Investments

A California native, Lolla grew up in the Sacramento area and attended College of the Redwoods majoring in Business Administration. She’s been in the financial services industry since 2013 after a long career in the retail bank as a Branch Manager and a District Manager. Lolla is licensed in: Series 7 (General Securities), Series 65 (NASAA Investment Advisers Law Examination), Series 63 (Uniform Securities Agent license, along with Life, Accident and Health Insurance as well as a Variable Contracts. In her free time, she enjoys traveling and spending time with her family.

Chris, our CFS Financial Consultant, offers his clients industry expertise and is committed to providing personalized full-service planning. He helps clients pursue their financial goals by providing a comprehensive assessment and assisting with services such as retirement planning, income distribution, tax-advantaged investments, fixed and variable annuities, rollover strategies and trust and estate planning strategies. "Since 2007, I have been working with clients to help them meet their financial goals. The first step in the process is to listen to the goals of each client. Next, we create a financial plan through communication and education. Once the plan is implemented, I monitor it while working closely with the client to make any necessary changes. My wife Jodi and I reside in La Quinta, Ca. with our two beautiful daughters, ages 17 and 15. Most weekends are spent traveling Southern California to their club soccer matches. When not attending a soccer match I enjoy running and helping coach baseball at the local high school."

Altura Credit Union is pleased to introduce you to Darren York, our CFS Financial Consultant. Darren is a licensed professional, trained to objectively analyze your insurance and investment needs in order to help you create a financial plan designed to meet your unique goals. "I have been helping members since 1999 and have been an advisor at Visterra Credit Union, now Altura Credit Union, since 2004. Specializing in retirement planning, I am dedicated to guiding my clients toward reaching their financial goals by understanding their needs, offering sound investment advice and providing a high level of personal service. Through regular updates and portfolio reviews, I can help you stay on top of your assets and help you manage your future." *By appointment only

Altura Credit Union is pleased to introduce you to Thoeurn Indy, our Senior CFS Financial Consultant.  Thoeurn is a licensed professional, trained to objectively analyze your insurance and investment needs in order to help you create a financial plan designed to meet your unique goals. “Client focused with individual attention. For the past 20 years, I have been helping clients prepare for their financial goals. I believe that the first step is to have a plan, that is why I work with my clients to develop a comprehensive financial plan to guide them in achieving their goals. I am a husband and proud father to three awesome girls. We have resided in the Inland Empire and serviced the community since 2006 and love being a part of this wonderful community. In our spare time, we love to travel and enjoy long road trips together." *By appointment only To set an appointment, contact my assistant Fe Obongen at C: 951.202.2479

As a financial advisor, Travis is here to help you reach your financial goals. He has spent the last nine years in the financial industry building relationships and offering tailored solutions to his clients. He is passionate about reviewing his client’s full financial picture and helping them succeed financially. He currently holds his series 6,7,63,66 and CA life insurance licenses. Travis likes to stay active in his community by volunteering with organizations such as Feeding America and Animal Friends of the Valley. In his free time, he enjoys spending time with his family.

Please welcome Ramon Baez to our So Cal team. Ramon has joined the Altura CU team of reps and will be covering the Murrieta branches. Ramon has at least 10 years in the financial industry and was most recently at Edward Jones as an FA. Ramon is from the Murrieta area, he’s married with two kids and enjoys training in Jiu Jitsu as well as marathon running. We are excited to have Ramon onboard and we expect many great things from him. Welcome to the team Ramon!!!