Wealth Management

Geoff Palenik

Wealth Advisor, Program Manager

Education: Memphis College of Art, Certified for Financial Planning: CFP Coursework Series 7 & 66 Securities Licenses, California Life Agent

Bio: Since 1999, Geoff Palenik has been working in the financial industry with roles ranging from licensed banker, financial advisor to wealth advisor and program manager. Palenik established himself at many highly regarded financial institutions, including Wells Fargo and H&R Block, before joining the SkyOne team where he has been helping members with financial planning for over ten years. His areas of expertise are financial planning, investments, insurance, investment tax planning, estate planning, and federal employee benefits. In addition to his expertise in the financial industry, Palenik is a skilled painter and sculptor. Find his artwork at www.artpalenik.com.

Why are you passionate about what you do?

“Money is a tool that can allow people experiences that bring them joy, to care for themselves and those they love and contribute to the community they are a part of. Helping people make important decisions toward their own financial success means that I get to be part of all those good things in the world and that is why I am passionate about what I do.” -Geoff Palenik

Alex Choi

Licensed Operations & Practice Management Lead

Education: University of California, Los Angeles

Certifications: Series 7, 63, 65 Securities Licenses, California Life Agent

Bio: Alex Choi has been in the financial industry for nearly a decade, helping people achieve their financial goals at well-established institutions like AXA Equitable and CUSO Financial Services before joining the SkyOne team as a Licensed Operations & Practice Management Lead. His areas of expertise are client services, investments, insurance, investment tax planning, federal employee benefits, and operational support. In addition to his success in the financial industry, Choi enjoys golfing, reading true crime stories and aspires to create a non-profit for homeless animals.

Why are you passionate about what you do?

“Finance is an important aspect of any life and watching people achieve their financial goals is a big reason I am passionate about what I do. I also enjoy having conversations with every member and learning more about their experiences they gone through.” –Alex Choi

Kevin Burns

Wealth Advisor

Education: University of Connecticut, Bachelor’s in Psychology

Certifications: Series 7TO, SIE, 63, 65

Bio: With a robust financial backgroundfromnotable institutions like Northwestern Mutual, Thrivent Financial as well as Cuso Financial, Kevin Burns has established himself as a financial expert and he is ready to help you with your financial planning here at SkyOne. Burns’ financial expertise includes financial planning, investments, insurance, long-term care, investment tax-planning and federal employee benefits. In addition to his accomplishments in the financial industry, Burns won the MLS Cup with the Columbus Crew in 2008. Upon winning the championship with his crew, they visited the White House and met with President Barack Obama in 2008

Why are you passionate about what you do?

“You must gain control over your money or the lack of it will forever control you.” -Dave Ramsey

“The ability to help someone accomplish their life’s goals by giving holistic, comprehensive advisory services to help members make smart investment and financial decisions is an incredible feeling!” –Kevin Burns

Plan

Whether you need to save for retirement, put aside money for college tuition or are looking to make smart investments, we are here to help you with your financial planning.

Financial planning starts with the end in mind, so what are the financial goals you are looking to accomplish?

Our process:

First, during a complimentary and confidential meeting, we will learn all about you and help you decide on what goals you want to achieve.
Next, we will show you what your options are during a financial analysis and presentation.
We will formalize a plan that makes it easy to take action to achieve your goals and we will be there at every stage of the process.
Lastly, we will keep you on track by adjusting to your life changes.

Schedule a Meeting

Strategy

Investing is an important way that individuals build wealth. Giving your money a chance to work harder for you can make it easier to achieve your financial goals. Our process and professional advice helps our members be confident in making timely investment decisions.

We offer all of the same investment products you can get from a brokerage firm, an insurance company or a banking institution, the biggest difference is it comes with the care and consideration that you expect from your credit union.

Investments with growth potential and/or provide income
Full spectrum of low to high risk product choices
Tax efficient solutions—keep more of what you earn
Flexible stragtegies that adapt to your needs

Schedule a Meeting

Protect

Insurance is there to help you be prepared today for unexpected expenses that you may not be able to afford in the future. We offer life, and long-term care insurance, and will tailor the insurance recommendations to your needs. Our qualified, experienced professionals will provide you with the guidance on which insurance product and coverage is right for you.

Some of our insurance solutions include:

Permanent Life Insurance
Term Insurance
Hybrid Life Insurance
Long-Term Care Insurance

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Wealth Management

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OLB Important Scheduled Maintenance Alert:

Geoff Palenik

Wealth Advisor, Program Manager

Alex Choi

Licensed Operations & Practice Management Lead

Kevin Burns

Wealth Advisor

Plan

Strategy

Protect