Meet Our Team

Ideal Wealth Advisors

Ideal Wealth Advisors offer retirement, insurance and investment services to our clients and their families. The Wealth Advisors Team consists of Craig Lundquist, VP of Wealth Management, Kristin Becker, Senior Administrative Assistant and Jozsef Hegedus, Associate Financial Advisor.

Craig Lundquist, MBA, ChFC®, CRPC®

VP of Wealth Management

Craig brings a great deal of related investment experience to the Ideal Wealth Advisors team. He has worked in the investment and insurance industry since 2003 and is committed to sharing his knowledge with Ideal Credit Union members.

Kristin Becker

Senior Administrative Assistant

Kristin Becker works alongside Craig Lundquist to provide expanded services and broader knowledge to clients. Together, Craig and Kristin will provide the experience and service needed to assist you in creating a financial plan that can help land you right where you want to be.

Jozsef Hegedus

Associate Financial Advisor

Jozsef has over 15 years of financial experience, bringing expertise in client management, risk assessment and financial planning. His strong communication and problem-solving skills address personalized financial strategies for every client.

Let us help

Ready to get started? Give us a call at 651-773-2876.