KEMBA Financial Credit Union

Life Stages
Services
Products
Resources
Our Team

Need help finding something? on tablet/mobile

Find A Location
Schedule an Appointment

KEMBA Financial

Need help finding something?

Common Searches
- Auto Loans
- Mortgage

KEMBA Financial Credit Union

Our Team

About Us

Meet the Team

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.

Getting to Know You

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

Creating Your Strategy

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

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

Patricia Ewing

Matthew Lee

Frank Sberna

Derek Sears

Del Duffy, CFP

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.

Indicates Required Field *

Leave me blank for Wealth Contact.

First Name *

Last Name *

Email *

Phone *

Your preferred method of contact *

Phone

Are you currently a member of KEMBA? *

Yes

Are you currently a client of KEMBA Retirement Planning & Investment Services, available through CFS? *

Yes

Reason for inquiry *

Schedule a one-on-one appointment

Discuss current relationship

Retirement services and planning

Financial management

Insurance solutions

Continue

Confirm you’re not a robot to submit.

Enter the characters you see*

Play Audio
Download Audio

Enter the characters you hear*

Audio Captcha Refresh Image Captcha Refresh

Captcha Answer

There was an error submitting the form.

Wealth Contact Form NoticeThis form requires Javascript be turned on for it to work. Please turn on Javascript and refresh the page if you would like to submit an online form. If you cannot turn on Javascript, we encourage you to contact your nearest branch location.

Thank you for your submission!

We will be in touch with you soon.

Become a Partner

Get expert guidance for life's biggest financial moments.

Schedule an Appointment

Nick Rupert

Financial Advisor

nrupert@kemba.org

614.729.1484

Request Appointment

Nick is a Financial Advisor at KEMBA Financial Credit Union. Prior to joining KEMBA, he served on FinTech startup LendKey Technologies Loan Analyst Team and U.S. Bank’s Commercial Banking Program. He currently holds Series 7 and 66 FINRA licenses and is securities registered in Ohio, Michigan, and Florida. Additionally, he is insurance licensed in the state of Ohio and Florida.

Nick earned a Bachelor of Science degree in Finance from Miami University in Oxford, Ohio. Nick is a lifelong resident of the Columbus, Ohio area and is committed to financial awareness and educational development of the community

Patricia Ewing

Program Assistant

pewing@kemba.org

614.729.1417

Request Appointment

Patricia has served many roles throughout her long- standing career in the financial services industry. She started off as back-office support for a BISYS and Citigroup Mutual Fund Transfer Agency and worked her way up through the ranks to service both client-facing and client-liaison support roles. Prior to joining the Wealth Management Team at KEMBA Financial as the Program Assistant, Patricia spent time with the JP Morgan Chase Assets Management group, where she worked with various broker-dealer channels providing invoice reconciliation solutions.

Matthew Lee

Financial Advisor
CUSO Financial Services, LP.

mlee@kemba.org

614.324.8329

Request Appointment

Matt has more than 33 years of Financial Services experience, with 8 years as Financial Advisor at KEMBA Financial Credit Union. He earned a Bachelor of Science in Business Administration, with majors in both Accounting and Finance, at Miami University in Oxford, Ohio. He holds multiple FINRA Licenses, including the Series 7 and 66 and is registered in many states. Matt is also licensed in Ohio to offer Life, Disability, and Long-Term Care Insurance.

Matt earned a BS in Business Administration, with majors in Accounting and Finance, from Miami University in Oxford, Ohio. He is securities registered in Ohio, Arizona, Florida, Michigan, North Carolina, Pennsylvania, Hawaii, and Virginia, and is licensed in Ohio to offer Life, Disability and Long-Term Care Insurance. He served the industry as a member of NASDAQ’s Quality of Markets Committee from 1996 – 2000, and holds several FINRA licenses, including the Series 4, 7, 9/10, 24, 55, 66. He now volunteers his time in our community through involvement in the Columbus Northern Lions Club, a non-profit charity, dedicated to many community and humanitarian programs.

