Investment & Retirement Services
The GCS Investment & Retirement Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
Contact David by email, or by phone at (618) 797-3670
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- Check the background of this investment professional on FINRA's BrokerCheck
Helping you reach your financial goals is David Chumley's number one objective. Working together, he'll help you make financial decisions consistent with your comfort level, investment time-line and goals. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically he'll review your situation and make adjustments as needed with you. It just makes sense - as your life changes, so do your financial needs, and David will be there for you at every stage of your life.
David has a strong history of working with credit union members, their family and their friends. He has access to a wide variety of investment and insurance products. Specifically, he can make sure you have answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
David has a Bachelors in Psychology from Hendrix College in Conway, Arkansas, a Bachelors in Medical Technology from the University of Arkansas Medical Sciences in Little Rock, Arkansas, and a Masters of Science in Health Care Administration from Trinity University in San Antonio, Texas.
He is a Board member of the American Lung Association of Missouri, Board member and secretary of the Baptist Foundation of Illinois, a member of the Belle-Scott Committee, and a member of the Rotary Club of O'Fallon.
David has been in the financial services industry for four years and has been investing for over thirty years. Prior to that, he was in a senior leadership position in in healthcare institutions in Tennessee, Texas, Illinois, Missouri, and Arkansas overseeing the successful operational and financial aspects of those organizations.
He is married to a southern Illinois lady, Claudia, and has a daughter, Lori, and a grandson, Shawn Michael. David enjoys running, playing golf, reading, coin collecting, traveling, college football and basketball, of course, he is a Cardinals and Blues fan.
Please contact GCS Investment & Retirement Services Financial Advisor, David Chumley, to schedule an appointment today!
- Phone: 618-797-3670
- Email: firstname.lastname@example.org
*GCS Investment & Retirement Services Advisors are registered representatives of CUNA Brokerage Services, Inc. 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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2137710.1-0618-0620