Investments

Canvas Advisors can help you achieve your financial goals by providing additional information about these investment and retirement products. They can assist you with any questions you may have.

Canvas Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.

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Contact us for a no-cost, no-obligation appointment with one of our Financial Advisors.

Elizabeth Aitchison

Financial Services Coordinator

Email: Elizabeth.Aitchison@cunamutual.com
Call: 303-639-2864

Ryan Bonnett

Financial Services Coordinator

Email: Ryan.Bonnett@cunamutual.com
Call: 303-639-2477

Meet Our Financial Advisors

Laraine Dickerson, CFP^®

Financial Advisor

Canvas Evans Branch
Call: 303-518-9673
Click here to email Laraine

Check the background of Laraine Dickerson on BrokerCheck® by FINRA

Aaron J. Haugland

Financial Advisor

Canvas Littleton Branch
Call: 303-639-2255
Click here to email Aaron

Check the background of Aaron J. Haugland on BrokerCheck® by FINRA

Brian Ruff

Financial Advisor

Canvas Boardwalk Branch
Call: 970-219-6059
Click here to email Brian

Check the background of Brian Ruff on BrokerCheck® by FINRA

Adam Allsop

Financial Advisor

Canvas Highlands Ranch Branch
Call: 303-518-2619
Click here to email Adam

Check the background of Adam Allsop on BrokerCheck® by FINRA

Rebecca Madden

Financial Advisor

Canvas Evans Branch
Call: 303-639-2731
Click here to email Rebecca

Check the background of Rebecca Madden on BrokerCheck® by FINRA

FINANCIAL PLANNING

Financial planning offers a comprehensive evaluation of your current and future financial state, whether you’re in college, building a family, ready to retire, or retired now.

RETIREMENT PLANNING

Get help determining retirement income goals and the actions and decisions necessary to achieve those goals, including identifying sources of income, estimating expenses, implementing a savings program, and managing assets.

COLLEGE PLANNING

Educational planning is the process of financially preparing for post-secondary education. An advisor can help you create an educational plan that will provide a map of you or your children’s future education and career goals.

TRUST & ESTATE CONSERVATION*

An advisor can help guide you and answer questions on estate conservation, and discuss the purpose of a trust and ramifications of carrying out your wishes.

The Canvas Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

Canvas Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. FR-2975973.1-0320-0422

Want to view all the fine print, visit our Disclosures web page.

The Canvas Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

*Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion regarding estate planning, please consult your attorney.