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The Carolinas Telco Capital Advisors program is offered through CUNA Brokerage Services, Inc.® a broker/dealer focused on serving credit union members. CUNA Broker Services, Inc. is an affiliate of CUNA Mutual Group.

JOE JASPERS, CFP®*

Joe Jaspers is our Vice President of Wealth Management and Trust Liaison Officer for Carolinas Telco Capital Advisors. For almost 30 years, he has been helping credit union members plan for their financial futures as a Certified Financial Planner™. Joe completed his undergraduate education at Central College in Iowa, later receiving his MBA from the University of Iowa in 1989.

Check the background of this investment professional on FNRA's BrokerCheck.

ANNA DAVIS

Anna Davis works as the Carolinas Telco Capital Advisors Coordinator, providing outstanding service to our members each day.

Carolinas Telco Capital Advisors are registered representative of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. FR-2508333.1-0419-0521