Investments and Retirement

Investments, Insurance & Financial Planning

When it comes to planning for your future and dealing with everything from college planning, retirement planning or even estate strategies, it can help to have someone who's experienced and knowledgeable to assist you along the way. The Member Wealth Management team works closely with our members to provide them with strategies that help with their unique situations.

Member Wealth Management Services Include:

  • Retirement and Income Strategies
  • Investment Analysis and Portfolio Allocation  
  • Wealth Transfer and Estate Planning Strategies

Investment Services Include:

  • Mutual Funds
  • Fixed and Variable Annuities
  • Traditional and Roth IRAs
  • 529 Plans (College Savings Plans)
  • Individual Stocks and Bonds
  • 401(k) and other retirement plans

Insurance Services Include:

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance

For more information about Member Wealth Management or to get started, please call 206.398.5500 to schedule an appointment.

Meet The Team

 

Ed Erickson

Ed Erickson
Financial Advisor

Ed Erickson has been a Financial Consultant for the past 14 years. He believes in dynamic financial planning. This approach can help ensure that when life changes happen, there is little or no impact on the family or individual. His mission and commitment are to help his clients create clarity, control, and confidence when making financial decisions. He moved to Seattle in 1996 to attend the University of Washington on a baseball scholarship, earning his undergraduate degree in Biology with a minor in business, then went on to get his Master's from Seattle Pacific University in 2005. He resides in Issaquah with his wife, Tiffany, of 15 years. Together, they are raising four children; three girls and one boy. in his spare time, golfing is his favorite past time.

Ed Erickson is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. (www.sipc.org | 701 5th Ave, Suite 1100, Seattle, WA 98104 | 206.346.3208)

Ed Erickson is licensed to sell insurance in Alaska, Florida, New Mexico, Oregon, and Washington; and securities in Alaska, Arizona, California, Nevada, North Carolina, Ohio, Oregon, Texas, and Washington. CA Insurance license #0J035579.

Anetta Dayhuff

Anetta Dayhuff
Client relationship manager

Anetta is your Client Relationship Manager assisting clients throughout their financial goals. Anetta has been in the financial industry since 2016 and is motivated by the impact financial planning creates in client's lives. She was born and raised in the beautiful town of Bozeman, Montana. Her passion and love for tennis granted her an athletic scholarship to Lewis-Clark State College in Lewiston, Idaho where she graduated with a Bachelor's of Arts degree in Business Administration and a minor in Spanish. She moved to the greater Seattle area in 2016. What attracted her was the diversity of a thriving, urban lifestyle with the ability to escape to the rural mountains, mirroring her home in Montana. She enjoys hiking, playing tennis, going to Mariner's games, and discovering the endless new adventures that Seattle offers.

DISCLOSURES

Products and Services are: NOT A CREDIT UNION DEPOSIT; NOT NCUA INSURED; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY; NOT GUARANTEED BY THE CREDIT UNION; MAY GO DOWN IN VALUE.

Securities, Investment Advisory and Financial Planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC: 222 Central Park Ave Suite 1100 Virginia Beach VA 23462 (757) 490-9041. Member Wealth Management and the Credit Unions are not a subsidiary or affiliate of MML Investors Services, LLC and affiliated companies. CRN202104-246823

States licensed to sell insurance: DC, DE, GA, MD, NC, NJ, OH, RI, TX, UT, VA, WA. States licensed to sell securities: DC, DE, GA, MD, NC, NJ, OH, RI, TX, UT, VA, WA

Member Wealth Management and Seattle Credit Union are not a subsidiary or affiliate of MML Investors Services, LLC and their affiliated companies.

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