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About Credit Union Financial Network

In January 2005, Credit Union Financial Network, LLC (CUFN) partnered with its first 4 credit unions to create a collaborative CUSO (Credit Union Service Organization); focusing on independent, quality advice in investment, insurance, business, and trust solutions. Our reputation for financial planning customization, local compliance adherence, non-proprietary products, and reliable support has assisted CUFN to grow 12 member partners serving over 500 thousand members. Our credit union partners generate over $50 million in annual sales while always maintaining control of their member relationships. We will work closely with you to educate your members, business partners, and their employees while assisting you recruit and manage your financial professionals, as well as train and educate your employee staff.  

Our Team:

Mike Prior - President / CEO
priorm@cufn.org

Debra Mobley - Operation Manager
mobleyd@cufn.org

Chris Doyle - OSJ / Compliance Manager
doylec@cufn.org

Sara Baker - Partner Service Manager
bakers@cufn.org

Doug Sattler - Retirement Plan Specialist
douglas,sattler@lpl.com

Justin Jolly - Compliance Ops Coordinator
jollyj@cufn.org

Our Board of Directors:

Dan Desmond, Chairman
TruWest Credit Union, President / CEO
www.truwest.org

Margaret Hunnicutt, Secretary / Treasurer
Tempe Schools Credit Union, President/ CEO
www.tscu.org

Harry Mateer, Director
Altier Credit Union, President/ CEO
www.altiercu.org

Steve Dunham, Director
Canyon State Credit Union, President/ CEO
www.canyonstatecu.org

Bob MacGregor, Director
Credit Union West, President/ CEO
www.cuwest.org

Robb Scott, Director
Deer Valley Credit Union, President/ CEO
www.dvcu.org

Nathanael Tarwasokono, Vice-Chariman
PIMA Federal Credit Union, President/ CEO
www.pimafcu.org

Vince McKee, Director
Pinal County Federal Credit Union, President/ CEO
www.pinalcountyfcu.org

Ray Lancaster, Director
Pyramid Credit Union, President/ CEO
www.pyramidcu.com

Joe Mirachi, Director
Tucson Old Pueblo Credit Union, President/ CEO
www.topcu.org

Robert Ramirez, Director
Vantage West Credit Union, President/ CEO
www.vwestcu.org
 

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

The Registered Representative(s) is/are registered representative(s) with, and securities and insurance products are offered through, LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Neither Credit Union Financial Network or its Credit Union partners are affiliates of LPL Financial.

Financial Plans that may be generated through Plan4Tomorrow.com should not be interpreted as investment advice or as an alternative for individual recommendations. LPL Financial does not endorse, or approve of, and is not affiliated with Plan4Tomorrow.com or the output associated with the service. LPL Financial does not give tax or legal advice. The output generated from Plan4Tomorrow.com may be used with your LPL Financial Registered Representative during the course of normal suitability analysis for security or insurance recommendations.

This site is designed for U.S. residents only. Please note that not all of the investments and services mentioned are available in every state.