Utilities Employees Investment Services (UEIS) is able to offer you access to a broad range of investment and insurance products through LPL Financial. Located within Utilities Employees Credit Union (UECU), the UEIS team is focused on helping members and their families make sound investment choices. The UEIS team is comprised of industry veterans Gina Katrinak, Matthew Birnbaum, and James Miller. 

Gina, Matthew, and James have over fifty years combined professional experience and are licensed to review a variety of investment and insurance products. Their financial planning strategies emphasize holistic and strategic investing.

About LPL Financial

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

Our Most Important Connection: With You

While the firms behind us play important roles in our day-to-day servicing of your needs, the most important relationship we have is undoubtedly with you. We work with these firms to make it easier for us to work for you. Anytime you would like more information about the above firms, please do not hesitate to ask. We want you to feel confident that you understand, to your satisfaction, how we work with and through these firms, why we have chosen to work with LPL Financial, and the absolute priority both LPL Financial and we place on our relationship with you.