Your Partner in Financial Planning

Meet the Team

The Red Canoe Financial Group program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc. please visit cunabrokerage.com.

You can check the background of these investment professionals on FINRA’s BrokerCheck.

Get to Know Our Financial Advisors

Lynelle Clark, CRPC®, Financial Advisor

Red Canoe Financial Group Advisor Lynelle ClarkI joined Red Canoe Financial Group in 2016, but I’ve been providing financial services to credit union members since 2006.

I love providing direction and clarity when a member needs help planning for a new financial goal or facing an unforeseen challenge. for whatever financial goal or challenge a member is facing. Moving through the different financial phases of life can be intimidating, but together we can work to eliminate that anxiety by creating a smart financial plan. Sharing in the joy and excitement that comes with achieving your financial goals is one of the highlights of being a financial advisor at Red Canoe Financial Group.

When I’m not in the office, I love spending time with my family. My husband and I love camping, riding bikes, and kayaking with our three children. I also have a step-daughter and one grandson! You’ll often find me in the kitchen in my off-time, where I can bake a pretty good cheesecake.

Rachelle Keith, Financial Advisor

My career in financial advising began in 2001. I quickly moved into a position that would allow me to explore my love of holistic financial planning. When I joined Red Canoe Financial Group in 2012, I know I’d found the perfect place for me. Financial planning is unique here, because – like the credit union – our focus is on putting our members’ needs first.

Helping people identify their financial dreams, make a plan that works for them, and finally achieve their goals is my passion. There’s nothing more rewarding than those moments when a member finally feels empowered by their financial plan. I’m your partner, and together we’ll chart a course to your ideal financial future!

As much as I enjoy by career, my husband, Deric, and my two wonderful kiddos bring me endless joy. If I’m not at my desk, I’m outside playing or coaching youth soccer, kayaking, fishing, hiking, gardening, or volunteering.

 

David Quint, Financial Advisor

Red Canoe Financial Group Advisor David QuintThroughout my career in the financial services industry, I have always enjoyed working with credit unions. As a lifelong credit union member, I understand the value of membership, and I’m passionate about helping Red Canoe members make the most of their finances.

My goal is to provide members with comprehensive financial advice. My role as your advisor is to understand where you’re at now and where you want to be in the future so we can create a financial plan that sets you up for success. Together, we’ll develop a plan to keep you engaged and on track, while helping you adjust your plan as life comes your way. As your trusted Financial Advisor, I appreciate the opportunity to have a long-term relationship with you and your family.

My wife Shelly and I, along with our two wonderful children, love living in the beautiful Pacific Northwest. We’re proud to call this place our home, and we enjoy traveling to the mountains and the ocean, and participating in all outdoor activities.

Connect with Red Canoe Financial Group

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Red Canoe Financial Group professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-3624556.1-0621-0723

For more information about CUNA Brokerage Services, Inc. please visit cunabrokerage.com. You can check the background of these investment professionals on FINRA’s BrokerCheck.