IRC Advisors

bryan_roberts_Investment

Bryan Roberts CFP* CHFC

Credentials: 19 Years of Industry Experience (1998), All in same role as a financial advisor, 15 Years with American Heritage Investment and Retirement Center (2002) and with CUNA Brokerage Services (2002), CFP- Certified Financial Planner, CFP Board, Denver, Co (2006), ChFC- Chartered Financial Consultant, American College, Bryn Mawr, PA (2004)
Education: University of Delaware, BS Finance (1998) 
Branches: Carriage House and By Existing Member Client Introduction

Bryan is married to his spouse, Abby, and has three children, Cecilia, Watson, and Scarlett. He enjoys running, golf, and his children’s sporting activities.

 

 

Rick Whitmire CRPC**

Credentials: Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC, licensed representative of CMFG Life Insurance Company.
Education: CRPC Designation from the College of Financial Planning, Graduate work in Finance at Lehigh University, BA from Messiah College 
Branches: New Britain, Perkasie, Langhorne, Quakertown, Limerick

Rick lives in Pennsylvania with his wife and two children.

rick_whitmire

 

 

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Todd Lindenmouth CRPC**

Credentials: Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC, licensed representative of CMFG Life Insurance Company.
Education: BA, Delaware Valley University
Branches: Red Lion, Horsham, Rhawn St, Feasterville, Fairless Hills

Todd enjoys spending his free time with his wife, Christy, and dog, Chase. He is a Philadelphia sports fan and is working on improving his golf game.

 

 

Tim Quigley

Credentials: Registered representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC, licensed insurance representative of CMFG Life Insurance Company, registered in the following states: PA, NJ, DE, MD, VA, DC, OH, NC, SC, GA, FL, NY & MA
Branches: Market St, Bridge St, Bellmawr, NJ, Market East, South Street/CHOP, Cherry Hill, NJ, William Green Federal Building, CHOP/Main, Custom House, EPA, Spring Garden Street, NSA/Naval Supply Assembly, Hunting Park/Fox St, Roxborough 

Tim is an avid Philadelphia sports fan and enjoys golfing, traveling, and especially spending time with his 5 grandchildren.

tim_quigley

 

 

ben_schleicher_Investment

Ben Schleicher 

Credentials: 5th year at American Heritage Investment and Retirement center and 6th year in the industry. 
Education: Virginia Tech’s College of Engineering
Branches: Lansdale, East Norriton, King of Prussia, Stowe

Ben and his wife of 5 years have 2 adorable girls, Claire and Violet.

 

 

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FR-2392423.1-0119-0221
*The CFP® certification marks are not affiliated with CUNA Brokerage Service, Inc.
**CHARTERED RETIREMENT PLANNING COUNSELOR (SM) and CRPC® are registered service marks of the College for Financial Planning®.

American Heritage Investment & Retirement Center Advisors are registered representatives of CUNA Brokerage Service, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. 

CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United Stated of American.