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Jack Crane

CERTIFIED FINANCIAL PLANNER™ (CFP®)
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Jack Crane is Vice President of St. Mary's Financial Services (SMFS), a division of St. Mary's Bank, and a representative of Infinex Investments, 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.

David Smith

Financial Consultant
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David P. Smith is Assistant Vice President of St. Mary's Financial Services (SMFS), a division of St. Mary's Bank, and a representative of Infinex Investments, Inc. He has approximately 30 years of experience in the financial services industry, specifically in investments services. Beginning in 1984 with 13 years devoted to the retail brokerage industry, lastly with Shearson Lehman Brothers, Inc. in Boston, MA, and the last 16 years on the investment side of the bank channel Smith will support the financial needs of the credit union members by providing access to non-traditional banking services including brokerage services and financial, estate, investment, retirement and education planning. David is a Certified Retirement Plan Consultant (CRPC) and holds Series 7, 24, 65, Life, Accident and Health licenses. Smith holds a bachelor of science in business administration from the University of New Hampshire in Durham and a certificate from the Cannon Financial Institute in Boston, Mass.

 


Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. St Mary’s Financial Services is a trade name of the credit union. Infinex and the credit union are not affiliated. Products and services made available through Infinex are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.