MADISON, Wis.—Summit Credit Union has added Travis Caswell and Isaac Morris as new Associate Financial Advisors through CUNA Brokerage Services, Inc. (CBSI).
Caswell joins the member-owned cooperative as part of the financial advising team at Summit’s American Parkway branch while Morris joins the team at the Yellowstone Drive branch in Madison.
An Oshkosh native, Caswell graduated from the University of Wisconsin-Oshkosh in May of 2018 with a degree in finance and minors in economics and risk management/insurance. He joined CBSI in September after working for a year as a financial advisor in Oshkosh.
Caswell has advising experience in several financial planning areas, including retirement and legacy planning, higher education planning, protective insurance and more. He looks forward to building relationships with Summit members at the American Parkway branch while assisting them on the path to their financial goals, the CU said.
Morris has worked in the financial industry for almost a decade, bringing a wealth of experience in investment management, retirement and insurance planning. He spent the last year as an Associate Financial Advisor in Madison before joining CBSI last month.