Meet our Investments Team

Live Brighter®

with a team of experts in your corner

Meet the Investment Team

When you invest with Redstone Brokerage Services, you’ll feel confident knowing that you’re backed by a team of knowledgeable professionals who are focused on your success. An effective investing strategy begins with a deep understanding of where you are now and where you want to be. That’s why we take the time to explore your goals and concerns, so that we can help you create an investment plan that puts you on the path toward the future you’ve always imagined.

But it doesn’t end there. As you reach certain milestones and your needs change, your Financial Advisor/Consultant will continue to monitor your portfolio’s progress and advise you on adjustments you can make to keep moving in the right direction. And we’ll be here every step of the way to answer your questions and offer you support.

Over the years, we’ve learned that a solid relationship built on trust is at the core of every great investment plan. Let us put our expertise to work for you as we work together to shape your future.

3%

CashBack on purchases made in the first 90 days
(Introductory offer)

1.5%

CashBack on ALL purchases made after the first 90 days
No limit on the amount you can receive

0%

Intro APR for 6 months on Balance Transfers made within first 30 days
After that, APR will range from 8.50% –12.00%

Our Visa Signature card features additional exclusive benefits1, including

Entertainment

Access to pre-sales and discounts on tickets to sporting events

Preferred seating offers for select Cirque du Soleil shows

Travel

Incredible travel packages, savings, and upgrades

Premium benefits at prestigious hotels worldwide

Trip Cancellation (reimburses some unused fares)

Dining

Complimentary wine tastings at Sonoma County wineries

Savings at restaurants and gourmet retailers

Service

24/7 Visa Signature Concierge2  service, which includes:

Travel and dining arrangements

Entertainment and event tickets

Hospitality services

Savings

Special offers from select retailers with Visa Discounts**

Price Protection (reimburses the price difference of an item if you find it advertised for less within 60 days of purchase)

Which investments are right for you?

                         

Annuities

Appropriate for you if:

You’re looking for steady
payments during retirement.

IRAs

Appropriate for you if:

You need a retirement account that offers various tax benefits.

Stocks

Appropriate for you if:

You’re comfortable with higher- risk investments
and are looking for higher return potential.



Mutual Funds

Appropriate for you if:

You’re interested in investing in a number of
different companies while paying lower
transaction fees.

College Investment Plans

Appropriate for you if:

You want to fund your child’s education and take advantage of tax breaks.

 

401(k) Rollovers


Appropriate for you if:

You are approaching retirement or changing jobs and you want to transfer your 401(k) to an IRA.

 

Bonds

Appropriate for you if:

You want more predictability and regular income through bond payments.



Managed “Advisory” Accounts

Appropriate for you if:

You want help managing your investments and you want to save on individual transaction fees.

 

Must be RFCU® member to obtain investment products. Must be eligible for membership and open a share savings account in order to join. A $5.00 minimum balance is required to open and must be maintained in share savings account at all times. Fees and other restrictions may apply.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Redstone Federal Credit Union® deposits and are not NCUA insured. These products are not obligations of the Redstone Federal Credit Union and are not endorsed, recommended, or guaranteed by Redstone Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The investment products are being offered by a dual employee of Redstone Federal Credit Union who also sells investment products for the third party insurance company.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Alabama and Tennessee.

Redstone Federal Credit Union and Redstone Brokerage Services are not registered broker/dealers and are not affiliated with LPL Financial and are separate entities. Redstone Federal Credit Union and Redstone Brokerage Services are affiliated but are separate entities. RFCU does not warrant, guarantee, or insure any product or service offered by LPL or Redstone Brokerage Services.

