Meet Our Advisors : Suncoast Schools Federal Credit Union Retirement Accounts & Services

Meet Our Advisors

TRUST SERVICES

♦ Jeanette L. Croley, J.D., C.P.A., Trust Officer

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RETIREMENT & INVESTMENT SERVICES

Serving Pasco, Pinellas, Hernando, Citrus, and Sumter Counties

♦ David Evans, Sr. Financial Advisor

♦ Luke Sutter CFS®, Financial Advisor

♦ David White, Registered Representative

Serving Hillsborough, Manatee, and Hardee Counties

♦ Armando Rojas, Sr. Financial Advisor

♦ Doug Burt CRPC®, Sr. Financial Advisor

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♦ Ryan Lanning, Retirement & Investment Representative

Serving Charlotte, Lee, Hendry, and Collier Counties

♦ Jeffrey Bettermann, Sr. Financial Advisor

♦ Stephen Beach, Sr. Financial Advisor

SALES ASSISTANTS & ADMINISTRATIVE ASSISTANTS

♦ Debbie Tucker, Trust Administrative Assistant

(866) 300-9382 ext. 86728
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♦ Hope Hood, Operations Supervisor

(866) 300-9382 ext. 86734
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♦ Maggie Letchworth, Financial Services Assistant

(866) 300-9382 ext. 86726
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♦ Noemi Rivera, Financial Services Assistant

(866) 300-9382 ext. 86721
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♦ Laurel Lingle, Financial Services Assistant

(866) 300-9382 ext. 86725
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♦ Kathryn Voigt, Trust & Investment Coordinator

(866) 300-9382 ext. 86732
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♦ Donna Burnstein, Trust & Investment Coordinator

(866) 300-9382 ext. 86739
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Suncoast Trust & Investment Services is a marketing name used by Suncoast Schools Federal Credit Union. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. Trust services sold through MEMBERS Trust Company, Office of Comptroller of Currency. Not NCUA/NCUSIF/FDIC Insured, No Financial Institution Guarantee, May Lose Value. Not a Deposit of Any Financial Institution. CBSI is a registered broker/dealer in all fifty states of the United States of America.