Wealth Advisor – AIF®
I am Brandi Walton, the wealth advisor and Accredited Investment Fiduciary® (AIF®) with WCCU Investment Consultants. I started my financial career in 1998 at WCCU Credit Union, with experience in both member service and lending departments. I later developed a passion for helping people, and in 2010, I accepted a position with WCCU Investment Consultants.
The experiences I have received while working for WCCU Credit Union have fueled me to help those in our communities. I focus on retirement planning and estate planning for individuals in the Southern Wisconsin area, but I also serve clients in Colorado, Illinois, Minnesota, and Arizona.
In 2020, I was awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary 360 (fi360). Fiduciary 360 is an organization offering training, tools, and resources to promote a culture of fiduciary responsibility and improve the decision-making processes of fiduciaries. The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
I am married, and my husband and I currently live in Richland County, Wisconsin. We have been blessed with two sons, one daughter, three dogs, and three cats. I enjoy supporting many local charities, including being the WCCU Credit Union’s Walk with G.R.A.C.E. Team Leader, being an active supporter, and working at the annual Richland County Dairy Breakfast, Richland County Fair Meat Animal Sale & Buyer’s Dinner, Ithaca School Fair Meat Animal Sale, and Ithaca Lions Club’s Annual Auction Fundraiser. When I am not donating my time to community projects, you will find me gardening, canning, hunting, and enjoying family dinners!
Financial Services Assistant
Hello, I’m Ben!
I am the financial services assistant to Brandi Walton here at WCCU Investment Consultants. I am originally from Oshkosh, Wisconsin, but my passion for nature and the outdoors has drawn me to the western part of the state. My interest in finance began while serving a retired couple in Vail, Colorado, where they told me, “You either play now and pay later, or pay now and play later, you be the judge.” This conversation created the desire to explore the financial field. It is my goal to help people and make a difference, and I feel I can accomplish this by working with people within the finance industry. I am currently pursuing my bachelor’s degree in finance with an emphasis in financial planning. My future goals are to transition into a client-facing role as an advisor. In my free time, I enjoy playing soccer, hiking, traveling, spending time with family, and spoiling my five nephews.