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WEST
The $2.7 billion, Springfield, Ore.-based SELCO Community Credit Union announced two promotions within SELCO Investment & Retirement Services, available through CUSO Financial Services, LP (CFS).
Josh Lusby was promoted to CFS wealth advisor and will operate out of SELCO’s Gateway Branch in Springfield. Lusby joined SELCO in 2007 and has delivered financial planning services to clients as a CFS financial advisor with SELCO Investment & Retirement Services since 2015. In 2019, he completed the CFP Board Examination and obtained his Certified Financial Planner certification.
Caleb Pickering was promoted to CFS financial advisor and will be based at SELCO’s Santa Clara Branch in Eugene, Ore. Lusby joined SELCO Investment & Retirement Services in 2022 as an investment consultant and moved up to the position of financial consultant in 2024.
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The $9.1 billion, Santa Rosa, Calif.-based Redwood Credit Union promoted Esteban Zuno to SVP of wealth, insurance and deposit services. In his new role, Zuno will be responsible for the development and execution of strategic plans and financial services for wealth management, deposit services and RCU Insurance Services (RCUIS). He joined RCU in 2023 as vice president of wealth management, bringing over 18 years of experience in the credit union, banking and finance sector. He most recently worked for US Bancorp Investments. Zuno holds an executive certificate in financial planning and is a founding member and director of United Through Education. He is also active with the Bank Insurance Securities Association (BISA), where he was a recipient of the inaugural Rising Star award in 2018.
EAST
The $8 billion, Enola, Pa.-based Members 1st Federal Credit Union hired Jeff Balestrini as chief consumer lending officer, effective March 10, 2025. In his new role, Balestrini will oversee the credit union’s consumer lending operations – including mortgage, indirect, home equity, card portfolio and lending fintech solutions – while leading a team dedicated to delivering innovative lending solutions and exceptional member service. Balestrini brings over 20 years of experience in lending, business development and strategic leadership, as well as expertise in asset liability management and financial operations. He most recently served as chief lending officer at Service 1st Federal Credit Union ($708 million, Danville, Pa.). Balestrini has completed three CUES CEO Institute programs.
MIDWEST
The $7.9 billion, Peoria, Ill.-based CEFCU announced one retirement and one promotion.
Chief Lending Officer Mark Hoffmire will retire on May 1, 2025 after 43 years of service. Throughout his tenure, Hoffmire has held various roles, including COO, SVP of lending, community president in San Jose, Calif., and vice president of mortgages. He currently serves as the Board chair for Goodwill Industries of Central Illinois.
The $14.5 billion, Caledonia, Mich.-based Lake Michigan Credit Union (LMCU) hired Mindy Ball as a mortgage loan officer for the credit union’s Southeast Michigan region. Ball brings over 30 years of mortgage industry experience, including previous work experience at LMCU. In her new role, Ball will use her extensive expertise to pair prospective homeowners with personalized lending solutions.
SOUTH
CUSOS
The St. Petersburg, Fla.-based Velera, formerly PSCU/Co-op Solutions, hired Chris Watkins as SVP of client service delivery. In his new role, Watkins will oversee the design and implementation of innovative service models, initiatives and procedures to ultimately deliver Velera financial institutions with exceptional, quality services and solutions. Watkins brings more than 20 years of experience providing seamless client experiences and driving client success across the financial services and market research industries. He most recently served as SVP, client success and experience at Global Payments Inc. Before that, he spent 16 years with client experience and market research company MaritzCX, where he ultimately served as client success practice leader.
Watkins will replace Kevin Spear, who is retiring from Velera at the end of March 2025. Spear joined Velera in 2006, serving as SVP of client relations and service until 2012. He rejoined Velera in 2019 as SVP of client service delivery.
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