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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 COTTAGE GROVE, WI – Summit Credit Union, headquartered in the Village of Cottage Grove, has pledged a $100,000 grant to “The Next Chapter” Library Capital... Madison, Wisc. – Summit Credit Union, a member-owned financial cooperative, announced today that it is recognized, for the second consecutive year, as... SCOTTSDALE, Ariz., Dec. 31, 2024 /PRNewswire/ -- , a leading management and technology consultancy for banks, credit unions and fintech firms, has announced... Madison, Wisc. - StartingBlock Madison, the city's premier hub for startups and innovation, is proud to announce a continuing partnership with Summit Credit... Madison, Wisc. – Summit Credit Union, a member-owned financial cooperative, hosted its annual ShredFest on September 28. Held in partnership with the Better... Madison, Wisc. – Summit Credit Union, a member-owned financial cooperative, has been awarded on the Forbes list of America’s Best-In-State Credit Unions... Madison, Wisc. – Summit Credit Union, a member-owned financial cooperative, is again the top mortgage lender in the state of Wisconsin, according to data... MADISON, WIS. — May 28, 2024 – Since its announcement in 2020, The Center for Black Excellence and Culture (The Center) has encouraged Madison’s Black... MADISON, Wis. — Hannah Echols of Milwaukee, has just been revealed as the winner of Summit Credit Union’s Project Money Season 15. Along with three other...
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* The Wisconsin's #1 Mortgage Lender designation is based on the number of loans in 2023, gathered from the Home Mortgage Disclosure Act data compiled annually by the Consumer Financial Protection Bureau. The results of the data were obtained through the LEI: 254900NTAC4H10MGSU23 ** SBA Lender of the Year Award for Credit Unions as awarded by the Small Business Administration of Wisconsin in 2024. Copyright 2025 © Summit Credit Union. All rights reserved. If you are using a screen reader and are having problems using this website, please call 608-243-5000 for assistance. Insured by NCUA