Broker Check


No matter where you are in the United States, we are available to help you. We offer consultations over the phone, via video conferencing, or in person. Contact our team of experienced Financial Consultants (including consultants dedicated to working with members remotely) by visiting the Our Team page, or calling 800-328-1935 ext.8822 to schedule an appointment today. 

In addition to offering consultations over the phone, we have Financial Consultants available for in-person meetings at the following locations:


Los Angeles

Krystian Cieplucha

360 N. Pacific Coast Highway, Unit #2001B
El Segundo, CA 90245 

San Francisco

Bill Rossitto

611 Gateway Blvd, Suite 272
South San Francisco, CA 94080

San Francisco

Stephen Seewer & Kevin Rucker

1808 Wedemeyer Street, Suite 224
San Francisco, CA 94129 


Denver – Lakewood

Kim Kennedy, Malcolm Horn, CFP® & Brandon Wann

200 Union Blvd, Suite 200
Lakewood, CO 80228

Denver – Tech Center

Kim Kennedy, Malcolm Horn, CFP® & Brandon Wann

4600 South Syracuse, 9th Floor
Denver, CO 80237


Alliant Credit Union Headquarters

Thomas A. Davia, CFP®, Shaun B. Floresca, Joe Gaspari, Nicholas Hamilton

11545 West Touhy Avenue
Chicago, IL 60666