Your financial goals are unique to your situation and the advice and recommendations you receive should be as well.  As your Investment Advisor, Fred will take the time to understand your financial needs, your goals and objectives and your approach to risk so that the solutions proposed are tailor made for you.

Fred Dunn is an experienced Investment Advisor with more than thirty years in the financial services industry.  As a salaried Investment Advisor, Fred takes an investment planning approach to your financial goals, addressing your individual needs and objectives.

A former Senior Vice President with a major investment house, Fred offers his expertise to those members looking for investment advice and traditional brokerage services.  His experience is backed by a Bachelor of Commerce degree from Drake University in Des Moines, Iowa.

Leanne Mamchur is a dedicated financial planning professional who, through her personalized approach, helps members pinpoint their financial goals and works toward achieving them.  As a salaried Investment Advisor with Servus Wealth Strategies, Leanne provides unbiased advice and believes strongly in doing the right thing for her clients.  Whether you are a novice or an experienced investor looking to improve your portfolio, Leanne will provide a tailor made solution with a high service standard.

As a Certified Financial Planner and Chartered Financial Analyst, Leanne is committed to providing sound advice based on industry knowledge and extensive experience.

In addition to continually improving her financial education, Leanne also carries the Credit Union spirit in her involvement in the community through local events and non-for profit organizations.

Lorne Rosenberger

As a Certified Financial Planner, Lorne provides honest, straight forward financial advice to his clients. Many years of experience as an Investment Advisor with a major international investment firm, have given him the expertise to deal with your unique financial situation.

Whether you are a novice or an experienced individual looking to improve your portfolio, Lorne will provide the time, service and sound advice needed to tailor an approach to meet your investment needs and objectives. As an Advisor with Servus Wealth Strategies, Lorne provides unbiased advice so that any proposed solutions are in your best interest.

Originally from Edmonton, Lorne worked and traveled extensively around the globe before returning to the city he calls home.  When not working or spending time with his family, he can be found volunteering with Rotary International, Junior Achievement and other various community organizations.

Stan Penner

Stan Penner is an experienced investment professional who has been helping clients meet their investment goals since 1996. Stan has spent fifteen years in the financial services field and has been with Servus Credit Union since 2002. As a salaried Investment Advisor, Stan prepares investment plans, and designs and monitors portfolios for clients with a wide range of risk tolerances. As a Servus Wealth Strategies Investment Advisor, Stan is making his expertise available to members looking for investment advice and brokerage services.

Holding both the Chartered Financial Analyst and Certified Financial Planner designations, Stan has a strong commitment to personal education. Stan is also a Fellow of the Canadian Securities Institute. An Edmonton native, Stan holds a Bachelor of Commerce degree from the University of Alberta. He is active in the community and donates his time to assist the Glenrose Hospital Foundation. As well, he and his wife regularly participate in local events and charitable fundraisers.