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Man with a (Financial) Plan: Executives on the Move

Diamond Financial Planning Diamond Financial Planning

Adam Hartzell (left), financial advisor; Benn Smith (center), financial advisor; and Stephen Clark (right), financial consultant, all representatives of Diamond Financial Planning, a division of Diamond CU, Pottstown, Pa., were ranked in the top 10% for financial institutions with up to $650 million in deposits for the 2nd quarter of 2016, as reported by LPL Financial.

Mike DeFazio Mike DeFazio

Redwood CU, Santa Rosa, Calif., said Mike DeFazio, CFS Financial Advisor, earned the 2015 Gold Pacesetter Award at the CFS/SPF “No Boundaries!” 2016 Annual Conference, held in San Diego.

Christine Foster Christine Foster

Redwood CU, Santa Rosa, Calif., said Christine Foster, CFS Financial Advisor, earned the Silver Pacesetter Award, at the CFS/SPF “No Boundaries!” 2016 Annual Conference, held in San Diego.

Clark Matthiessen Clark Matthiessen

Redwood CU, Santa Rosa, Calif., said Clark Matthiessen, CFS Financial Advisor, earned the Silver Pacesetter Award, at the CFS/SPF “No Boundaries!” 2016 Annual Conference, held in San Diego.

Steven Kerston Steven Kerston

Redwood CU, Santa Rosa, Calif., said Steven Kerston, CFS Financial Representative, earned the Bronze Pacesetter Award at the CFS/SPF “No Boundaries!” 2016 Annual Conference, held in San Diego.

Ashley Kohlrus Ashley Kohlrus

Ashley Kohlrus, chief operations officer for Allegacy FCU, Winston-Salem, N.C., was honored with one of Winston-Salem Chamber’s 2016 Winston<40 Leadership Awards.

Ron Frey Ron Frey

CU Direct has appointed Ron Frey chief strategy officer-automotive solutions.

Sarah Jaeger Sarah Jaeger

Ideal CU, Woodbury, Minn., promoted Sarah Jaeger to branch manager of the new Stillwater office, which will open in late 2016.

Mark Levesque Mark Levesque

Jeanne D’Arc CU, Lowell, Mass., named Mark Levesque as AVP of technology operations.

Laura Carrion Laura Carrion

United FCU, St. Joseph, Mich., appointed Laura Carrion as manager at the Hacienda Plaza branch in Sparks, Nev.

Josh Whisenhunt Josh Whisenhunt

Oregon State CU, Corvallis, Ore., promoted Josh Whisenhunt to director of business services.

Kim Carson Kim Carson

Oregon State CU, Corvallis, Ore., promoted Kim Carson to assistant manager of business services.

Gene Novello Gene Novello

Teachers CU, South Bend, Ind., promoted Gene Novello to EVP and chief operating officer.

Beth Schaller Beth Schaller

SPIRE CU, Falcon Heights, Minn., named Beth Schaller as the Woodbury branch manager.