Your Investment Team

Wealth Management Team*

Amy E. Irvine, CFP^®
Financial Advisor with RJFS
Amy has worked in the financial services industry for 16 years, including banking/trust companies and other financial services sponsors. She specializes in qualified retirement plans, IRAs, and holistic financial planning. Amy is licensed to offer Annuities, Long Term Care Insurance, including New York State Partnership, Life Insurance, Health & Accident Insurance, and Investment Services.

Michael P. Quattrini, CRPC, WMS
Wealth Management Specialist
Financial Advisor with RJFS
Mike has worked in the investment industry for 14 years, which began after 8 years as a controller of the Credit Union. He has been with the Credit Union for over 34 years. Mike specializes in Wealth Management and is licensed to offer Long Term Care Insurance, including New York State Partnership, Annuities, Life Insurance, Health & Accident Insurance, Investment Services, and Advisory Services.

Financial Advisor Team*

Michelle M. Ashworth
Financial Advisor with RJFS
Before entering into the financial services industry, Michelle worked 15 years as a manager at Alstom Transportation. She was also a self-employed financial planner. She is licensed to offer Annuities, Long Term Care Insurance, including New York State Partnership, Life, Health & Accident Insurance, and Investment Services.

Shawn M. Benedict
Financial Advisor with RJFS
Shawn lives in Savona, NY. He has a bachelors degree in financial services from SUNY Alfred. Shawn is licensed to offer Annuities, Long Term Care Insurance, including New York State Partnership, Life, Health & Accident Insurance, and Investment Services.

Denis J. Ingalls
Financial Advisor with RJFS
Denis is located in our Wilmington, NC office and has spent the last 11 years refining his focus, intensity and thoroughness in the financial services industry by integrating legal, tax, and a wealth preservation perspective to provide a complete financial plan. Denis is licensed to offer Annuities, Long Term Care Insurance, Life Insurance, and Investment Services.

James A. Nielsen
Financial Advisor with RJFS
Jim lives with his wife and two sons in Erin, NY. Prior to entering the financial services industry, he worked 12 years in the retail and customer service fields, with half of this time spent at the management level. He holds two associate of applied science degrees. Jim is licensed to offer Annuities, Long Term Care Insurance, Life, Health & Accident Insurance, and Investment Services.

Allen E. Smith
Financial Advisor with RJFS
Allen lives in Corning, NY. He holds a bachelors degree in Business Administration from the SUNY Buffalo School of Management with a concentration in Financial Analysis. Allen has worked for Corning Credit Union for 5 years and is licensed to offer Investment and Advisory Services. He is currently pursuing his license to offer Annuities, Long Term Care Insurance, including New York State Partnership, Life, Health & Accident Insurance.

Financial Planning

Sarah N. Dewing, CFP^®
Financial Advisor with RJFS
Sarah has worked in the financial services industry for the past 9 years. She focuses on designing and implementing wealth management and accumulation strategies that fit individual investment and retirement goals. She is licensed to offer Annuities, Long Term Care Insurance, Life, Health & Accident Insurance, and Investment Services.

Tax Planning

Rick O. Beals, CPA
Senior Tax Advisor with CCU Tax Services, LLC**
Rick has worked in the accounting and tax industries for 29 years. Before joining the Credit Union in 2006, he was a partner in a CPA firm for 12 years. Rick is licensed in the State of New York as a Certified Public Accountant and specializes in income tax planning and preparation for individuals and businesses.

Operations Team

Kristin Harrington, Registered Operations Associate
Lisa Little, Registered Operations Associate
Eddy Lowe, Registered Operations Associate
Tera Smithmen, Administrative Assistant
Kristin Vine-O'Dell, Operations Assistant

*In order to most effectively assist our members with their investment products and services, we have two teams of advisors. Our Financial Advisor Team assists members with investments up to $500,000 and our Wealth Management Team assists members with investments over $500,000.

**Tax services provided by CCU Tax Services, LLC, an affiliate of Corning Credit Union.