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Company Overview

Located within Utilities Employees Credit Union (UECU), the Utilities Employees Investment Services (UEIS) Financial Advisor team is focused on helping members and their families make the right investment choices. The UEIS team is comprised of industry veterans Gina Katrinak, Matthew Birnbaum, and James Miller.

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