2023 — UFCU is proud to share its CUSO Financial Services (CFS)* Advisors earned four Pacesetter Awards** for their dedication to outstanding service and delivering superior investment services for Members in 2022. UFCU is Austin’s largest locally owned financial institution and manages $4.5 billion in total assets.

Presented by CFS^*/SPF, a national organization supporting credit unions and other financial institutions, the Pacesetter Awards recognize top registered financial advisors, from among the hundreds of CFS credit union and bank programs nationwide, for generating significant revenue while providing high-quality investment and retirement planning services to member clients.

A Gold Pacesetter Awards went to CFS^* Wealth Advisor Mark Spirk, MBA, CFP, marking his 11th consecutive year as a Gold Pacesetter winner. CFS* Wealth Advisor Michael Guthrie also received the Gold Pacesetter award for the ninth time. CFS* Wealth Advisor Rodney Nelson earned the organization’s Bronze Pacesetter award for the second year in a row.

In addition to the individual recognitions, the dedicated efforts of the entire CFS* team were recognized with a Gold Pacesetter award for the work done through the Investment Services Program.

“Our UFCU Investment Services team is a passionate group of individuals whose hard work exemplifies our commitment to serving all Members of our community,” said UFCU CEO and President Michael Crowl. “They deserve to be recognized for their knowledge and dedication, and I am proud of their work to help our Members achieve their financial goals.”

About UFCU
As a Member-owned, not-for-profit financial cooperative, UFCU is passionate about helping people and their Members improve their lives to create a financially healthy community. With more than 361,000 Members in Central Texas and Galveston County and total assets under management of $4.5 billion, UFCU offers a variety of products, services, and education programs to empower Members in achieving financial health.

* 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. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

** The awards recognize top registered financial advisors, from among the hundreds of CFS credit union and bank programs nationwide, for generating significant revenue while providing high quality investment and retirement planning services to member clients