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Carolinas Telco Capital Advisors, is a Wealth Management program providing service to Carolinas Telco Credit Union members. Their mission: Deliver valued strategies for all our members’ financial needs – whatever their stage in life. The Carolinas Telco Capital Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit



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

Carolinas Telco Capital Advisors are registered representatives 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

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