Zach Michael joins Community First investment team

Published Thursday, June 23, 2022

Zach Michael has joined Community First Financial Advisors as a registered financial advisor serving members of Community First Credit Union through CUSO Financial Services, LP (CFS).*

With Community First Financial Advisors, Zach will provide comprehensive financial planning, IRA solutions, 401(k) rollover options and retirement income planning using his 14 years of financial services industry experience as a trusted partner to member-owners.

An Appleton native, he graduated from Lawrence University and started his career as a Relationship Banker at JP Morgan Chase in 2011. After three years, he became a Premier Banker with BMO Harris Bank before rejoining Chase in June 2018 as a Licensed Private Client Banker.

Zach lives in West De Pere with his wife, Kayla, and their three children.

Community First Credit Union is a member-owned financial cooperative with over $5.1 billion in assets and 25 full-service branches. CFCU’s 575 employees deliver financial, investment and insurance services to more than 150,000 member-owners throughout Northeastern Wisconsin.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not a deposit or guarantee of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Community First Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Top