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Derek Lee, CERTIFIED FINANCIAL PLANNER®

Investment Representative
Serving EECU Member Investment Services, Armstrong, Clovis North, Old Town Clovis, and Perrin Offices

559-437-7715
559-451-0152

CA Insurance License #0I78167
EECU Member Investment Services
9515 N. SOMMERVILLE DR.
Fresno, CA 93720

Derek is an Investment Representative and currently holds Series 7, 63, and 65 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 in 2013 after completing his B.S. in Business Administration, with a marketing option, at California State University, Fresno.  Derek is a CERTIFIED FINANCIAL PLANNER® professional.

Derek’s goal is to implement his knowledge of the industry, analyze essential information of each credit union 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.

 

 
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Jason Nenadov

Investment Representative
Serving EECU Member Investment Services, Reedley, Visalia, Demaree (Visalia), Tulare, Hanford, Porterville, and Paso Robles branches

559-248-8057
559-638-0074

CA Insurance License #0H33761

EECU Member Investment Services
873 W. North Ave.
Reedley, CA 93654

Jason Nenadov currently holds his 7, 6, 63, & 65 securities licenses (held through LPL Financial) in addition to his CA life insurance license and Property & Casualty license.  He brings over 15 years of experience from the real estate industry – most recently as a real estate broker since 2013.  Jason received his undergraduate degree from The Master’s University, Santa Clarita CA.

Jason is committed to protecting and serving the needs of individuals as they plan for the future with a combination of investment and insurance solutions.  Whether it is establishing adequate savings to address immediate cash needs, building a retirement investment portfolio, creating a college savings plan, or managing financial protection with life insurance coverage, Jason is focused on helping credit union members build a confident future.

Outside of the office, Jason maintains an active life with three children, who are involved in school sports, camping with the family, dirt bike riding, and an avid Fresno State Bulldog fan.
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John Otto

Investment Representative - Chartered Financial Consultant ChFC®
Serving EECU Member Investment Services, Milburn and Valentine branches

559-248-8012
559-432-3576

CA Insurance License #0E03689
EECU Member Investment Services
3488 W. Shaw Ave.
Fresno, CA  93711

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.

 

 
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A. Kong Phimmachack, CERTIFIED FINANCIAL PLANNER®

Investment Representative
Serving EECU Member Investment Services, Clinton Way, Sanger, and Sunnyside 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 2005 after completing her B.S. in Business Administration, with a finance option focusing on financial planning, at California State University, Fresno.  Kong is a CERTIFIED FINANCIAL PLANNER® professional.

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.

 

 
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Gwen Rodriguez

Investment Representative
Serving EECU Member Investment Services, Selma, VanNess (Fresno), Demaree (Visalia), Madera and Merced branches

559-437-7843
559-451-0839

CA Insurance Lic. #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 30 years and entered the securities industry in 2001.  She is committed to helping credit union members understand the importance of investing for the future by creating custom, personalized strategies.

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

 

 
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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.

 

 

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.
 

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.
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Kristen Kerns

Administrative Associate

(559) 437-7816

EECU Member Investment Services

455 E. Barstow

Fresno, CA 93710

Kristen is an Administrative Associate and currently holds the Series 6 and 63 securities registrations through LPL Financial.  She joined EECU Member Investment Services in 2019.  She provides administrative support to Investment Representative, Bradley C. Towers and additional support to the EECU Member Investment Services team.  Kristen brings compassion, honesty, and an eagerness to assist clients with their investment needs.  Away from work, Kristen enjoys spending quality time with her family and friends.
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Lynette Tate

Administrative Associate

559-437-7946

Lynette Tate is an Administrative Associate, and she provides administrative support to a team of six investment representatives, who serve all EECU branch offices.  Lynette joined EECU Member Investment Services in 2015 and holds the Series 6 and 63 security registrations through LPL Financial.  She also has her California Life, Health, and P & C Insurance licenses, and is also a Notary Public.  Lynette is always delighted to assist members with their investment and retirement accounts. 

Office Address

2222 West Shaw
Fresno, California
93711 United States

 

The Investment Representatives at EECU Member Investment Services are registered representatives with, and securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates.  EECU and EECU Member Investment Services are not registered as a broker-dealer or investment advisor.  Registered Representatives of LPL offer products and services using EECU Member Investment Services, and may also be employees of EECU.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliated of EECU or EECU Member Investment Services.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

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