Meet our Investment Services Team
Wendi Diacono, AIF®, CFS
Wendi Diacono is a Wealth Advisor offering various asset management programs to individuals and business owners. Wendi is an Accredited Investment Fiduciary and an LPL Investment Advisor Representative. She takes a holistic approach to the financial planning process specializing in Retirement Planning.
Shane Robinson is a Wealth Advisor with 34 years of financial industry experience, ranging from accounting to auditing. Earlier in his career, Shane owned a financial planning and insurance company that supported individuals, families, and small businesses as they strategized to achieve their unique personal goals.
EJ Purdy is a Wealth Advisor who has been helping people navigate their Financial Health through Accounting, Budgets/Debt consolidation and Investments for over 30 years. EJ joined Community Choice Investment Services in 2021 applying his diverse experience and background to help members with their financial goals. He understands that every person’s circumstance is unique and deserving of a tailored approach towards those goals through every stage of life.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Community Choice Credit Union and Community Choice Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community Choice Investment Services, and may also be employees of Community Choice Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Choice Credit Union or Community Choice Investment Services. Securities and insurance offered through LPL or its affiliates are:
*Not Insured by NCUA or Any Other Government Agency | Not Community Choice Credit Union Guaranteed |
Not Community Choice Credit Union Deposits or Obligations | May Lose Value
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MI, AZ, CA, CO, FL, OH, SC, TN, TX, VA, WA.