Let's plan for life's changing moments.

Golden 1 Investment Services

Life can change on a dime.


At Golden 1 Investment Services, we develop personalized strategies to help our clients plan for life’s changing moments and chart a path toward your financial goals. These strategies are built through our collaborative, consultative process, in which we help you prioritize your goals and determine what is important to you. 

Best of all, you can stay right here at Golden 1 Credit Union to get quality investment services handled by people who care about you.

We'll help you plan for...

A new baby on the way

Pursuing a graduate degree

A new house for your family

Retirement

And So Much More!

Contact an Advisor

Find out more.


Meet Our Team


amber lassner photo

Amber Lassner, CRPC®

LPL Financial Advisor Associate

andrew fairbanks photo

Andrew Fairbanks

WMS℠

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Andrew Ketchum

LPL Financial Advisor Associate

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Anthony Lombardi, CFP®

LPL Financial Advisor

Daniel Dhillion photo

Daniel Dhillon, CFP®

LPL Financial Advisor

daniel huegi photo

Daniel Huegi

LPL Financial Advisor

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Darren Edge

LPL Financial Advisor Associate

frank lizotte

Frank Lizotte

LPL Financial Advisor

gary paul photo

Gary Paul, MBA, CFP®

LPL Financial Advisor

jason crowell photo

Jason Crowell, CFP®

LPL Financial Advisor

Joczan Chavez photo

Joczan Chavez

LPL Financial Advisor Associate

joshua summerhays photo

Joshua Summerhays, CFP®

LPL Financial Advisor

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Joy Maxfield

LPL Financial Advisor

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Kristopher Wilson

LPL Financial Advisor

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Kyle Monahan

LPL Financial Advisor Associate

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Lew H. Lemon

LPL Financial Advisor

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Matthew Perkins

LPL Financial Advisor Associate

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Rick Cavalla

LPL Financial Advisor

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Sally Louie

LPL Financial Advisor

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Senh Ly

LPL Financial Advisor

Simon Ye

Simon Yu Ye

LPL Financial Advisor Associate

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Steven Frith

LPL Financial Advisor

FINRA BrokerCheck


Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Broker Check logo

1 The LPL Financial registered representatives 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.

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. Golden1 Credit Union and Golden 1 Investment Services are not registered as broker-dealer or Investment advisor. Registered representatives of LPL offer products and services using Golden 1 Investment Services, and may also be employees of Golden 1 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Golden 1 Credit Union or Golden 1 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