Contact

Linda Galloway

Investment Representative
Serving EECU’s Perrin, Old Town Clovis and Clovis North branches

559-248-8057
559-433-8720

CA Insurance License #0808260
EECU Member Investment Services
9515 N. Sommerville
Fresno, CA  93720

Linda is an Investment Representative and a California licensed life insurance agent. She currently holds Series 7, 63, and 65 securities registrations held through LPL Financial, as well as California life and variable annuity licenses.  She has been with Educational Employees Credit Union since 1991 and actively helping people manage and invest their money for more than 25 years.

Linda’s strength is in identifying her clients’ goals and creating an investment strategy tailored to their individual needs.  She is eager to share her years of financial experience and knowledge with you to help create a successful investment plan.
 

John Otto

Investment Representative - Chartered Financial Consultant ChFC®
Serving EECU’s Valentine, Milburn, and Hanford branches

559-248-8012
559-432-3576

CA Insurance License #0E03689
EECU Member Investment Services
6745 N. Milburn
Fresno, CA  93722

John is an Investment Representative and currently holds Series 7, 63, and 65 securities registrations, held through LPL Financial.  John obtained a Chartered Financial Consultant designation and is a California licensed life insurance agent.  He entered the financial services industry in 2000 and has been an Investment Representative since 2002.  His primary focus is on retirement, educational, and tax-efficient* investing while providing clients with the knowledge necessary to make educated financial decisions.

John’s vision is to educate, serve, and provide trusted information to build long-term relationships with his clients.  Equally important is his mission to help clients achieve their financial goals through prudent information, and unparalleled service with the utmost integrity.

*Investors should consult a tax advisor professional before implementing any tax savings investment as John is not a Certified Public Accountant or tax advisor.

A. Kong Phimmachack

Investment Representative - CERTIFIED FINANCIAL PLANNER™ professional CFP®
Serving EECU’s Clinton Way, Reedley, Sunnyside and Visalia branches

559-248-8059
559-454-1618

CA Insurance License #0E82891
EECU Member Investment Services
5640 E. Kings Canyon
Fresno, CA 93727

Kong is a Investment Representative and a California licensed life insurance agent.  She currently holds Series 6 and 63 securities registrations held through LPL Financial.  Kong has been with Educational Employees Credit Union since 2000 and entered the investment industry in 2004 after completing her B.S. in Business Administration, with a finance option focusing on financial planning, at California State University, Fresno.  Kong earned the highly respected Certified Financial Planner™ designation and is an active member in the Financial Planning Association.

She is committed to developing and implementing investment strategies suitable for her clients’ investment objectives while helping them pursue their long-term goals.  Kong focuses on educating clients to help them work toward their retirement goals, wealth management, and asset allocation.
 

Bradley C. Towers

Investment Representative
Serving EECU’s Barstow branch

559-248-8058
559-241-7322

CA Insurance License #0765928
EECU Member Investment Services
455 E. Barstow
Fresno, CA 93710

Bradley is an Investment Representative and currently holds Series 7 and 24 securities registrations held through LPL Financial, and is a California licensed life insurance agent.  He has been in the securities industry since 1987, and is known for helping his clients understand the sometimes confusing world of investing.  His practice consists primarily of retirement and investment planning with an emphasis on 403(b), individual retirement accounts, and tax-advantage* investing.

Brad is a Fresno native and graduated from California State University, Fresno with a B.S. in Business Administration.  He continued his education at the London School of Economics and Political Science in London, England.  Brad joined EECU in 1997.

Outside of work, Brad is an avid outdoorsman and enjoys hiking, hunting, and fishing in the Sierras.

*Investors should consult a tax advisor professional before implementing any tax savings investment as Brad is not a Certified Public Accountant or tax advisor.

Gwen Rodriguez

Investment Representative
Serving EECU’s Selma Office

559-437-7843
559-451-0839

CA Insurance License #0F33805
EECU Member Investment Services
2222 W. Shaw Ave.
Fresno, CA 93711

Gwen is a Investment Representative and currently holds Series 6 and 63 securities registrations held through LPL Financial, and is a California licensed life insurance agent.  Gwen has been with Educational Employees Credit Union for over 22 years and entered the securities industry in 2001.  She is committed to helping members understand the importance of investing for the future by creating custom, personalized solutions.

Gwen brings a high level of professionalism, integrity, and commitment to each member relationship.  Plus, she assists the team by providing support in the day-to-day business management of the credit union’s investment program as its Investment Administrator.
 

Iva Goodwin

Administrative Associate

559-248-8032
559-241-7322

Iva is an Administrative Associate. She has been with EECU since 1988, while serving in the investment services industry since 1990. Iva provides administrative support to a team of six investment representatives, who serve all the credit union branch offices. In addition, she helps members with their financial transactions related to their investment and retirement accounts.

Derek Lee

Investment Representative
Serving EECU's Demaree, Madera, Merced, Tulare and Van Ness Offices

559-437-7715
559-451-0152

CA Insurance License #0I78167
EECU Member Investment Services
2222 W. Shaw Ave.
Fresno, CA 93711

Derek is an Investment Representative and currently holds Series 6 and 63 securities registrations, held through LPL Financial, as well as California life, health, and variable annuity licenses.  Derek has been in the financial industry since 2005.  In 2008, he joined Educational Employees Credit Union, and he entered the investment industry after completing his B.S. in Business Administration, with a marketing option, at California State University, Fresno.

Derek’s goal is to implement his knowledge of the industry, analyze essential information of each member, determine their long-term objectives, and customize an investment strategy that serves their needs.  In addition, he strives to provide extraordinary service and undeniable integrity while educating clients on how to make prudent financial decisions and invest for the long-term.

Tom Gray, SVP

Senior Vice President
Investment Program Manager

559-437-7828

Tom is the Member Investment & Insurance Services Program Manager for Educational Employees Credit Union.  He is a member of the credit union’s senior executive management team, and is responsible for five departments within the credit union. 

Tom has lived in the Fresno area for over 25 years.  He has been with Educational Employees Credit Union for over 11 years and has served as the Investment Program Manager since 2006.  Prior to joining EECU, he was in a management position for a large California-based winery for over 14 years.

Tom graduated from San Diego State University with his bachelor’s degree in business management and holds a Senior Professional in Human Resources (SPHR) designation.  Additionally, he is on the Credit Union Self-Insured Group board of directors.

Tom is committed to providing innovative solutions for meeting our members' investment needs and to support each investment team member to ensure we are providing the best member service possible.
 

Office Address

2222 West Shaw
Fresno, California
93711 United States

Branch locations and directions Click Here

Securities offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its Licensed affiliates.  Educational Employees Credit Union and EECU Member Investment Services are not a registered broker-dealer and is not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WA, OR, CA, NV, AZ, UT, ID, MT, WY, NM, TX, OK, SD, MN, IA, MO, AR, HI, MS, TN, KY, OH, PN, CT, MD, NC, SC, GA, FL, VA

Not NCUA Insured

May Lose Value

No Credit Union Guarantee

Not A Credit Union Deposit

Not Insured by Any Federal Government Agency

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