Meet the Wealth Advisors Team
Ideal Credit Union's Wealth Advisors Program offers retirement, insurance, and investment services to our members and their families. The Wealth Advisors Team consists of Craig Lundquist, Senior Wealth Advisor, Tracey Larsen, Associate Advisor, and Kristin Becker, Senior Wealth Advisor Office Coordinator.
Senior Wealth AdvisorCraig brings a great deal of related investment experience to the Ideal Wealth Advisors team. He has worked in the investment and insurance industry since 2002 and is committed to sharing his knowledge with our members.
Associate AdvisorTracey Larsen has worked in the investment industry for over 10 years, most recently with TD Ameritrade, where she served as a Senior Financial Consultant. Larsen has a Bachelor of Business Administration in Marketing from Texas Tech University and a Masters of Education in Reading from Texas A&M.
Senior Wealth Advisor Office CoordinatorKristin Becker works alongside Craig Lundquist to provide expanded services and broader knowledge to Ideal CU members.
Together, Craig, Tracey, and Kristin will provide the expertise and service needed to assist you in creating a financial plan that will help land you right where you want to be.