Proudly serving Columbus, Whitehall, Clintonville, Westerville, Hilliard, Bellefontaine, Grove City, Reynoldsburg, Powell, Pickerington, and Gahanna.

Frank Sberna

Financial Advisor
CUSO Financial Services, LP.

fsberna@kemba.org

614.729.1304

Request Appointment

Frank has more than 30 years of Financial Services experience, with over 14 years at KEMBA Financial Credit Union. He earned a Bachelor of Science in Business Administration from Thomas More University in northern Kentucky. Frank holds Series 7 and 66 FINRA Licenses and is registered in Ohio and Florida. In addition, he is licensed to offer life, long-term care, and disability insurance in Ohio, Kentucky, and Florida.

Frank has a deep-rooted passion for helping others, and is committed to providing financial education. He is a longtime resident of Pickerington, Ohio and is married with two daughters.

Proudly serving Columbus, Whitehall, Clintonville, Westerville, Hilliard, Bellefontaine, Grove City, Reynoldsburg, Powell, Pickerington, and Gahanna.

Derek Sears

Program Manager and Financial Advisor
CUSO Financial Services, LP.

dsears@kemba.org

614.448.2197

Request Appointment

Derek is a Financial Advisor on KEMBA Financial Credit Union’s Wealth Management team, available through CUSO Financial Services, L.P. (“CFS”).* Derek holds Series 7 and 66 FINRA Licenses, along with his Ohio Insurance license for life and disability. He is currently securities licensed in Ohio and Wisconsin.

Derek’s journey to becoming a financial advisor, began with studying engineering at Ohio State. He then took an interest in entrepreneurship by conceiving and creating his own health and wellness business in 2008. He grew his business by attracting both private investments and acquiring city and government contracts, further expanding through partnerships with other companies in 2011. While managing and running the overall business, Derek discovered his passion for finance, prompting him to begin his financial services career with Huntington National Bank. Derek was a Manager with Huntington until 2012, when he became a branch manager at KEMBA Financial’s Clintonville location. While there, he quickly became a top performing manager. Following his passion for investments, he became a Financial Advisor in 2017.

Proudly serving Columbus, Whitehall, Clintonville, Westerville, Hilliard, Bellefontaine, Grove City, Reynoldsburg, Powell, Pickerington, and Gahanna.

Del Duffy, CFP

Certified Financial Planner™ and Financial Advisor
CUSO Financial Services, LP.

dduffy@kemba.org

614.729.1416

Request Appointment

Del Duffy has more than 20 years of Financial Services experience, with nearly half of that spent dedicated to Credit Union industry as a Financial Advisor. Prior to that, he served as a Branch Manager at both Fifth Third and Wells Fargo. Del is a graduate of Miami University in Oxford, Ohio and holds a Bachelor of Science degree with concentrations in Finance and Accounting. He is registered as a General Securities Representative and holds his Ohio insurance license. In 2011, Del completed the qualifications to earn the designation of CERTIFIED FINANCIAL PLANNER™ professional.

Proudly serving Columbus, Whitehall, Clintonville, Westerville, Hilliard, Bellefontaine, Grove City, Reynoldsburg, Powell, Pickerington, and Gahanna.

KEMBA Financial Credit Union

KEMBA Wealth Management, available through CUSO Financial Services, L.P. ("CFS"), is a team of financial advisors at KEMBA Financial Credit Union here to help you meet your financial and retirement goals.

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. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

KEMBA Financial Credit Union is committed to providing a website that is accessible to the widest possible audience in accordance with ADA standards and guidelines. We are actively working to increase accessibility and usability of our website to everyone. If you are using a screen reader or other auxiliary aid and are having problems using this website, please contact us at 800.282.6420. All products and services available on this website are available at all KEMBA branches or by calling 800.282.6420

Sitemap