CUSO Financial Services, L.P.
at Mid American Credit Union
Check the background of this investment professional on FINRA BrokerCheck
After working at Mid American Credit Union in member service and business development for seven years, Jessica Brokaw accepted the role of Mid American’s investment advisor in 2018. Jessica has received her Series 7 and Series 66 licenses and is also licensed for various insurance products in several states.
Jessica’s education includes an MBA from Newman University, and she is currently studying to add the professional distinction of Certified Financial Planner. Her husband, Matt, is vice president of the Wichita Thunder hockey team, and the couple has two active sons ages 8 and 3.
Questions for Jessica:
Why did you decide to become an investment advisor?
Helping provide for my family and our future is an important thing to me, and I’ve always been interested in financial matters. From working with members in my other positions at MACU, I know they have similar financial goals. I have always been a great planner and organizer and believe in setting goals, saving and not relying on credit. Becoming an investment advisor allows me to not only learn more about how to help me and my family but our members and their families, as well.
When should people start thinking about investments and retirements?
As soon as possible! Too many young people think it’s too early to start investing and retirement and then some people think it might be too late. Millennials should start thinking about investing for retirement and certainly saving for their kids’ college education, if they have children. If you start setting goals and contributing earlier in your life, it makes saving much easier. We offer products for people at any stage of their life – for those who want to start early and for those who have waited. It’s never too early or too late—the important thing is to start.