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 Advisors 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, CFP®, ChFC®
Managing Director

 
Terry L. Anderson Headshot

Terry L. Anderson, CRPC®
LPL Financial Advisor

Peachtree City (Wisdom)
Virginia Avenue 
 

 
Brian G. Blackwell Headshot

Brian G. Blackwell, CFP®
Advisory Services Manager



 

 
David Casey Headshot

David Casey, CRPC®
LPL Financial Advisor

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

 
Shaun M. Crawley Headshot

Shaun M. Crawley, CFP®
LPL Financial Advisor

Duluth
Fayetteville
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

Canton
Decatur
John's Creek
Midtown

 
Jeana Salman Headshot

Jeana Salman, CFP®
LPL Financial Advisor

Alpharetta
Johnson Ferry
Sandy Springs
Vinings

 

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.