CERTIFIED FINANCIAL PLANNER™ (CFP®)
Jack Crane is Vice President of St. Mary's Financial Services (SMFS), a division of 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.
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 CUNA Brokerage Services 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 is registered to sell securities and also holds, 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.