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Wealth Management

Let's bring your financial future into focus.

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The right team at the right time

Everyone’s life journey is unique, so we make thoughtful recommendations tailored to help you achieve your financial goals. Our Wealth Management team has created a process to assist you to make timely decisions as your financial needs evolve.


Geoff Palenik CFP®
CFS Wealth Advisor

Alex Choi
CFS Operations Associate

Kevin Burns
CFS Wealth Advisor

McKensie Badal Headshot

McKensie Badal
CFS Associate Advisor

What's top of mind for you?

Let's plan for your financial future

Schedule your consultation


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.

For CUSO Financial Services, LP (“CFS”) Referral Disclosure, select here.

Closure Alert:

SkyOne branches will be closed, Monday, October 9th for SkyOne Crew Development Day. Click here to locate a surcharge-free ATM.