To help serve the wealth management needs of a membership that has continued to grow following a series of collaborative credit union mergers, Verve, a Credit Union, recently hired Katey Roskopf as Wealth Advisor at Verve Wealth Management.
Roskopf brings over 15 years of experience to the Verve Wealth Management Division, having previously served as a Private Client Advisor with JPMorgan Securities, where she specialized in financial analysis for her clients. In her new position, she will assist members in Verve’s eastern region with managed accounts, mutual funds, annuities and more.
“Katey’s knowledge of the industry and compassion for her clients are two attributes that we look for in wealth advisors,” said Larry Mroczkowski, head of the Wealth Management Division. “We’re very excited to be growing, and having Katey on board will help us deliver Verve’s high-quality service to even more members.”
According to Roskopf, Verve’s energetic, service-oriented culture makes the credit union an exciting place to work. “The atmosphere at Verve is always buzzing,” she said. “When you give team members a collaborative environment where they can reach their fullest potential, high-quality service happens naturally. I’m very excited to be part of the team.”
Roskopf will serve members primarily out of Verve’s Appleton location at 1435 Oneida Street but can meet with members in any of Verve’s branches. To make an appointment with Roskopf or any member of the Verve Wealth Management team, visit www.vervewealthmanagement.com or call 920.230.3054.
Founded in 1937, Verve, a Credit Union, is a member-owned, not-for-profit financial cooperative with more than $750 million in assets and serving over 58,000 members at 15 locations. Membership is open to anyone who lives, works or worships in 23 counties throughout Wisconsin and Minnesota and to employees of Kimberly-Clark Corp., Fox River Paper Co., the medical services industry and the immediate family of any current member.