Leadership

David Sweitzer
Senior Vice President, Wealth Management

Biography

Mary Wong-Young

Mary Wong-Young
Vice President, Strategy, Planning & Marketing

Biography

 

 

CUNA Brokerage Services, Inc. (CBSI) has a singular focus: help credit unions to help their members achieve a more secure financial position.

We are the leading broker dealer serving credit unions and their members. Only CBSI provides the individualized consultative services, comprehensive training and back office commitment to truly partner with credit unions and advisors as they achieve greater success and productivity.

At CBSI we:

  • Conduct our business according to the highest ethical standards--with humility, honesty and sincerity.
  • Strive for continuous improvement and growth, both professionally and personally.
  • Have the experience no other broker dealer has to successfully collaborate with credit unions to ensure member satisfaction, program success and growth.
  • Invest in developing services benefiting credit unions, advisors and credit union members that are holistic and integrated.
  • Have an unmatched commitment to credit unions to help them achieve financial success as an integrated CUNA Mutual Group business partner.
  • Align our offerings with each credit union's larger operational and revenue generation needs.

Contact us today to find out more about what CBSI can do for you!

David Sweitzer
Senior Vice President, Wealth Management
CUNA Mutual Group

 
CBSI-1479668.1-0416-0518

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.