skip to main content

Download the St Mary’s Bank app on Google Play.

Dismiss

Contact a Financial Advisor

Jack Crane

Vice President, Senior Financial Advisor
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Read More

Jack Crane serves as Vice President, Senior Financial Advisor for St. Mary's Financial Services (SMFS), located at St. Mary's Bank, and a representative of CUNA Brokerage Services Inc. He has over 30 years of experience in the financial services industry, 15 of which are in investment services.


Jack is a CERTIFIED FINANCIAL PLANNER™ (CFP®), having met rigorous standards of competency and ethics. As a CFP®, he can offer advice on financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. As a CERTIFIED FINANCIAL PLANNER, Jack agrees to meet ongoing continuing education requirements and to uphold the CFP® Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.


Jack is able to offer a wide variety of investment products including: mutual funds, fixed annuities, variable annuities, individual stocks, bonds, and IRAs. Jack also has his Life, Accident and Health Insurance license, enabling him to offer Life Insurance.

Michael Beck, Financial Consultant

Michael Beck

Vice President, Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Read More

Michael Beck serves as Vice President, Wealth Management at St. Mary's Financial Services, (SMFS), located at St. Mary's Bank, and he brings 20 years of investment services experience to this role.


As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Michael meets rigorous standards of competency and ethics. He meets ongoing continuing education requirements and upholds the CFP® Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.


Michael guides St. Mary's Bank members toward their financial goals through estate, investment, education, and retirement planning. He offers a variety of investment products that include mutual funds, fixed annuities, variable annuities, individual stocks, bonds, and IRAs.


Michael also mentors other financial planners through CUNA Brokerage Services, Inc. and is a former member of their Senior Advisor Leadership Team.

 

Broker Check Logo
Check the background of these investment professionals on FINRA's BrokerCheck



Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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 States of America.

AdTrax Approval #FR-2017620.1-0218-0323