Investment Team

We bring a wealth of experience to managing your wealth.

No matter your current age or future goals, it's important to make the right financial decisions. When you turn to TCU Investment Services for guidance, you'll get one-on-one help from professionals trained to help people just like you. Check the background of these investment professionals on FINRA's BrokerCheck.

Experienced team of professionals
Individual attention
Customized financial strategies

Northern Indiana and Michigan

Waylon Peterson, CFP®, President

Paul Schaefer, CFP®, CLU

DeAnna Scott

Steve Spivey, CFP®

Martin Terry

Jennifer Wagnerowski, CFP^®

Central Indiana

John Heinzinger, CFP®

Disclaimer

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. TCU Investment Services and Teachers Credit Union (TCU) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TCU Investment Services, and may also be employees of TCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TCU or TCU Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

Your Credit Union ("TCU") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay TCU for these referrals. This creates an incentive for TCU to make these referrals, resulting in a conflict of interest. TCU is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.