Biren Patel serves as Vice President, Sr. Wealth Management Advisor at St. Mary’s Financial Services (SMFS), located at St. Mary’s Bank. He brings 7 years of investment services experience to this role.


As a CERTIFIED FINANCIAL PLANNER (CFP), Biren 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.


Biren guides St. Mary’s Bank members toward their financial goals through investment, estate, education and retirement planning. He offers a variety of investment solutions that include mutual funds, fixed annuities, variable annuities, and IRAs.
 

Michael Beck serves as Vice President, Wealth Management Advisor at St. Mary's Financial Services (SMFS), located at St. Mary's Bank. He brings over 25 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, and IRAs.
 

Chris Moore serves as Associate Wealth Advisor for St. Mary's Financial Services (SMFS), located at St. Mary's Bank. He is a registered representative with LPL Financial 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 enjoys finding ways to enhance his education and experience.