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Delta Community Retirement & Investment Services LPL Financial Advisors

Meet our Retirement & Investment Services Team

At Delta Community Retirement & Investment Services, we treat each one of our clients as an individual. There is no one-size-fits-all plan. We realize that you have unique experiences with diverse needs, and we believe that every story matters. We want you to share your story with us. Our team of experienced financial consultants is here to help you make well-thought-out decisions when it comes to preparing for your financial future.

To schedule an appointment, or for more information, please fill out our request formYou can also email us at DCRIS@DeltaCommunityCU.com or call 404-677-4890. And to see a list of free financial education workshops presented by Delta Community Retirement & Investment Services, visit the Events page on our website.

Julie R. Bates Headshot

Julie R. Bates, AIF®, CFP®, ADPA®

Managing Director

Brian G. Blackwell Headshot

Brian G. Blackwell, AIF®, CFP®

Wealth Advisor

David Casey Headshot

David Casey, AIF®, CFP®

LPL Financial Advisor

Shaun M. Crawley Headshot

Shaun M. Crawley, AIF®, CFP®, RICP®

LPL Financial Advisor

Steven Gillespie Headshot

Steven Gillespie, AIF®, CFP®

LPL Associate Advisor

Derek Mathison Headshot

Derek Mathison, AIF®, CFP®

LPL Financial Advisor

Noah Reichert Headshot

Noah Reichert, AIF®, CFP®

Advisory Services Manager and Wealth Advisor

Jeana Salman Headshot

Jeana Salman, AIF®, CFP®

Practice Manager and Wealth Advisor

Milich Zecevic Headshot

Milich Zecevic, AIF®, CFP®

LPL Associate Advisor

LPL Financial

Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states. Securities and insurance offered through LPL or its affiliates are:

Not insured by NCUA or any other government agency; not credit union guaranteed; not credit union deposits or obligations; may lose value