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 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

Brian G. Blackwell Headshot

Brian G. Blackwell, CFP®
Advisory Services Manager

David Casey Headshot

David Casey, AIF®, CFP®
LPL Financial Advisor

Shaun M. Crawley Headshot

Shaun M. Crawley, CFP®
LPL Financial Advisor

Steven Gillespie Headshot

Steven Gillespie, CRPC®
LPL Associate Advisor

Derek Mathison Headshot

Derek Mathison, CRPC®
LPL Financial Advisor

Noah Reichert Headshot

Noah Reichert, CFP®
LPL Financial Advisor

Jeana Salman Headshot

Jeana Salman, CFP®
LPL Financial Advisor

Milich Zecevic Headshot

Milich Zecevic, AIF®, CFP®
LPL Financial 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 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.