Investments and Retirement

SMCU has partnered with LPL Financial.

A long-term investment strategy is an important part of planning for your future. LPL Financial is able to offer sound, unbiased investment advice with your goals always at the heart of every recommendation.

View the Investment Services website here.

 

Why choose LPL Financial?

 

  • Your relationship with your Financial Advisor must be one of trust. We take a financial planning approach to each relationship, spending time getting to know you and what makes your situation unique.
  • Your goals and concerns are the primary drivers of our process. We design a proposal to pursue your financial objectives within the framework of your personal risk tolerance.
  • Communication enables you to make informed, confident decisions. Your questions will be answered, and your options will be explained in a clear and direct manner. We will remain a resource for you whenever questions on financial matters arise. 
  • Change happens. We'll be there. Regular reviews keep your plan ready for today and responsive to new situations when they emerge.
  • You deserve our best. We are committed to the highest levels of service, ethics, and professionalism. Our broad experience and continuing pursuit of knowledge are at your service. 

 

Start your future today!

 

Puget Sound's Changing Real Estate Market: What You Need To Know

 

Event is Sponsored by: Bruce Brundige MSFS, CEP®, CFS, and Andy Vernon, Regional Vice President, John Hancock Investments

 

Speaker: Casey Bui, MPA, Managing Broker at Rockwell Realty

 

RSVP: invest@smcu.com or 206-398-5707

Our Services

 

• Asset Management
• Investment Advisory Services
• IRA, 401(k) & 457 Rollover Strategies
• Retirement Income Planning
• Educational Savings Programs
• Estate Planning & Wealth Transfer
• Life and Long-Term Care Insurance
• Specialists in City of Seattle Pension & Deferred Compensation Plans

Meet The Team

 

Bruce Brundige

Bruce Brundige, MSFS, CEP®, CFS
Financial Consultant

Bruce Brundige specializes in preparing clients for their future through asset management, retirement income planning and wealth transfer. Bruce holds a Master of Science degree in Financial Services and a Bachelor of Science degree in Business Management. He is a Certified Estate Planner and a Certified Income Specialist , among other designations.

Bruce launched his career as a Financial Consultant in 1988. Since 1995 he has been located at the Seattle Metropolitan Credit Union. He has frequently been an invited speaker on the topic of retirement planning for local businesses and departments within the City of Seattle, including the City of Seattle Retirement Office.

As long-time residents of the Seattle area, Bruce and his family share a deep commitment to their community. Bruce serves on the Board of Trustees of The Wing Luke Asian Museum and on the Finance Committee of Nikkei Concerns, a non-profit organization providing elder care services.

Alan Hensley

Alan Hensley
Financial Consultant

Alan Hensley is focused on developing personalized investment strategies that seek to help his clients build and preserve wealth. His expertise includes asset management, retirement planning, fixed income investments and insurance strategies.

Alan began his career in financial services in 2005. After graduating from the University of Washington with a B.A. in International Economics, he accepted a position as a Personal Banker. Alan joined our team in 2011 and has been an invaluable source of information and perspective.

A life-long resident of the greater Seattle area, Alan is an avid outdoor recreationalist and sports enthusiast, but mostly Alan enjoys spending time with his wife and daughter.

Wendy Lee Connors

Wendy Lee Connors, PhD, APMA®
Operations Manager

Wendy Lee Connors joined the team in 2009. As Operations Manager, her responsibilities range from being a resource from clients to managing compliance and administration. Wendy is an important contributor to product research, financial planning, and portfolio management.

Wendy brings a wide range of experience to the team. Her educational backgrounds is in the natural sciences, having earned her PhD in Chemistry from UW in 2000. After several years as a research scientist and small business owner, she seized an opportunity to work in investment services in 2008.

Wendy, her husband and two dogs live in Seattle and spend most of their free time at the dog park or restoring their 1924 Craftsman-style home.

 

DISCLOSURES

The LPL Financial registered representatives associated with this page may only discuss or transact business with residents of WA, OR, CA, ID, NV, NM, MT, OH, HI, AZ.

Securities, Asset Management and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Insurance products offered through LPL Financial and its licensed affiliates.
Financial Planning offered through Financial Advocates Advisory Services, a Registered Investment Advisor.
Financial Advocates Advisory Services and SMCU are separate entities from LPL Financial.
Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial.

Not NCUA Insured, Not Credit Union Guaranteed, May Lose Value

Rates

 

Auto Loans as low as*

 

1.49%APR

Certificates as high as*

 

1.00%APY

Checking as high as*

 

6.14%APY

Credit Cards as low as*

 

6.99%APR