Financial Advisors

Helping you plan for life, our experienced professionals listen to your needs and then help you make the right financial decisions for you and your family. This means taking you from where you are now through retirement. We specialize in answering questions about retirement, 401(k), pensions and other types of retirement plans.

Whatever your need, large or small, the Greater Nevada Financial Services program is here to help you with a variety of insurance and investment needs. You can count on us to do what's right for you. Please contact a Greater Nevada Financial Services Representative serving Greater Nevada Credit Union members for more information and to talk to someone you can trust.

Gregg W. Lapenta

Financial Advisor

(775) 334-3161

6745 Sierra Center Parkway

Reno, NV 89511

  • Retirement Planning
  • Portfolio Management
  • Retirement Income Planning
  • Personal Financial Assessments
  • Wealth Management
  • Long-Term Care Insurance
  • General Investment Management
  • Insurance Planning

BJ Willson, CFP

Financial Advisor

CA insurance license #:0D30597

(775) 886-1343

451 Eagle Station Lane

Carson City, NV 89701

  • Financial Planning
  • Wealth Management
  • Wealth Preservation
  • Long-Term Care Insurance
  • Education Funding
  • Charitable Giving Strategies
  • Comprehensive Financial Guidance
  • Retirement Income Planning
  • Investment Management for Seniors
  • Portfolio Management

FR111110-B353

*Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CBSI is a registered broker/dealer in all fifty states of the United States of America.