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Jack Crane, Financial Advisor, CERTIFIED FINANCIAL PLANNER™ (CFP®)

Jack Crane

Vice President, Senior Financial Professional
CERTIFIED FINANCIAL PLANNER™ (CFP®)
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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 Professional
CERTIFIED FINANCIAL PLANNER™ (CFP®)
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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.

Chris Moore, Associate Financial Professional

Christopher Moore

Associate Financial Professional
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Chris Moore serves as Associate Financial Professional for St. Mary's Financial Services (SMFS), located at St. Mary's Bank. He is a fully licensed Investment Advisor Representative with CUNA Brokerage Services Inc., and has worked in financial services since 2017.


Chris guides St. Mary's Bank members toward their financial goals through estate, investment, insurance, and retirement planning. He is able to offer a wide variety of investment products including mutual funds, fixed annuities, variable annuities, individual stocks, bonds, and IRAs. Chris also has his Life, Accident, and Health insurance licenses, enabling him to offer life insurance. Chris has worked closely with 401(k) and 403(B) plans for years and is very familiar with their rules and regulations.


Chris is currently studying to become a Certified Financial Planner (CFP) and will be completing his certification in the coming months.

Jim Brown, Wealth Management Professional

Jim Brown

Wealth Management Professional
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Jim Brown serves as Wealth Management Advisor for St. Mary’s Financial Services (SMFS), located at St. Mary’s Bank, and is a registered investment representative of CUNA Brokerage Services Inc. He has over 25 years of experience in the financial services industry, with greater than 15 years in investment services. Jim’s versatile financial advisory experience encompasses tenures in the banking, investment and insurance fields. His practical experience is supported by a Bachelor’s degree in Economics from Hamilton College and a certificate in financial planning from Kaplan Financial.


Jim carefully guides St. Mary’s Bank members toward their financial goals with a comprehensive planning approach including the areas of investment, insurance and estate planning. Utilizing his broad experience and in depth training, he is able to offer a wide array of investment products including mutual funds, fixed annuities, variable annuities and IRAs. Jim also has his Life, Accident, and Health insurance licenses, enabling him to offer life insurance. Over the years, Jim has worked very closely with small business owners, helping them establish business retirement plans for themselves and their employees including providing counsel on 401(k) and 403(B) plans as well as SEP-IRA’s.


A true believer in being active in the community we all share, Jim has recently served as a volunteer and Board member of a regional science center. Prior to that engagement, Jim was a volunteer and Board member of a regional emergency and homeless shelter. Jim is an outdoor and sports enthusiast with a passion for bicycling, kayaking, boating, golf and tennis. His interests also include travel, reading, and real estate. And he loves New Hampshire!

 
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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.

*St. Mary's Financial Services professionals are registered representatives of CUNA Brokerage Services, 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 States of America.

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