Financial Advisors

Meet our Team

At Delta Community Retirement & Investment Services, we treat each one of our clients as an individual. There is no one-size-fits-all solution. 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 Advisors is here to help you to make the right choices 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 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.

Our Advisors

Julie R. Bates Headshot

Julie R. Bates, CFP®, ChFC®
Managing Director

Terry L. Anderson Headshot

Terry L. Anderson, CRPC®
LPL Financial Advisor

Peachtree City (Wisdom)
Virginia Avenue 

David Casey Headshot

David Casey, CRPC®
LPL Financial Advisor

Peachtree City (Braelinn)
Peachtree Cith (Wisdom)
Virginia Avenue

Shaun M. Crawley Headshot

Shaun M. Crawley, CFP®
LPL Financial Advisor

Peachtree City (Wisdom)
Virginia Avenue

Derek Mathison Headshot

Derek Mathison
LPL Financial Advisor

Delta TOC
Delta World Headquarters
Hartsfield-Jackson Int'l Airport
Dallas Highway
Eagle's Landing
Mt. Zion

Lawrence Salberg Headshot

Lawrence Salberg, CRPC®
LPL Financial Advisor

John's Creek

Jeana Salman Headshot

Jeana Salman, CFP®
LPL Financial Advisor

Johnson Ferry
Sandy Springs

Delta Community Retirement & Investment Client Services Team

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. Learn more about our Client Services Team.


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 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.