Our Qualifications

Michael Guthrie

Sr. Investment Advisor

My commitment as a Financial Advisor is to genuinely care about my client’s financial well being. A large part of my financial planning process is to help clients realize that true wealth often extends beyond their money and into their legacy. Using a disciplined discovery and monitoring process, I help my clients conquer the intimidating mountain of investment and financial planning. I know I’ve done my job, when my clients can’t wait to tell all of their friends, co-workers and family about the outstanding relationship they have with me.

  • Active Securities Licenses (Series 6, 7, 63, 66) and Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS), our broker-dealer
  • Life Insurance Licensed
  • Long-Term Care Insurance Licensed
  • Securities licensed in the states of Texas, California and North Carolina.
  • BBA Finance, Texas State (formerly known as Southwest Texas State University)
  • 13 years of experience in the financial services industry

Areas of Expertise

  • Fee Based Advisory Services
  • Retirement Planning for 401k, Teachers Retirement System (TRS), 403(b) ORP and TSA participants
  • Individual Retirement Accounts (IRAs)
  • Life Insurance (including disability and long-term care)
  • 401(k) and 403(b) Rollovers
  • Exchange Traded Funds (ETF)
  • Mutual Funds
  • Socially Responsible Investing
  • Estate Planning

Mark Spirk

Sr. Investment Advisor

As a Financial Advisor for the past 10 years, I realize that finding a trusted advisor to offer guidance through life’s financial challenges can seem intimidating at times and I pride myself in presenting easy to understand solutions in a relaxed, no-pressure environment. I believe that educating members is an essential component to any successful, long-term advisor/member relationship. I also know that it is important for members to feel fully at ease with their decisions after being presented with appropriate options.

  • Active Security Licenses series 7, 63, 65, and 24 registered through our broker/dealer CUSO Financial Services, L.P.
  • Texas Life, Accident, and Health Insurance License
  • Securities licensed in the state of Texas
  • Bachelor of Science degree in Communications Media from Indiana University of Pennsylvania
  • Master of Business Administration degree from the University of Wisconsin-Milwaukee

Areas of Expertise

  • Fee Based Advisory Services
  • Retirement Planning for 401k, Teachers Retirement System (TRS), 403(b) ORP and TSA participants
  • Individual Retirement Accounts (IRAs)
  • Life Insurance (including disability and long-term care)
  • 401(k) and 403(b) Rollovers
  • Exchange Traded Funds (ETF)
  • Mutual Funds
  • Socially Responsible Investing
  • Estate Planning

Annika Akerblom

Investment Coordinator

I am dedicated to delivering quality service while supporting our Senior Investment Advisor in building relationships and providing our members with quality solutions to their retirement planning needs. As an investment coordinator, I am knowledgeable in a vast array of  financial products that are available through our broker dealer, CUSO Financial Services, LP.

  • Over two years experience in the financial services industry
  • Active Securities Licenses Series 7 and 66 through our broker/dealer CUSO Financial Services, L.P.
  • Bachelor of Science in Business Administration from Hawaii Pacific University

Trevor Wells

Investment Coordinator

I am committed to helping UFCU members reach their goals while supporting our Investment Advisors in his role as Investment Coordinator. Originally from Amarillo, I have been a resident of Austin since 2001. I am knowledgeable in a vast array of  financial products that are available through our broker dealer, CUSO Financial Services, LP and look forward to helping our members.

  • Active Security Licenses series 7 and 66 registered through our broker/dealer CUSO Financial Services, L.P.
  • Bachelor of Arts in economics from Texas State University