Slide We Specialize in
Comprehensive Financial Planning
for Credit Union Executives
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We Have a Deep Knowledge of the Specialized Plans of the CU Movement

ACT Advisors has over 20 years’ experience providing investment management and financial planning services to credit union executives. Our team of advisors has specialized knowledge of your unique retirement plans—including 457B and collateral assignment split dollar. We believe in the ethics of credit unions, and many of our advisors have a credit union history.

We Help CU Executives Manage Complexity And Act Strategically

As a CU Exec, you have additional complexity not seen by other employees. We help you create a personal strategic financial plan that helps you manage that complexity over your lifetime. You have developed a strategic plan at your CU that allows you to react tactically to today's challenges; we help you do the same for your personal life.

Strategic Plans With Total Financial Review For You And Your C-Suite

During your total financial review, we will work together to help identify and mitigate areas of risk, analyze your investments, and chart a path toward your financial goals. Get the basics with our Analysis Only package. Or, upgrade to our Complete Package and experience fully customized implementation in your ecosystem.

CREDIT UNION EXECUTIVE RESOURCES

Videos Download the Guide: Watch: Countdown to Retirement Insights from CU CEOs Slide 2 Video and Guide Watch: Top 4 Ideas We are Sharing with Clients Right Now On Demand Webinar: Planning Strategies for CU Executives

MEET OUR TEAM

Doug English, CFP®
CERTIFIED FINANCIAL PLANNER™
Doug has been in the financial industry for more than 20 years with 18 years as a CERTIFIED FINANCIAL PLANNER™. Doug has an MBA in finance from RIT and has attended executive education classes at MIT and at YALE.

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Wes Johnson, CFP®
CERTIFIED FINANCIAL PLANNER™
Wes Johnson has been a Financial Planner for more than 15 years and is a CERTIFIED FINANCIAL PLANNER™ Practitioner. He graduated from UNC at Chapel Hill with a B.S. in Business Administration in 1996.

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James E. Gowan
Senior Credit Union Executive Consultant
Jim primarily helps credit unions looking to incorporate financial wellness strategies into their C-Suites. Jim has over 30 years experience in the CU industry.

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Pat Latta
Associate Wealth Advisor
With over 15 years in the financial services industry, Pat’s experience and knowledge make him a valuable resource for his clients. He specializes in retirement planning.

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Tim Mowrey, CFP®
CERTIFIED FINANCIAL PLANNER™
With over 25 years experience as a financial advisor, Tim's objective is to be the financial “family practitioner” for his clients by developing close relationships, and ensuring their long-term financial health.

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Paul Lloyd, CFP®
CERTIFIED FINANCIAL PLANNER™
Paul has been in the financial industry for more than 17 years with over 13 years as a CERTIFIED FINANCIAL PLANNER™. Paul works with advisors and clients to craft personal strategic financial plans.

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Our Mission
To enable our clients to pursue their dreams
through excellence in investment management,
world-class financial planning,
and compassionate engagement.