Team

We are able to offer you access to a broad range of investment and insurance products through Utilities Employees Investment Services (UEIS).

UEIS advisors are focused on helping UECU members and their families make the right investment choices. The UEIS team includes Financial Advisors, Gina Katrinak, AIF®, Matthew Birnbaum, and James Miller, CRPC®.

James Miller, CRPC^®

Financial Advisor

610-898-7507

james.e.miller@lpl.com

Jim is dedicated to advise and serve UECU’s members throughout the U.S. He helps his clients pursue their financial dreams through personalized investment planning and strategies. His personal philosophy is deeply rooted in...

Gina Katrinak, AIF^®

Financial Advisor

610-927-4021

gina.katrinak@lpl.com

Gina has a passion for helping clients achieve their financial goals through the development of a financial plan based on her client’s goals, timeline, and risk tolerance. She seeks to develop true partnerships with her clients...

Matthew Birnbaum, CPFA®

Financial Advisor

570-421-5625

matt.birnbaum@lpl.com

Over the past twenty-four years, working directly with individuals and families, Matt has been helping people make sound financial decisions while maintaining consistency with their individual comfort levels, investment timelines, and...