 

Meet your Investment Team

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Lara Beene


Lara Beene
LPL Financial Advisor
256-722-8384
Serving Wynn Drive, Mills Road, and Redstone Arsenal branches

Abria Johnson


Abria Johnson
LPL Financial Advisor
256-327-1643
Serving Weatherly Road, Hobbs Road, and Arab
branches

Chad Shull


Chad Shull
LPL Financial Advisor
256-327-1589 , Serving 6th Avenue, Beltline, Hartselle, and East Athens branches

Tony Brewer


Tony Brewer
LPL Financial Advisor
256-327-1938
Serving South Parkway, Big Cove, and Guntersville
branches

Paul Johnson


Paul Johnson
LPL Financial Advisor
256-327-1959
Serving North Parkway, Scottsboro, Fayetteville, and Murfreesboro branches

Kevin Stuart


Kevin Stuart
LPL Financial Advisor
256-722-4851
Serving Wynn Drive branch

Avery Jacobs


Avery Jacobs
Financial Consultant
256-327-1461
Serving Highway 53, Meridianville, and Winchester Road branches

Barnard Montgomery


Barnard Montgomery
LPL Financial Advisor
256-327-1889
Serving Madison, Highway 72, County Line, and Athens branches

Redstone 401k appointment scheduling icon

Schedule an appointment. Please call 256-722-8351 or
800-234-1234 ext. 8351

EVERY Redstone Visa credit card includes all of these features

Convenience

Quick and easy purchases Visa is accepted all over the world

24/7 U.S.-based, live-agent phone support includes emergency card replacement

Manage your account anytime with Redstone’s Online Banking

Security

Zero-liability fraud protection

Monitor credit card activity with Credit Card Control

Real-time fraud monitoring and fraud text alerts

Identity theft assistance

Savings & Discounts

No annual fee

No Balance Transfer or Cash Advance fees

Visa Discounts on your purchases at select retailers**

Redstone Discounts!® when you use your card at many local businesses**

Additional Benefits    

Travel and Emergency Assistance

24-hour Roadside Dispatch service

Auto Rental Collision Damage Waiver insurance coverage for cars rented with your Visa card

Warranty Manager Service manage, use, and extend the warranties of eligible items purchased with your Visa card

Can’t afford to put 20% down but don’t want to pay PMI? Consider Redstone’s No PMI Mortgages, which allow you to put 5% or 10% down and finance the rest—and you’ll pay no PMI.
See how >>

Mortgages are only available for properties located in Alabama and Tennessee.

Loans subject to credit approval. Must be RFCU® member to obtain mortgage. Must be eligible for membership and open a share savings account.  A minimum balance of $5.00 is required to open and be maintained in share savings account at all times. Fees and other restrictions may apply. Contact Credit Union for details. Various types of mortgage loan programs and terms are available. RFCU is an Equal Opportunity Lender. Rates, terms and conditions are subject to change without notice. Must create separate user name and password to gain access to mortgage application process

*Consult your tax advisor regarding the deductibility of mortgage interest and private mortgage insurance premiums.

**LPMI typically terminates only when the loan is refinanced, paid off, or otherwise terminated. For BPMI, when the loan-to-value ratio reaches 78% of the original value, BPMI will be automatically terminated.

Must be RFCU® member to obtain investment products. Must be eligible for membership and open a share savings account in order to join. A $5.00 minimum balance is required to open and be maintained in share savings account at all times. Fees and other restrictions may apply.

Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Redstone Federal Credit Union® deposits and are not NCUA insured. These products are not obligations of the Redstone Federal Credit Union and are not endorsed, recommended, or guaranteed by Redstone Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.  The investment products are being offered by an employee of Redstone Federal Credit Union who is also a registered representative of and sells products on behalf of LPL Financial.

Redstone Federal Credit Union and Redstone Brokerage Services are not registered broker/dealers. LPL is a separate entity from and not affiliated with Redstone Federal Credit Union or Redstone Brokerage Services.  RFCU does not warrant, guarantee, or insure any product or service offered by LPL or Redstone Brokerage Services. Redstone Brokerage Services and RFCU do not provide tax advice.  Please consult your tax advisor for your specific questions.

The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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Are you ready to join the credit union that puts you first? Become a member of the Redstone family and you’ll start enjoying the great rates, personalized financial advice, and excellent customer service Redstone is known for.

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