Our Financial Advisors work with LGFCU members one-on-one to provide assistance with managing your money, reducing debt, investing and much more.
LGFCU Financial Advisors will work with you to create a customized solution, whether you need help in just one targeted area or the full range of services, including:
Get a summary of your current financial situation and find practical ways to adjust and monitor your spending patterns.
Credit Report Review
Take the mystery out of credit reports. Our Certified Credit Report Reviewers show you crucial steps you must take to maintain or improve your credit. We'll help you understand your report and show you how to protect yourself from identity theft.
Debt Reduction Review
Let us develop a strategy for you to pay down your debt in the shortest amount of time—reducing the amount of interest you pay which saves you money.
Education Financing Review
Review possible funding sources such as scholarships, financial aid, savings, loans and more to determine the best option to pay for education expenses.
Need help with saving for a specific goal? Or help building an emergency savings fund? We make saving less scary by helping you set small, achievable steps.
Prepare for retirement by getting a complete personalized plan. We offer a variety of products, including IRAs, to help you save for your retirement years.
Let our financial planners review your current investment plan or create one for you. LGFCU has many investment options to help build your assets.
Ensure your assets pass to your loved ones, or simply be prepared in case of unexpected illness or incapacity. Talk to us about our estate planning services and trust accounts.
Next StepsTo prepare for our full assessment meeting, you'll need to gather a few documents.
Meet our Financial Advisors
Sharon A. Krizic CTFA, CFP®
Senior Vice President, Financial Planning
Sharon Krizic has worked in all facets of the trust and investment management industry for nearly 30 years. She graduated from the University of Illinois with a degree in Criminal Law. In 1990, she earned her Certified Financial Planner (CFP) designation and later graduated from National Trust School and National Graduate Trust School in 1996. She also earned her Certified Trust and Financial Advisor (CTFA) designation in 1996.
Jeffrey Dortch CFP®, ChFC, AFC, CCRR®
Jeff is a Certified Financial PlannerTM and a Chartered Financial Consultant. In addition, he is an Accredited Financial Counselor and Certified Credit Report Reviewer (CCRR). He received his Bachelor of Science in Business Administration, majoring in finance from the University of Tennessee. Jeff has more than nine years of experience in financial services and accounting. He is enthusiastic about acting in the best interests of our members and fulfilling the mission of LGFCU.