RCU Investment & Insurance Team

Meet your team

Looking out for you is what we do.

Wherever you happen to be in life, the RCU Investment & Insurance Team can help you work towards your financial goals. In fact, the team combined has nearly 150 years of doing just that. Tell us YOUR story, and let us be a part of it. Here are a few of our specialties.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  AR, AZ, CA, CO, FL, HI, IA, ID, IL, MI, MN, MO, NC, OH, OR, SC, SD, TN, VA, WA, WI, WY. 

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

RCU Investment & Insurance Team

Matt Casey

LPL Financial Advisor - Serving the St. Croix Valley View Bio

Matt Casey

LPL Financial Advisor - Serving the St. Croix Valley

Email matthew.casey@lpl.com

Phone 1-800-341-9911 ext. 8006

Matt, a LPL Financial registered representative, serves members of the credit union through the RCU Investment & Insurance Team. Matt joined the team in 2010 and brings more than 15 years experience in the financial services industry.

Matt is passionate about helping Members assess their current financial situation, clarify and define new strategies and needs, and develop a plan to achieve long term goals. Whether your goal is growth, retirement income, or a child’s education, Matt is always available to help you make more informed decisions about your financial future.

Matt is a life-long resident of New Richmond and a graduate of New Richmond High School. He earned a Bachelor of Science degree in Business from the University of Wisconsin-River Falls, and continues to expand his knowledge of insurance and investment issues by attending educational seminars and other professional training offered by national mutual fund and insurance companies.

Matt serves clients in the New Richmond, Star Prairie, Somerset, River Falls, and Twin Cities MN areas. He looks forward to serving you!


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member  FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Royal Credit Union deposits and are not NCUA insured. These products are not obligations of the Royal Credit Union and are not endorsed, recommended or guaranteed by Royal 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. Royal Credit Union and RCU Investment & Insurance Team are not registered broker/dealers and are not affiliated with LPL Financial.

Chris Forcier

LPL Financial Advisor - Serving Chippewa Falls, Hudson and River Falls View Bio

Chris Forcier

LPL Financial Advisor - Serving Chippewa Falls, Hudson and River Falls

Email chris.forcier@lpl.com

Phone 1-800-341-9911 ext. 7278

Chris serves members of the credit union as an LPL Financial Advisor with the RCU Investment & Insurance Team at the RCU Woodward Office.

Chris joined our team in 2014 with over 15 years’ experience serving families and businesses in the Chippewa Valley with a diversified range of investment and insurance concepts. Chris began working with his father and is a third generation advisor. He holds his FINRA Series 7, 63 & 66 securities registrations with LPL Financial Life, Accident and Health insurance licenses.

Chris is committed to helping our Members save, protect, and invest their money. He can assist with a variety of investment options, including mutual funds, 401(k)/pension distribution options, IRA transfers, business retirement plans, college savings plans, long-term care, life and disability insurance, as well as tax-deferred annuities.

He believes in building client relationships by working with Members to identify short and long term goals, create a personal financial plan, and design strategies to achieve goals. Whether your goal is growth, retirement income, or a child’s education, Chris is always available to help you make more informed decisions about your financial future. He offers a no-obligation financial review.

Chris is an active volunteer with United Cerebral Palsy, and is actively involved with church ministry. He, his wife Andrea, and their children live in Cadott, WI.


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member  FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Royal Credit Union deposits and are not NCUA insured. These products are not obligations of the Royal Credit Union and are not endorsed, recommended or guaranteed by Royal 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. Royal Credit Union and RCU Investment & Insurance Team are not registered broker/dealers and are not affiliated with LPL Financial.

Royal Credit Union | Gina Gladwell

Gina Gladwell

LPL Financial Advisor - Serving Eau Claire and Whitehall View Bio
Royal Credit Union | Gina Gladwell

Gina Gladwell

LPL Financial Advisor - Serving Eau Claire and Whitehall

Email gina.gladwell@lpl.com

Phone 1-800-341-9911 ext. 3032

Gina specializes in full financial and retirement planning for our members of the credit union. She has a passion for helping individuals and families make sure that their overall financial picture is aligned with their life goals.

