Roth and Traditional IRAs
We'll help you determine how these retirement accounts may lower your taxes now and let your money potentially grow without tax until you use it.
Mutual Funds
Mutual funds offer options for all investor styles but come with risk. Find out how you can combine your money into a diversified portfolio managed by professionals.
Life Insurance
Life insurance provides financial protection for your loved ones. Our advisors can help you choose from various types, such as Term, Whole Life, and Universal.
Lynelle Clark, CRPC®
I joined Red Canoe Financial Group in 2016, but I’ve been providing financial services to credit union members since 2006.
I love providing direction and clarity when a client needs help planning for a new financial goal or is facing an unforeseen challenge. Moving through the different financial phases of life can be intimidating, but together we can work to ease that anxiety by creating a smart financial plan. Sharing in the joy and excitement that comes with working toward your financial goals is one of the highlights of being a financial advisor at Red Canoe Financial Group.
When I’m not in the office, I love spending time with my family. My husband and I love camping, riding bikes, and kayaking with our three children. I also have a step-daughter and one grandson! You’ll often find me in the kitchen in my off-time, where I can bake a pretty good cheesecake.
Rachelle Keith
My career in financial advising began in 2001. When I joined Red Canoe Financial Group in 2012, I knew I’d found the perfect place for me.
Helping people identify their financial dreams, make a plan that works for them, and finally work together toward their goals is my passion. There’s nothing more rewarding than those moments when a member finally feels empowered by their financial plan. I’m your partner, and together we’ll chart a course to your ideal financial future!
As much as I enjoy my career, my husband, Deric, and my two wonderful kiddos bring me endless joy. If I’m not at my desk, I’m outside playing or coaching youth soccer, kayaking, fishing, hiking, gardening, or volunteering.
Wendy Cundari
With over 35 years of experience in financial services, I have guided individuals, families, and business owners to build, preserve, and transfer wealth .
My experience includes developing comprehensive financial plans, managing investments, and providing strategic guidance to help clients work towards financial success. As your partner, we will collaborate to identify your short- and long-term goals, creating a customized financial roadmap that provides peace of mind and therefore, will help you stay on course.
Helping members is one of my passions, and it inspires me to fully engage with life by pursuing activities I love, such as cooking, where I experiment with new recipes, reading, which broadens my perspective, and traveling. These experiences help me to connect with members on a personal level, while time spent outdoors with family, friends, and my Woodle, Theo, keeps my life balanced.
Lynelle Clark, CRPC®
I joined Red Canoe Financial Group in 2016, but I’ve been providing financial services to credit union members since 2006.
I love providing direction and clarity when a client needs help planning for a new financial goal or is facing an unforeseen challenge. Moving through the different financial phases of life can be intimidating, but together we can work to ease that anxiety by creating a smart financial plan. Sharing in the joy and excitement that comes with working toward your financial goals is one of the highlights of being a financial advisor at Red Canoe Financial Group.
When I’m not in the office, I love spending time with my family. My husband and I love camping, riding bikes, and kayaking with our three children. I also have a step-daughter and one grandson! You’ll often find me in the kitchen in my off-time, where I can bake a pretty good cheesecake.
Rachelle Keith
My career in financial advising began in 2001. When I joined Red Canoe Financial Group in 2012, I knew I’d found the perfect place for me.
Helping people identify their financial dreams, make a plan that works for them, and finally work together toward their goals is my passion. There’s nothing more rewarding than those moments when a member finally feels empowered by their financial plan. I’m your partner, and together we’ll chart a course to your ideal financial future!
As much as I enjoy my career, my husband, Deric, and my two wonderful kiddos bring me endless joy. If I’m not at my desk, I’m outside playing or coaching youth soccer, kayaking, fishing, hiking, gardening, or volunteering.
