Schedule an Appointment with Tommy DeGraw
Tommy focuses on helping members build and protect their wealth. He specializes in retirement planning and investment diversification. He holds series 7, series 66, and California insurance licenses.
Using his five step process, he provides individually tailored wealth management solutions to help members reach their financial goals.
In his free time, he loves spending time with his family, reading and fishing. He also enjoys the occasional home improvement project.
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 guarantees or obligations of the Credit Union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to Credit Union members.