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Empower Your Financial Savvy

Through our free workshops members learn practical tips on how to reach goals and improve their personal finances.

Protect your loved ones and safeguard your assets.

A well-rounded financial portfolio must include the appropriate amount and type of life insurance coverage. We're here to help you create a strategy. 

Planning for the future is an essential part of managing your finances. When it comes to life insurance, you can access solutions and sound advice through our partnership with Cambridge Investment Research, Inc. 

The right life insurance policy comes into play when you're taking care of family, preparing for long-term healthcare costs, and planning your estate. Policies can accumulate cash value while protecting your income and assets. We'll help you find the right policy with competitive coverage from one of multiple carriers. It's all part of our full-service financial planning approach. 

Schedule a no-cost, no-obligation appointment today. Contact the Financial Advisor below for your area.

We're here to guide you every step of the way.

Meet Our Financial Advisors

Kristofor Essex

Kris entered financial services in 1998 with Prudential, where he completed their Capstone Residency Program. He also worked with New England Financial before finding a home at Cambridge Investment Research. He is a long time North Carolina resident, Appalachian State graduate, and proud father of one. Kris advocates the planning and protection process, helping clients and members to navigate the financial world. He believes in bringing value to every relationship thru innovative case design, solutions, and strategies.

Marc Lopresti, CFP®

Marc Lopresti is a Certified Financial Planner (CFP®) practitioner. He received his Master of Business Administration in Finance from Pennsylvania State University and his bachelors in Quantitative Economics and Decisions Sciences from the University of California at San Diego. Marc’s mission is to work one-on-one with individuals, couples, and families to help manage risk, reduce income and estate tax, and distribute assets to their loved ones and favorite charities.

 

Summit Credit Union is a full-service financial institution with eight branches throughout North Carolina.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member of FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Summit Investment Solutions and Cambridge are not affiliated. Products offered through Cambridge: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Summit Credit Union, and may involve investment risk including possible loss of principal. Summit Credit Union has contracted with Cambridge to make non-deposit investment products and services available to credit union members.

Related Resources

Build Your Savings
Find or Request a Workshop
Avoid Fraudster Traps
Plan for What's Ahead

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