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®
I manage our Client Services Team, an enthusiastic group of individuals who make sure the information and tools you need are at your fingertips. We’re constantly looking for ways to improve your experience and strive to provide you with the same hometown treatment every time you walk through our doors. We treat all of our clients’ needs with the same sincerity and urgency, regardless of whether they're simply calling to initiate an address update on their accounts or need to set up an appointment with one of our Advisors following a critical life event.
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.
I assist the Client Services Team with daily operations, process improvements, data visualizations and building models to create useful and informative results for our clients. My passion for wealth management and retirement planning is what motivated me to get a degree in Finance from Georgia Southern University. I’m an avid football and baseball fan and attend as many games each season as I can. My family has deep roots in Peachtree City, where I currently reside.
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.
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 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.