Our services include wealth management, tax consulting and compliance, 401(k) plan consulting and participant education, and credit union advisory—which focuses on partnering with credit unions to provide financial planning and financial education to members. To my knowledge, we are the only investment advisor in the country serving credit union members as a fiduciary—most are served by brokers who sell annuities. In December of 2021, I successfully defended my doctoral dissertation titled "Financial Literacy and Behavior in Credit Unions: An Exploration of Member Financial Literacy and Financial Behavior in the Credit Union Model." My firm's mission is to faithfully serve the financial p