KEMBA Financial Credit Union

Our Team

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Your committed partner for life

ABout Us

Your goals are our priority.

Managing your assets today and planning for your future requires a dedicated approach from experienced professionals. CFS Financial Advisors at KEMBA Wealth Management are passionate about serving you and helping you reach financial goals.
You'll benefit from competitive rates and exemplary service from a team that customizes solutions to fit your needs and remains available anytime to provide guidance and financial education. Through this long-term relationship, you'll be empowered to take control of your financial future.

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Getting to Know You

Our first step is to get to know you, your feelings towards investing, your current financial situation, and your goals.

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Creating Your Strategy

Your experienced advisor will create a personalized strategy based on your unique situation, goals, life stage, and appetite for risk.

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Keeping You on Track

Your advisor will help you continuously evaluate your decisions to ensure you stay on track and make adjustments as your needs change throughout various stages of life.

our team

Invested in you

Nick Rupert, a Financial Advisor on KEMBA's wealth management team.
Nick Rupert

Matt Lee smiling
Matthew Lee
Frank Sberna, a Financial Advisor on KEMBA's wealth management team.
Frank Sberna
A headshot of Derek Sears, a Financial Advisor at KEMBA FCU.
Derek Sears
A headshot of Del Duffy, CFP, a certified financial planner and financial advisor on KEMBA's wealth management team.
Del Duffy, CFP

Contact Us

Ready to discuss all your options? Fill out this form and we'll be in touch with you soon.

Let's connect.

Whether it's a question or you're ready to create a wealth management strategy, we want to hear from you.

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Become a Partner

Get expert guidance for life's biggest financial moments.

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