Client Services Team
So many moving parts go into providing our clients with professional advice while maintaining the quality customer service they deserve and have come to expect as members of Delta Community. Our Client Services Team performs an array of responsibilities both face-to-face with members and behind the scenes. They, like our Advisors have a true passion for what they do – enhancing the financial well-being of others.
Steven Gillespie, CRPC®
As a Business Analyst for Delta Community Retirement & Investment Services, I deal with process improvements, number crunching and building models to create tailor-made results for our clients. As a Chartered Retirement Planning Counselor℠, I am able to do this with the mindset of a financial advisor. I was born and raised in Georgia and have a passion for cars, photography and savoring the experiences that come from spending time with friends and family.
Steven is a Chartered Retirement Planning Counselor℠
Client Services Associate
I’m the first point of contact for our members and provide support to our team of Advisors. I enjoy talking to our clients and assisting them with their financial needs. I grew up in Atlanta, and my husband and I have lived in Sandy Springs for 15 years. In addition to spending time with our three grown children and their families, we enjoy volunteering in the community and traveling.
Derek Mathison, CRPC®
My passion is to help guide people through life’s many financial pitfalls. I strive to build long-lasting relationships with clients by assisting and advising them with their life insurance needs. Working with a seasoned team of Advisors, we are able to break down individual cases and make need-based recommendations regarding identified areas of concern. Living in Georgia since 1979, I currently reside in Sandy Springs. I enjoy traveling and learning about other people, places, and cultures. As an avid outdoorsman, I like fishing, hiking, and sightseeing.
Derek is a Chartered Retirement Planning Counselor℠ and currently working toward the CERTIFIED FINANCIAL PLANNER™ designation.
I assist with the day to day operations of Delta Community Retirement & Investment Services. I’m currently majoring in Finance at Georgia State University. I chose this as my field of study because I’m passionate about financial education and awareness. I live in downtown Atlanta and enjoy the many perks of city-living such as the Beltline and being within walking distance of anything I need! When my schedule allows, I love to travel to new, exciting destinations.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Delta Community Credit Union deposits and are not NCUA insured. These products are not obligations of Delta Community Credit Union and are not endorsed, recommended or guaranteed by Delta Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.