Gina earned a Bachelor of Business Administration degree with a comprehensive major in Finance from the University of Wisconsin-Eau Claire, as well as a Business Communication Certificate and Supervisory Management Certificate. She is also a graduate of the Eau Claire Chamber of Commerce Leadership program. Prior to joining Royal Credit Union in 2004, she worked as an Assistant Loan Analyst with West Central Wisconsin Regional Planning Commission and as an Equity Analyst with the Clearwater Fund - University of Wisconsin Foundation. She has also achieved the President’s Club award for her performance through her former broker dealer in 2014, 2015, and 2016.

Outside of her time at Royal, Gina enjoys spending time with family and friends, is an outdoor enthusiast, an avid mountain biker, snowboarder and loves to travel.

 

Jessica Berg
Financial Advisor

Jessica Roque
Jessica Berg, LPL Financial Advisor, concentrates on risk analysis, information gathering and research to help our members of the credit union make informed decisions based on their financial needs. She has a target-driven mindset and has a passion to help Members reach their financial goals. Jessica graduated from University of Wisconsin-Stout with a degree in Graphic Communication and a minor in Business Administration emphasizing in Sales and Marketing. Prior to joining Royal Credit Union in 2016, she held administrative, sales and marketing positions both in and out of the financial industry. She fell in love with the financial industry because of the opportunities to serve others and the ability to provide educational services to better equip Members when planning for their future. Outside of work, Jessica enjoys spending time with her family, friends and dog. She loves to travel, spend time outside and plans to master gardening in the near future.


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member  FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Royal Credit Union deposits and are not NCUA insured. These products are not obligations of the Royal Credit Union and are not endorsed, recommended or guaranteed by Royal 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. Royal Credit Union and RCU Investment & Insurance Team are not registered broker/dealers and are not affiliated with LPL Financial.

Royal Credit Union | Sandy Sorensen

Sandy Sorensen

LPL Financial Advisor - Serving Chippewa Falls and Colby View Bio
Royal Credit Union | Sandy Sorensen

Sandy Sorensen

LPL Financial Advisor - Serving Chippewa Falls and Colby

Email sandra.sorensen@lpl.com

Phone 1-800-341-9911 ext. 2542

The RCU Investment & Insurance Team is pleased to have Sandy Sorensen as one of our LPL Financial registered representatives. Sandy boasts over 30 years of experience in financial services, and for the last 15 years has focused on helping families in the Chippewa Valley with retirement and college planning.

As a Registered Representative of LPL Financial, Sandy works with people to help them make smart decisions about short- and long-term financial goals. She continues to learn about the investment and insurance industries through ongoing educational seminars and professional training offered by national mutual fund and insurance companies. Above all, she strives to provide exceptional service for our members of the credit union.

Outside of her day job. Sandy is passionate about serving her community. Kiwanis International member and has served as president, board member, and membership chairperson of the Clear Water Kiwanis Club of Eau Claire, was a member of Chippewa Falls Kiwanis Club, and volunteers for Feed My People Food Bank and Paul Bunyan Logging Camp. She is originally from Stanley WI and now lives in Lake Hallie with her husband, Mark Pilgrim.

Life Changes. Whether it’s time to review your current portfolio, adjust or update strategies, or design a new plan to pursue your goals, call Sandy for a no-obligation financial review. Let her demonstrate the difference a committed and conscientious financial consultant can make toward your financial well-being and financial confidence.


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member  FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Royal Credit Union deposits and are not NCUA insured. These products are not obligations of the Royal Credit Union and are not endorsed, recommended or guaranteed by Royal 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. Royal Credit Union and RCU Investment & Insurance Team are not registered broker/dealers and are not affiliated with LPL Financial.

jerry hagman

Jerry Hagman

LPL Financial Advisor - Serving Eau Claire and Rice Lake View Bio
jerry hagman

Jerry Hagman

LPL Financial Advisor - Serving Eau Claire and Rice Lake

Email jerry.hagman@lpl.com

Phone 1-800-341-9911 ext. 5423

The RCU Investment & Insurance Team is pleased to have Jerry Hagman as one of the LPL Financial registered representatives. Jerry joined the RCU Investment & Insurance Team in 2014. His considerable experience in the world of insurance and investment services is a great benefit to someone just starting an investment plan, as well as those with an established portfolio.

Jerry has some terrific experience, drawing from his time as a specialist and trader on the floor of the Chicago Stock Exchange and co-owned a trading broker/dealership in the heart of the Chicago Financial district. He also owned a small business for several years specializing in antiques, artwork, and collectibles giving him a distinctive insight into needs of small businesses.

He understands that busy lifestyles and multiple priorities make successful investing more challenging than ever, and he's here to help Members meet short and long term financial goals with a broad selection of products including mutual funds, 401(k)/pension distribution options, IRA transfers, business retirement plans, college savings plans, long-term care, life and disability insurance, as well as tax deferred annuities.Jerry also volunteers his time with the Rice Lake Chamber of Commerce. He and his wife currently reside on Long Lake in Sarona, WI, where they enjoy living on the multi-generational property and enjoy the outdoors, boating, and their wonderful friends and neighbors.

Jerry is located at the Birch and Rice Lake Offices. He’d love to hear from you!

 

Kristi Kennedy
Financial Advisor

Jessica Roque

The RCU Investment & Insurance Team is pleased to have Kristi Kennedy as one of our LPL Financial Registered Representatives.  Kristi is committed to helping clients save, preserve, and invest their money. She can assist with Rollover Services, IRA transfers, college savings plans, long-term care, life and disability insurance as well as tax-deferred annuities. 

Kristi a native of Eau Claire and a Memorial High School graduate, Kristi earned her Bachelor of Business Administration degree with a major in Accounting from the University of Wisconsin-Eau Claire.  Kristi has 10 years of experience in the Financial Industry.  She began her career as an Accountant with a CPA firm and later as a tax accountant with a large insurance company.  During this time she successfully passed the CPA exam.  Kristi joined Royal Credit Union in 2004 as a Business Loan Analyst.  She took a temporary pause in her career to take on her most challenging but most rewarding job; being a mother to her children.  It was during her time as full-time mother that she realized the importance of having a financial plan in place to prepare for and preserve the current and future financial needs of her family. 

Kristi enjoys spending time with her family and can often be found in the stands cheering on her children in their numerous activities.  She is also an avid runner and actively volunteers at her church.

Kristi welcomes the opportunity to provide you with a no-obligation review.


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member  FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Royal Credit Union deposits and are not NCUA insured. These products are not obligations of the Royal Credit Union and are not endorsed, recommended or guaranteed by Royal 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. Royal Credit Union and RCU Investment & Insurance Team are not registered broker/dealers and are not affiliated with LPL Financial.

Scott Sommer

Scott Sommer

LPL Financial Advisor - Serving Eau Claire View Bio
Scott Sommer

Scott Sommer

LPL Financial Advisor - Serving Eau Claire

Email scott.sommer@lpl.com

Phone 1-800-341-9911 ext. 2276

The RCU Investment & Insurance Team is excited to have Scott Sommer as one of our LPL Financial Registered Representatives. After a long career in the retail industry, owning a business in Duluth, MN for 20 years, Scott made the decision to sell his business in 2014 and join the financial services industry as a financial advisor at a large firm in Duluth. In 2018, with two of their children in Eau Claire and one in the Twin Cities, Scott and his wife Beth decided to move to a “warmer” climate to be closer to their children, and have made Eau Claire their home.

Scott is an experienced and knowledgeable financial advisor, ready to work with you to help try to ensure you and your family’s financial future. Scott’s main goal is to help you make well-informed decisions on what types of investments are right for you, and committed to helping you work towards your financial goals. Scott can assist with Rollover Services, IRA transfers, business retirement plans, college savings plans, tax-deferred annuities, as well as long-term care, life and disability insurance.

Scott has a Bachelor of Arts degree in Business Administration from the University of Wisconsin- Superior. He holds his FINRA Series 7 & 66 securities registrations with LPL Financial and Life, Accident and Health Insurance licenses.

Scott has been involved in coaching youth football and basketball and is past treasurer of the Superior Noon Optimist Club. In his spare time, Scott enjoys running, golfing, being outside, and spending time with his family.


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member  FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Royal Credit Union deposits and are not NCUA insured. These products are not obligations of the Royal Credit Union and are not endorsed, recommended or guaranteed by Royal 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. Royal Credit Union and RCU Investment & Insurance Team are not registered broker/dealers and are not affiliated with LPL Financial.