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Summit Credit Union Adds Associate Financial Advisors At Two Madison Branches

September 26, 2019 **MADISON, Wis.—**Summit Credit Union has added Travis Caswell and Isaac Morris as new Associate Financial Advisors through CUNA Brokerage Services, Inc. (CBSI). Caswell joins the member-owned cooperative as part of the financial advising team at Summit’s American Parkway branch while Morris joins the team at the Yellowstone Drive branch in Madison.An Oshkosh native, Caswell graduated from the University of Wisconsin-Oshkosh in May of 2018 with a degree in finance and minors in economics and risk management/insurance. He joined CBSI in September after working for a year as a financial advisor in Oshkosh.Caswell has advising experience in several financial planning areas, including retirement and legacy planning, higher education planning, protective insurance and more. He looks forward to building relationships with Summit members at the American Parkway branch while assisting them on the path to their financial goals.Morris has worked in the financial industry for almost a decade, bringing a wealth of experience in investment management, retirement and insurance planning. He spent the last year as an Associate Financial Advisor in Madison before joining CBSI last month.Originally from Pennsylvania, Morris graduated from Edinboro University with a degree in financial services and marketing and a minor in economics. He is excited to use his financial expertise to help members at Summit’s Yellowstone Drive branch reach their goals while preparing for the unexpected.To schedule a complimentary consultation, current or prospective members can contact Travis at or 608-243-5000 ext. 1043 and Isaac at or 608-243-5000 ext. 4358.Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI) member of FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-2727022.1-0919-1021 You might also be interested in Summit Credit Union shares simple ways to spot imposter scams, recognize warning signs and protect your money and personal information... Summit Credit Union earns a 2026 Woman-Led Top Workplace award for its strong leadership, employee experience and workplace culture... Summit Credit Union invests $1 million in the Live Local Development Fund to expand attainable housing in Jefferson County... Summit Credit Union retains its ranking as Wisconsin's #1 mortgage lender, helping more members achieve homeownership... Summit and TriUnity Foundation offer grants up to $10,000 for members facing terminal or life-threatening illness... Forbes named Summit Credit Union Wisconsin’s #1 credit union and one of America’s Best-In-State Credit Unions for 2026... Summit Credit Union named Top Workplace in Madison, Milwaukee, and U.S., recognized for strong culture, engagement, and employee benefits... Summit Credit Union helps Wisconsin families achieve homeownership with up to $10K in down payment assistance... Summit Credit Union’s President and CEO Kim Sponem was recently featured on the Women of Community Banking podcast...