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Financial Solutions History

In the summer of 1999, Pioneer Credit Union founded Financial Solutions in order to better serve the various and ever changing needs of their membership base and allow them the opportunity to open investment accounts within the credit union. To represent the Credit Union's strong belief in membership advocacy, the name “Financial Solutions” was chosen. The name emphasizes that we are doing much more than just offering a product; rather, we are providing solutions to each member's unique financial concerns and needs.

With the merger of Pioneer Credit Union and Capital Credit Union in the summer of 2014, Financial Solutions changed brokerage firms to LPL Financial and also updated their name to Financial Solutions @ Capital Credit Union. 

Brad Roethlisberger, ChFC was the only associate in Financial Solutions @ Capital Credit Union until the addition of an Assistant position in 2002. As the word spread among the members of Capital Credit Union, Brad found the need to add yet again. He would bring on Noe Smart in 2016 and Dana McVey in 2017 as Investment Representatives. 

Check out our Associates page to learn more about each current member of Financial Solutions @ Capital Credit Union.