Abound Credit Union (formerly Fort Knox Federal Credit Union) is pleased to welcome Mark Philpott as a new Retirement & Investment Advisor through its partnership with CUNA Brokerage Services, Inc. Mark will have his home office in Bardstown and will work with our current Financial Professional, Jeff Schriner, to assist members throughout our service area with their retirement and investment planning needs.
“The Abound Retirement & Investment Services Program has grown tremendously since it’s inception four years ago,” says Marc Prasch, Chief Member Experience and Operations Officer for Abound Credit Union. “Our membership has found great value in the investment expertise offered, which is why we’ve expanded the team to increase the program’s availability and serve more of our members.”
Mark brings vast knowledge and more than 25 years of experience to Abound Credit Union. He is a highly skilled professional who is well known for his extensive work providing various financial services like Mutual Funds, Annuities, Retirement & Investment solutions, and Insurance. He holds Series 7, 63, 65, 24 licenses and Kentucky Life, Accident & Health, Variable Life & Variable Annuity Insurance Licenses.
“I’m thrilled to join the Abound team and put my passion for helping people to work,” says Mark Philpott, Retirement & Investment Advisor. “The Credit Union’s culture and core values reflect my own and I look forward to conducting each interaction with integrity and an ‘always do what is right for the member’ approach to their investment needs.”
In addition to the Retirement & Investment Services Program, Abound Credit Union offers the educational Financial Sense newsletter and interactive retirement calculators on its website. Learn more at www.aboundcu.com.
Mark Philpott