Day Air Credit Union is pleased to announce that Luke Neff, registered investment advisor with Day Air’s broker/dealer CUSO Financial Services, L.P. (CFS), earned a 2021 Pacesetter Award. The Pacesetter Awards are presented annually by CFS to recognize top investment advisors for their dedication to high standards, commitment to superior service and outstanding performance in delivering investment services to clients.
Luke values life-long learning and has demonstrated this through formal higher education to earn multiple accreditations to ensure that he provides wealth advisory management to community members. In the last five years, Luke has earned his Masters of Science in Financial Planning (MSFP®), Certified Financial Planning (CFP®), Accredited Wealth Management Advisor (AWMA®), Master Planner Advanced Studies (MPAS®), and Charted Retirement Planning Counselor (CRPC®).
“We are extremely proud to see Luke and his team recognized for their accomplishments,” said Jannell Eichstaedt, SVP and Chief Experience Officer at Day Air Credit Union. “In a crowded industry, they have established Day Air as one of the Miami Valley’s premier investment and financial planning providers.”
Luke is a member of the Financial Planning Association®. He regularly contributes to local media outlets regarding trends in financial markets. When he is not working, he can be found around town doing various activities with his wife and four children.
About Day Air Credit Union Investment Services
Day Air Credit Union Investment Services available through CFS* offers numerous services to help members and clients achieve their financial goals, including retirement planning, wealth management, estate planning, business services, college savings, 401(k), 403(b), and 457 rollovers and insurance services.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC), and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk, including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.