Financial Advisors
- One-on-one consultations
- Access to brokerage services
- No-cost financial checkup
Put our experience and expertise to work for you.
Our financial advisors have some really impressive credentials. But most of all, they're good listeners. They look forward to hearing all about your goals and helping you find ways to achieve them.
Planning to take care of yourself, now and later, and your loved ones if things go wrong, can be daunting. Let our experienced team provide you with important insights and planning help.
Our Financial Advisors take the time to learn about your goals, lay out your options, and work with you on a step-by-step plan that aligns with your resources and risk tolerance levels. Our Advisors are standing by and ready to provide you with one-on-one retirement preparation, life insurance, investment guidance and any other financial planning you might require - even to answer a simple question.
Contact any of our Financial Advisors today.
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.
- Serving Greensboro, Winston-Salem, and Central NC
- Office phone: 336.662.6262
- Mobile phone: 336.455.2392
- Email: MLopresti@SummitCU.org
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.
- Serving Hickory, High Point, and Western NC
- Office phone: 336.662.6230
- Mobile phone: 336.413.0434
- Email: KristoforE@SummitCU.org
Andre Williams
Andre Williams is our local Financial Advisor with experience since 2003. He has successfully completed the FINRA-sponsored Series 7 and 65 securities examinations. Andre works in our Raleigh Branch, Monday through Friday, and is available for appointments at the Branch, your worksite, or other locations of Summit Credit Union.
“I am passionate about helping members build and preserve wealth through retirement income planning, income tax and estate tax planning, and transferring wealth to heirs”.
- Serving Oxford, Raleigh, and Eastern NC
- Office phone: 919.571.0767 ext. 6464
- Mobile phone: 919.247.0969
- Email: AndreW@SummitCU.org
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.
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