SANTA ROSA, Calif.–Redwood Credit Union (RCU) announced that Mike DeFazio earned the 2016 Gold Pacesetter Award, while Clark Matthiessen earned the Silver Pacesetter Award, and Christine Foster, and Joseph Turfa each earned the Bronze Pacesetter Award at the “No Boundaries!” 2017 Annual Conference, recently hosted by CUSO Financial Services, LP (CFS) and Sorrento Pacific Financial LLC (SPF) in San Diego, Calif.
Affiliated with broker-dealer and registered investment advisor, CUSO Financial Services, LP, DeFazio, Matthiessen, Foster, and Turfa were recognized for being the top-producing registered representatives among hundreds of CFS and SPF credit union and bank programs across the country.
DeFazio joined RCU’s wealth management team in 2007, bringing more than 10 years of business and management experience. Matthiessen has been a financial advisor at RCU for 16 years. Foster has more than 24 years of experience in financial services and has been with RCU for 16 years. Turfa joined RCU’s wealth management team in 2009, bringing more than 15 years of retirement planning and investment expertise.
“We’re proud to see these advisors recognized for their accomplishments,” said Tom Hubert, senior vice president of wealth, auto and insurance services at RCU. “In a crowded industry, these individuals have differentiated themselves by focusing on Member needs and providing personalized service. They are an inspiration to all of us who strive for excellence in our profession.”