SCU Retirement & Investment Services

Everyone faces important financial decisions through each stage of life. That’s why Scott Credit Union has collaborated with CUNA Brokerage Services, Inc. (CBSI) to help members achieve financial success.

Financial Guidance From Someone You Know

If you are a newly married young couple, parents planning for a child’s education, planning for retirement or changing jobs, our Financial Advisors Anna Kamp and Greg Gobble can help you navigate through the many decisions you need to make to reach your financial goals.

We can assist you with the following:

  • Wealth Management
  • Insurance Planning
  • 401(k) Planning
  • Retirement Planning
  • Estate Conservation
  • Investment Planning
  • Business Planning
  • Education Funding

The SCU Retirement & Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. With SCU Retirement & Investment Services, you will be working with a professional resource to help make sure your financial plans align with your goals. You have access to an experienced financial professional who cares about your future.

Meet Anna Kamp and Greg Gobble
Anna and Greg have a long track record of developing trusting, consultative relationships with their clients and helping them make sound financial decisions that are consistent with their risk tolerance, investment timeline and goals.
Anna Kamp

Anna Kamp, CRPC

Phone: (618) 381-7164

Anna has an 18-year history of working with credit union members, their family and their friends. Working together with you, Anna can create a customized plan to help achieve three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) the transfer of assets in the most advantageous manner.

 

Depending upon your unique family or business situation, your individualized plan may also include development of a trust or more in-depth estate planning, for which Anna has undergone advanced training.

 

Anna is a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. Anna is also a licensed representative of CMFG Life Insurance Company. To check the background of our investment professional, click here.

 

Anna’s Education

  • B.A., Business Administration with a Concentration in Finance, University of Illinois, 1999

Anna’s Career Highlights

  • Recipient of Women of Distinction Award 2009-Present
  • Life, Health and Annuity Licensed 18 years
  • FINRA Registered
Greg Gobble

Greg Gobble, CRPC

Phone: (618) 381-7204

Greg has a 28-year history of working with pre-retirees, retirees and business owners. Greg can create a customized plan to help achieve four key goals: 1) Wealth accumulation during your working years, 2) retirement income planning for security and independence in your retirement years, 3) protect strategies in the event of a chronic Illness or Long-term care event, and 4) efficient transfer of assets in your estate.

 

Depending upon your unique family or business situation, your individualized plan may also include development of a trust or more in-depth estate planning.

 

Greg is a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. Greg is also a licensed representative of CMFG Life insurance Company. To check the background of our investment professional, click here.

 

Greg’s Education

  • B.S. Bachelor of Science in Accounting, Illinois State University 1990

Greg’s Career Highlights

  • Life, Health, Annuity Licensed 28 year
  • FINRA Registered

Use the buttons below to ‘Schedule an Appointment’ or to contact SCU Investment & Retirement Services via email. If you prefer, you can call (618) 381-7176 to schedule a no-cost, no-obligation appointment to discuss your individual needs. Or, click here for more information about SCU Retirement & Investment Services.

 

* SCU Investment & Retirement Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Trust Services are provided through MEMBERS Trust Company. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2043061.1-0218-032 FR-2210597.1-0818-0920

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