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Wealth Advisors

Helping You Pursue Your Financial Goals

Ideal Wealth Advisors have always been committed to providing access to products and services that bring Ideal Credit Union members closer to living their Ideal Life. We believe the Ideal Wealth Advisors do just that by offering retirement, insurance and investment services that can help you pursue your financial goals.

 


wealth advisors team photoKristin Becker, Senior Administrative Assistant, Craig Lundquist, Wealth Management Advisor and Richard Mathaus, Financial Consultant

Let Us Help

Whether you have one financial issue you want to tackle today or realize it’s time to put together a comprehensive financial strategy, Ideal Wealth Advisors will take the time to listen and learn about your unique situation.

Ready to get started? Schedule an appointment today!