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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 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... Summit welcomed thousands of members and their families to Warner Park for its annual Summit Fest, blending its official Annual Meeting of the Membership... Summit Credit Union names Mike McCoy Chief Commercial Officer to advance commercial banking and support Wisconsin businesses... With $87 million in member benefits, Summit Credit Union remains the nation’s #1 credit union for Return of the Member... Summit Credit Union partners with LOVB Madison Volleyball to empower women athletes and advance equity in sports and finance... Kim Sponem calls for equitable pay practices, warning that lifetime pay gaps leave women at greater risk of retirement insecurity... Summit Credit Union earns the #1 national Return of the Member ranking again, highlighting its strong member value and financial impact...