Tracey Larsen has joined the Wealth Advisors team located at Ideal Credit Union . Larsen has worked in the investment industry for over 10 years, most recently with TD Ameritrade, where she served as a Senior Financial Consultant.
Larsen has a Bachelor of Business Administration in Marketing from Texas Tech University and a Masters of Education in Reading from Texas A&M. She joins Senior Wealth Advisor Craig Lundquist and Wealth Advisors Office Coordinator Kristin Becker, who came to Ideal CU in 2017. The Wealth Advisors program located at Ideal Credit Union offers retirement, insurance and investment services to credit union members and their families.
“With her knowledge and experience, Tracey will be a great addition to the Wealth Advisors team,” said Ideal CU President/CEO Brian Sherrick. “We are glad to have her onboard to assist Craig and Kristin in providing our members with the exceptional investment services they expect from their credit union.”
