Every Servus Credit Union advisor brings verified credentials, deep product knowledge, and a member-first approach to every conversation. Your financial goals shape the strategy—not commission incentives.
Jonathan Weiss, CFP, leads the wealth management division at Servus Credit Union with eighteen years of financial planning experience across credit unions and independent advisory firms. His team handles retirement income strategies, IRA rollovers and conversions, 401(k) guidance for members approaching retirement, and investment portfolio construction using low-cost index funds and managed account options available through the credit union's brokerage services. Initial consultations run ninety minutes—long enough to map your current financial position, retirement timeline, income needs, and risk tolerance.
The wealth management practice operates on a fiduciary standard. Advisors do not receive commissions for recommending specific investment products, and portfolio allocations reflect each member's stated goals rather than institutional sales targets. Annual portfolio reviews come standard with every advisory relationship, with more frequent check-ins available when markets shift or personal circumstances change. Jonathan's team also coordinates with members' CPAs and estate attorneys to align investment strategies with tax planning and legacy goals. For foundational financial literacy, members can review resources from university extension programs like Purdue Extension, which complement the personalized guidance available through Servus Credit Union advisors.
Rebecca Harmon, NMLS #782143, serves as senior mortgage loan officer at Servus Credit Union. Over fourteen years in mortgage origination, she has closed more than 900 home loans spanning conventional, FHA, VA, USDA, and jumbo products. Rebecca's approach centers on preparation: she reviews credit reports with members before applications begin, explains exactly which documents to gather, and outlines rate-lock timing strategy based on the member's closing timeline rather than the credit union's pipeline targets. First-time homebuyers receive a ninety-minute education session covering the full process from pre-approval to closing disclosure.
The consumer lending team handles auto loans, personal unsecured loans, and home equity lines of credit. Marcus Chen, a loan officer with ten years at the credit union, specializes in auto lending—new, used, and refinance—and maintains relationships with twenty-three local dealerships for streamlined member financing. His team processes most auto loan applications within four hours during business days. Personal loan officers including Denise Wallace and Tomás Reyes manage debt consolidation lending, medical expense financing, and home improvement loans with terms ranging from twelve to sixty months. Every loan officer at Servus Credit Union carries active NMLS registration and completes twenty hours of continuing education annually. For verification of licensing requirements, the National Credit Union Administration publishes regulatory standards that govern credit union lending practices.
Elena Vasquez manages the business banking relationship team at Servus Credit Union, overseeing treasury onboarding, cash management setup, and merchant services integration for business members. Her fifteen-year background includes commercial banking at regional institutions before she joined the credit union in 2018, drawn by the cooperative model that allows relationship managers to structure solutions around business needs rather than product quotas. Elena's team handles multi-user online banking access with role-based permissions, ACH batch processing setup, positive pay fraud prevention configuration, and payroll direct deposit integration.
The commercial lending group, led by Daniel Park, originates SBA 7(a) and 504 loans, commercial real estate acquisition financing, equipment term loans, and revolving business lines of credit. Daniel holds the Certified Commercial Lender designation and has underwritten more than $180 million in business credit across his career. His team evaluates deals on cash-flow fundamentals and local market conditions—not just automated credit scores. Business members with complex treasury needs work directly with both Elena's and Daniel's groups in a coordinated onboarding process that typically moves from application to fully operational accounts within ten business days. The credit union's business lending portfolio spans manufacturing, professional services, retail, and medical practices across the service area.
Each member of the Servus Credit Union advisory team brings a specific combination of certifications and domain expertise. Use this reference to match your needs with the right specialist.
