Delta Community Retirement & Investment Services
Meet our CERTIFIED FINANCIAL PLANNER™ professionals
At Delta Community Retirement & Investment Services, we treat each one of our clients as an individual. There is no one-size-fits-all plan. We realize that you have unique experiences with diverse needs, and we believe that every story matters. We want you to share your story with us. Our team of experienced financial advisors is here to help you make well-thought-out decisions when it comes to preparing for your financial future.
To schedule an appointment, or for more information, please fill out our request form. You can also email us at DCRIS@DeltaCommunityCU.com or call 404-677-4890. And to see a list of free financial education workshops presented by Delta Community Retirement & Investment Services, visit the Events page on our website.
Julie R. Bates, AIF®, CFP®, CAP®
Managing Director
Martin Aspin, CFP®
LPL Associate Advisor
David Casey, AIF®, CFP®
LPL Financial Advisor
Shaun M. Crawley, AIF®, CFP®, RICP®
LPL Financial Advisor
Steven Gillespie, AIF®, CFP®
LPL Associate Advisor
Amy Henthorn-Powell, CFP®
Wealth Advisor
Derek Mathison, AIF®, CFP®
LPL Financial Advisor
Noah Reichert, AIF®, CFP®
Advisory Services Manager and Wealth Advisor
Jeana Salman, AIF®, CFP®
Practice Manager and Wealth Advisor
Serina Shyu, AIF®, CFP®
LPL Associate Advisor
Milich Zecevic, AIF®, CFP®
LPL Associate Advisor
RICP® conferred by The American College
LPL Financial
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states. Securities and insurance offered through LPL or its affiliates are:
