Our Wealth Advisors are LPL registered, seasoned industry professionals, averaging 18 years of financial services experience. They are experienced at shaping investment portfolios, as well as retirement plans, including those for federal government employees. Your advisor will create a customized investment plan that is consistent with your specific financial goals, lifestyle and risk tolerance. Your advisor takes a needs-based approach in recommending non-proprietary investments, which extend beyond traditional credit union products.

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For more information about our Wealth Advisors, please visit Broker Check.

 

Kevin Appler, CFP®WealthAdvisor-KA

Financial industry experience: 21+ years
Tower employee since 2017
Education: Bachelor’s Degree – University of Maryland Baltimore County
Securities Registrations: Series 6, 7, 63 currently held through LPL Financial
Insurance Licenses: Life & Health Insurance
Professional Designations: Certified Financial Planner

Eric Bonnertwm-eb

Financial industry experience: 14+ years
Tower employee since 2005
Education: Bachelor’s Degree – University of Maryland Baltimore County
Securities Registrations: Series 7, 66  Currently held through LPL Financial
Insurance Licenses: Life & Health Insurance

Joshua Fretz, CFP®twm-jf

Financial industry experience: 12+ years
Tower employee since 2016
Education: Bachelor’s Degree – Georgia Institute of Technology
Securities Registrations: Series 7, 66 Currently held through LPL Financial
Insurance Licenses: Life & Health Insurance
Professional Designations: Certified Financial Planner

Bryan Halltwm-jf

Financial industry experience: 23+ years
Tower employee since 2017
Education: Bachelor’s Degree – University of Maryland University College
Securities Registrations: Series 6, 7, 63, and 65 currently being held through LPL Financial
Insurance Licenses: Life & Health Insurance

Angela H. Kuzmeskustwm-ak

Financial industry experience: 25+ years
Tower employee since 2003
Education: Bachelor’s Degree – Shippensburg University
Securities Registrations: Series 7, 63, 65  Currently held through LPL Financial
Insurance Licenses: Life & Health Insurance

Maurice Sobers, CFP®twm-ms

Financial industry experience: 21+ years
Tower employee since 2008
Education: Bachelor’s Degree – Howard University
Master’s Degree – Northern Illinois University
Securities Registrations: Series 7, 66  Currently held through LPL Financial
Insurance Licenses: Life & Health Insurance
Professional Designations: Certified Financial Planner

 

Our Wealth Advisors would be happy to provide you a free, no-obligation consultation.

Schedule an Appointment

 

For assistance, call us at 301-497-7062 or 800-787-8328, ext. 7062.

 

Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA and SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Tower Federal Credit Union and Tower Wealth Management are not registered broker dealers nor affiliated with LPL Financial.

Not NCUA insured. No credit union guarantee. May lose value.