Meet the Wings Opportunity Advisors.
We see your big picture — and all the opportunities along the way to enhance it. Our expertise allows us to get up close and personal with your finances to create the most successful future possible, filled with endless possibilities.
Ask an Opportunity Advisor.
On average, how much of my paycheck should go to retirement?
Averages work on paper, but not in real life – so I want to see you step forward from where you are. If you’re putting in 0%, let’s start with 2% and see how that feels. Six months later, maybe we can bump it up.
How do Wings advisors get paid?
First and foremost, we’re paid a salary by the Credit Union. We’re full-time employees (as well as members), with benefits and regular paychecks. The Credit Union did this so our members would feel comfortable coming in to meet with us, as we don’t need to sell high-commission products to put food on the table.
What is the advantage of a mutual fund?*
The advantage of a mutual fund is that you get professional management from a manager or multiple managers and a team of analysts that are researching stocks or bonds and determining when to buy or sell those securities.
I am thinking of switching my assets to Wings Financial Advisors. Why should I?
I generally recommend consolidating where possible, and there are a number of reasons why: to simplify by having a single company to work with versus several, to manage risk and reward better, and to potentially reduce fees.
Should I have stocks, bonds, or both?
As a general rule of thumb, the younger you are, the more you should have in stocks, then add bonds as you are approaching retirement.
Pleased to meet you!
Jeff Petronack, Wealth Advisor - CFP® RICP®
I love using my financial planning background to help ensure my clients are on track for retirement – and that I give them confidence knowing they can do the things they want later in life.
John Degelmann, Wealth Advisor - CIMA® CFP®
I’m an experienced financial advisor with over 25 years in the financial services industry. My practice is based on three core principles: fee transparency, asset allocation and knowing my customer.
Marc Kenville, Wealth Advisor - RICP®
I've been in this industry since 2008. All of my experience helps me focus on helping members with what matters: retirement planning and investment management.
Shane Irons, Wealth Advisor
My passion for financial advising comes from a desire to help people, get to know them, hear about their lives, and keep their best interests in mind.
Carissa Palm, Wealth Advisor - CRC® CRPC® CIMA® CFP®
My goal is to be a trusted, collaborative partner to Wings Credit Union's members.
Nathen Christensen, Wealth Advisor - RICP®
I'm passionate about helping members work toward their financial goals at every stage of life while also providing a sense of relief that they’re not going at it alone.
Chad Kappler, Financial Advisor
I started with Wings Financial Advisors five years ago to help people pursue their financial goals. One of my core beliefs is to put the member first and value each individual relationship.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Extra opportunities.
WFA Workshops
Take advantage of free workshops put on by Wings Financial Advisors. These workshops feature timely topics like retirement income planning, 401k options, Social Security decisions, and more.
BrokerCheck
This free tool researches brokers, advisors and firms. So you can ensure that you have the full picture of the professional you choose to work with for advice.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wings Financial Credit Union and Wings Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wings Financial Advisors, and may also be employees of Wings Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wings Financial Credit Union and Wings Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any Other Government Agency
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Not Credit Union Guaranteed
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Not Credit Union Deposits or Obligations
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May Lose Value
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.