CU Wealth Management Divisions, Leagues & CUSOs Share People News

MIDWEST

Copper Financial, a wholly-owned subsidiary of the $4.6 billion, Lenexa, Kan.-based CommunityAmerica Credit Union providing investment and financial planning services, hired Brad Scott as national sales manager. In his new role, Scott will work with wealth advisors to help them better serve credit union members, which will help further Copper Financial’s mission to help more people achieve financial well-being and contribute to bolstering the firm’s efforts to help credit unions understand the role they can play as holistic wealth managers for their members. He brings over 30 years of experience in the wealth management industry, having held previous roles as a financial advisor, private banker and portfolio manager. He most recently served as national practice strategy leader at US Bank Private Wealth Management and worked for Commerce Trust Company earlier in his career.

SOUTH

Coastal Wealth Management, a division of the $4.7 billion, Raleigh, N.C.-based Coastal Credit Union providing investment services through CUSO Financial Services, hired Jim Campone as vice president, wealth management. In his new role, he will lead Coastal’s wealth management team in providing members with financial planning, investments, retirement, estate planning, trust and asset protection services. Campone is an industry veteran with over 25 years’ experience, focusing on the successful growth and integration of investment services programs within financial institutions. His experience includes working with trust and investment services, 401(k) and retirement plans, as well as life and property/casualty insurance.

CUSOS

7, LLC appointed Travis Morrow president of 7 Mortgage, a jointly-owned CUSO of ORNL Federal Credit Union ($3.1 billion, Oak Ridge, Tenn.) and Consumer Credit Union ($573 million, Greeneville, Tenn.). He succeeds Wendy Robinson, who retired earlier this year. Morrow began his career with ORNL in 2012 as a mortgage loan originator. In 2017, he transitioned to the role of mortgage sales manager at ORNL, and in 2019, was promoted to assistant vice president of mortgage lending. Morrow later assumed the position of vice president of mortgage lending in 2020. In his new role, he will be responsible for building upon the legacy the mortgage CUSO has built by growing and evolving the business to meet the changing needs of credit union clients throughout the Southeast. Since 2019, Morrow has served on the board of directors for the Home Builders Association of Greater Knoxville and participated in multiple advisory committees including Parade of Homes, Foundation House and The Home Show. He has also served on the board of managers for 7 Title since 2020.

LEAGUES

The League of Southeastern Credit Unions & Affiliates, which represents 311 credit unions in Alabama, Florida and Georgia, seated the following six board directors at the close of the LSCU & Affiliates Annual Business Meeting on June 16.

Sharon Downing, an incumbent, is president/CEO for Alabama River Credit Union ($24 million, Monroeville, Ala.). She has worked in the financial industry for 42 years, including 31 years with ARCU. Downing has served on the LSCU board since 2011, and in addition, has served on the LSCU Audit & Investment, Governance and Awards Committees, and as a trustee for the Southeast Credit Union Foundation.

Bobby Michael, a newly-elected director, is president/CEO for All In Credit Union ($2.2 billion, Daleville, Ala.). Michael has been involved in the industry since 1994, first as a CPA and auditor, and in the last 20 years as a president/CEO. He serves on CUNA’s Advocacy Committee, CUMIG’s National Council Advisory Panel, LSCU’s Federal Advocacy Policy Committee and the SECUF’s Community Spark Committee. He also taught at LSCU’s Credit Union Leadership Institute last year.

Richard Skaggs, an incumbent, is president/CEO for USF Federal Credit Union ($1 billion, Tampa, Fla.). Skaggs is currently secretary for the LSCU and SECUF boards, and has also held the position of treasurer during his tenure. Additionally, he serves as vice chairman of the board for Shared Services for Credit Unions.

Steve Moseley, a newly-elected director, is president/CEO for MIDFLORIDA Credit Union ($6.5 billion, Lakeland, Fla.). Moseley has been working in credit unions at a senior management level for 25 years as CFO, EVP, president and now CEO. He holds an MBA from Florida Southern College and earned his CPA license while working in public accounting as an auditor and tax advisor from 1991 to 1996. While working in public accounting, he audited many credit unions in the Florida market. In addition, at MIDFLORIDA, he has started and managed several CUSOs.

Brian Akin, an incumbent, is president/CEO for North Georgia Credit Union ($90 million, Toccoa, Ga.). Akin has been employed at NGCU since 1999, serving as president/CEO since 2001. He has served on the LSCU board since 2019 and is immediate past chairman. Before joining the LSCU board, Akin served on the Georgia Credit Union League board, holding the positions of secretary, treasurer and vice chairman during his tenure. He is a current member of the CUNA Advocacy Committee and a former member of the CUNA Credit Union Powers Subcommittee. He is a two-time recipient of the Moses C. Davis Professional of the Year Award.

Roy Bibb, a newly-elected director, is president/CEO for MidSouth Community Federal Credit Union ($420 million, Macon, Ga.). Bibb has led Midsouth for nine years and served in the credit union industry for 30 years. He has held leadership roles at the state level in Georgia and served in the following positions: The Georgia Credit Union Foundation board of directors (2000 to 2004), the Georgia Central Credit Union board of directors (2001 to 2008); the Georgia Credit Union Services, Inc. board of directors (2016 to 2018) and the Georgia Credit Union League board of directors (2018 to 2019).

Please send your People news items to Natasha Chilingerian at nchilingerian@cutimes.com.