| Advisor | Specialty | Credentials | Years Experience | Member Consultation |
|---|---|---|---|---|
| Jonathan Weiss | Retirement planning, investment strategy, estate coordination | CFP, Series 65 | 18 | Complimentary 90-minute initial session |
| Rebecca Harmon | Conventional, FHA, VA, jumbo mortgage origination | NMLS #782143 | 14 | Free pre-qualification, rate quote within 24 hours |
| Marcus Chen | Auto loans, dealer financing, vehicle refinance | NMLS #891256 | 10 | Applications processed within 4 business hours |
| Elena Vasquez | Business treasury, cash management, merchant services | CTP (Certified Treasury Professional) | 15 | On-site business review available |
| Daniel Park | SBA lending, commercial real estate, equipment financing | CCL (Certified Commercial Lender) | 16 | Term sheet within 3 business days of application |
| Denise Wallace | Personal loans, debt consolidation, home improvement financing | NMLS #634907 | 9 | Same-day approval on most applications |
When I sat down with Jonathan Weiss at Servus Credit Union to plan my retirement, I expected a thirty-minute sales pitch for expensive investment products. Instead, we spent over an hour mapping my Social Security claiming strategy, analyzing my 401(k) allocation, and building a withdrawal plan that stretched my savings five years further than I thought possible. No hard sell. Just clear math and a genuine focus on my outcome.
Servus Credit Union fields a multidisciplinary advisory team covering wealth management, mortgage lending, consumer lending, business banking, and commercial credit. Certified Financial Planners handle retirement planning, investment strategy, and estate coordination. NMLS-licensed mortgage loan officers originate conventional, FHA, VA, and jumbo home loans. Consumer lending specialists manage auto loans, personal unsecured loans, and home equity lines of credit. Certified Treasury Professionals guide business members through cash management, ACH setup, and merchant services integration. Certified Commercial Lenders underwrite SBA loans, commercial real estate financing, and equipment term loans. Every advisor completes ongoing professional education and carries the credentials relevant to their specialty.
Members schedule advisory consultations through three channels. Call (555) 234-5678 and request an appointment with the specific advisor or department matching your needs—wealth management, mortgage lending, or business banking. Send a secure message through the online banking portal with your preferred date range and the topic you want to discuss. Visit any Servus Credit Union branch and ask a member service representative to book an appointment with the appropriate specialist. Initial consultations for retirement planning and major loan discussions are complimentary for members. The scheduling team confirms appointments by email within one business day and sends a reminder twenty-four hours before the meeting. Virtual consultations via secure video conference are available for members who cannot visit a branch in person.
Every loan officer at Servus Credit Union carries active NMLS registration as a federally licensed mortgage loan originator. NMLS registration requires passing a national exam, completing twenty hours of pre-licensing education, and submitting to a federal background check including fingerprinting. Loan officers renew their registration annually with eight hours of continuing education covering federal lending laws, ethics, and product-specific training. Senior officers like Rebecca Harmon and Marcus Chen hold additional certifications: Certified Mortgage Banker designations through the Mortgage Bankers Association, VA and FHA specialist endorsements, and internal credit union certifications in jumbo loan underwriting. Business and commercial loan officers carry Certified Commercial Lender credentials plus SBA-specific training for 7(a) and 504 programs.
The wealth management team at Servus Credit Union provides comprehensive retirement planning services. Advisors analyze current retirement account balances across IRAs, 401(k)s, and taxable investment accounts, then project income streams under different claiming strategies and withdrawal rates. Services include IRA rollover assistance when members change jobs, Roth conversion analysis comparing current and future tax brackets, Social Security claiming optimization based on life expectancy and spousal benefits, and required minimum distribution planning for members approaching age 73. The advisory relationship operates on a fiduciary basis—recommendations must serve the member's best interest rather than generating product commissions. Annual portfolio reviews come standard, with mid-year check-ins available when markets experience significant volatility or personal circumstances shift.
Financial decisions carry long-term consequences, which is why Servus Credit Union ensures every advisor conversation starts with listening rather than selling. Schedule a consultation with a financial expert for retirement planning, mortgage pre-qualification, or business financing. Review loan options through mortgage loans, auto loans, and personal loans before meeting with an officer. Business owners can discuss business loans and commercial lending with Daniel Park's team. Explore checking accounts and savings accounts as the foundation of any financial plan.
Learn about the credit union's member-owned structure and how cooperative governance keeps advisory compensation aligned with member outcomes. Visit the knowledge base for self-paced guides on investment basics, loan qualification, and retirement calculators. For questions about account access and digital tools, see online access help. Read about security practices that protect your financial data. Reach contact support to schedule your first advisor appointment. Explore careers at Servus Credit Union on the advisory team.
Schedule a complimentary consultation with a Servus Credit Union financial advisor and get a plan built around your priorities, not product quotas.
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