Delta Community Retirement & Investment Services
Meet our CERTIFIED FINANCIAL PLANNER™ professionals
At Delta Community Retirement & Investment Services, we treat each one of our clients as an individual. There is no one-size-fits-all plan. We realize that you have unique experiences with diverse needs, and we believe that every story matters. We want you to share your story with us. Our team of experienced financial advisors is here to help you make well-thought-out decisions when it comes to preparing for your financial future.
To schedule an appointment, or for more information, please email us at DCRIS@DeltaCommunityCU.com or call 404-677-4890. And to see a list of free financial education workshops presented by Delta Community Retirement & Investment Services, visit the Events page on our website.
Julie R. Bates, AIF®, CFP®, CAP®
Managing Director
David Rubin, AIF®, CFP®, ChFC®
Advisory Services Manager
Jeana Salman, AIF®, CFP®
Practice Manager and Wealth Advisor
David Casey, AIF®, CFP®
LPL Financial Advisor
Shaun M. Crawley, AIF®, CFP®, RICP®
LPL Financial Advisor
Dejah N. Gay, CFP®
Associate Wealth Advisor
Steven Gillespie, AIF®, CFP®
Wealth Advisor
Nickie Maia, AIF®, CFP®
Associate Wealth Advisor
Derek Mathison, AIF®, CFP®
LPL Financial Advisor
Milich Zecevic, AIF®, CFP®
Wealth Advisor
RICP® conferred by The American College
LPL Financial
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are 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. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states.
Securities and insurance offered through LPL or its affiliates are:
LPL Financial Form CRS
