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Products and Services
Meet Our Financial Advisors
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Wes Garner, Financial Advisor
Wes has been serving TDECU Investments as a financial advisor since 2005. He has recently earned the Chartered Retirement Planning Counselor (CRPC)* designation and is excited about helping TDECU members plan for the retirement of their dreams. Wes would like to welcome Associate Financial Advisors Bethany N. Davis and Shalako McGinnis as the newest members of his team serving Brazoria County and surrounding communities.
Contact: 979.299.0387 - 800.839.1154
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Lydia Mobley, Financial Advisor
Lydia is married to Darren and they have a son, Darren, Jr., and a grandson, Kamron. She has been in the financial services industry for the last 24 years and brings over 14 years of investment experience to the TDECU west market. Lydia will serve TDECU members in the Victoria, Hallettsville, and Cuero communities.
Contact: 361.576.6000 ext. 9630 - 800.839.1154
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Shalako McGinnis, Associate Financial Advisor
Shalako joined TDECU Investments in June and works out of the Angleton Branch. He has a Bachelors Degree in Business and has worked in the financial services industry for the past three years. Shalako is ready to help TDECU members make wise investments and enjoy a financially secure future. He is married to Stephanie and resides in Lake Jackson.
Contact: 979.238.8276
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Bethany N. Davis, Associate Financial Advisor
Bethany lives in Angleton and has worked for TDECU for five years. She joined the TDECU Investments team in 2006 and works in the Lake Jackson Branch. Bethany looks forward to helping TDECU members plan their financial future.
Contact: 979.299.0356
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For a suite of online financial tools designed especially for members of TDECU, visit the TDECU Investment Resource Center. The TDECU Investment Resource Center includes on-line securities trading, money management tools, financial calculators, access to insurance and other financial product information, an on-line financial library, and more.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.
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