Our Qualifications
Michael Guthrie
Professional
- Michael has over 10 years of experience in financial services and specializes in serving the needs of members who seek financial planning and investment counsel.
- He uses emphasis on client’s comprehensive financial needs to ensure a prudent plan tailored for every member’s specific goals and expectations.
- Mike is licensed for Health, Life and Disability Insurance in the State of Texas, and his FINRA Securities Licenses include Series 6, 7, 63, and 66.
- He is registered through CUSO Financial Services, L.P., and is securities licensed in the states of Texas, California and North Carolina.
Education - Michael has graduated with:
- Bachelor of Business Administration, Southwest Texas State University (now Texas State).
Mark Spirk
Professional
- Mark has over 10 years of advisory experience, and specializes in investment management and retirement planning for individuals and small businesses.
- Mark’s experience includes Sales Manager and Registered Principal of the investment services unit of a 115 year-old, community financial institution based in Milwaukee, and Financial Advisor in the Private Client Group of a major US financial services company in its Chicago Mercantile Exchange branch office.
- He is licensed for Life, Accident, Health and HMO insurance in the State of Texas, and his FINRA Securities Licenses include Series 7, 63, 65 and 24.
- Mark is registered through CUSO Financial Services, L.P., and is securities licensed in the state of Texas.
- He works primarily with the members at our North Guadalupe, Downtown and Ben White branches.
Education - Mark has graduated with:
- Master of Business Administration degree from the University of Wisconsin-Milwaukee.
- Bachelor of Science degree in Communications Media from Indiana University of Pennsylvania.
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