Cetera Advisor Networks
MEFCU offers investment and insurance services to our members through Cetera Advisor Networks, LLC. Cetera is a leading broker/dealer providing a full range of financial services to individuals as well as employers throughout the United States. Cetera strongly emphasizes training and compliance, and adds an extra level of integrity that ultimately best serves the individual investor. We at MEFCU believe strongly in our members' financial security, and feel Cetera will provide you with sound financial counseling and direction.
Investments with Cetera Advisor Networks, LLC are:
Securities are offered through Cetera Advisor Networks, LLC, a registered broker/dealer and member of the FINRA/SIPC. Cetera is not an affiliate of this financial institution.
Investing in your future:
Martha Macken Elliott
I work with the members of Mayo Employees Federal Credit Union to help them identify and navigate their current financial situation, along with the financial events they will face in their lifetimes.
Together we will explore the financial alternatives available so you can make solid decisions about where and how you want to put your money to work.
Whether you are looking for investment ideas, retirement income, education savings, or small business planning, I can help you achieve your financial objectives – prudently and thoughtfully – through a long-term relationship with you based on trust. I will do this by following a process that offers a wealth of information, resources, consistent advice, products and services. A major part of our relationship will focus on communication to ensure that your program remains prudent for your situation.
When not working, you will see me with my husband Brian and our two young daughters boating or at sporting events.
To make an appointment, please call my assistant Michelle at (507) 293-8085, toll free at (800) 535-2129, or by e-mail at firstname.lastname@example.org I can also be reached by e-mail at email@example.com
My passion centers on working with families and helping them develop a unique financial management plan which could include Retirement Needs Analysis, IRA Management, Investment and Tax Strategies, Life Insurance, Long Term Care Insurance needs, College Planning and Estate Planning.
Over the last five years, I have developed a long-term financial management method to help my clients understand and work towards reaching their goals and dreams. The focus of my method:
I graduated from the University of Minnesota with a Bachelor of Science Degree in Applied Economics. When not working, I enjoy spending time with my family, cycling, golfing, and traveling.
You are invited to stop by my office for a complimentary consultation to help you determine the next steps to your successful financial future. Please call or e-mail my assistant Sarah Kramer at 507-293-8086, or toll free at 800-535-2129, or firstname.lastname@example.org to schedule an appointment. I can also be reached by e-mail at email@example.com. My office is conveniently located at 130 23rd Ave SW, Rochester, MN (Cascade Lake location) within the MEFCU office. I would also be happy to schedule a call with you if you are not in the Rochester area.
I look forward to meeting you!
As a Financial Advisor working with the members of Mayo Employees Federal Credit Union, my most important job is listening to you. We work together to gain an in-depth understanding of your individual or family’s financial goals and concerns. We’ll assess your current situation and develop a financial strategy that’s customized for you.
Working towards achieving one’s goals requires preparation and planning. My “lifetime of experience” gives me the unique advantage of knowing it’s never too late to plan for the future. I also know for sure, it’s never too early to plan for the future. The best time to take positive steps towards the life that you envision is now.
As our lives evolve, our goals and dreams, along with financial strategies, need to evolve as well. We’ll explore dynamic solutions for covering essential expenses, protecting your financial future, preparing for the unexpected, ensuring your lifestyle, planning for and living in retirement, and even leaving a legacy. Together, we’ll put you on a path towards financial confidence.
I have been a Financial Advisor for the past 6 years and so happy to be a part of the Rochester community. I am a graduate of the University of Minnesota where I met my husband Dave in a ballroom dance class! We have been married for 36 years and have two grown daughters who both live and work in Mankato, MN. Our two Pomeranians keep us constantly entertained, especially when we are boating on Lake Okoboji!
To make an appointment with me, please call 507-293-8086 or 800-535-2129 or email me at firstname.lastname@example.org. I look forward to hearing from you.
Michelle KennedyMichelle Kennedy is the Administrative Assistant in the Investment Services Department. She has over 16 years of experience in the financial field, with 9 of those years in investments.
Michelle started her career with Mayo Employees Federal Credit Union in 2006. Her registrations include Series 7 and 63 securities license and a Minnesota insurance license for life, accident and health. Michelle takes pride in multi-tasking and attention to detail.
To make an appointment with an Investment Advisor, please call Michelle at 507-293-8085, toll free at 800-535-2129, or e-mail her at email@example.com.
Sarah Kramer is an Administrative Assistant in the Investment Services Department. She has her Bachelor of Science Degree in Business and has over 11 years of experience in the financial field. Sarah started her career with Mayo Employees Federal Credit Union in 2011.
She is also available by e-mail at firstname.lastname@example.org.