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Insurance, Retirement, and Investment Services (IRIS)

Navigating your financial future can be extremely challenging. Whether a student, working full or part-time, or the on-the-go guardian, you need trusted advice. And that is where IRIS and our dedicated staff comes into the picture. Our local Investment, Retirement, and Insurance (IRIS) Team are financial advisors who can assist with your financial journey—from saving for your child’s college education to living comfortably in your retirement. Even better, our seasoned professionals offer free consultations to get to know you and your financial dreams.

The FirstLight IRIS 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.

STRATEGIES FOR PROTECTING YOUR INVESTMENT AND YOUR FUTURE!

INSURANCE

You’ve worked hard to build the life you’ve wanted. Insurance can protect you and those you love from an unexpected death, illness and even from living longer than expected. By protecting yourself with life and long-term care insurance, as well as Annuities. Talk to one of our financial advisors to help you find peace of mind in protecting yourself and the one’s you love.

RETIREMENT

It’s never too early or too late to prepare for your future. With a professionally managed portfolio, you can match your financial planning needs to the right saving strategy. Our financial advisors can help you ensure you are on track—providing a pathway for consistent savings over time with the right long-term strategies.

INVESTMENTS

Why not design a savings or retirement plan based on your specific goals? Your plan may include a balanced portfolio of funds and investments. Our trusted financial advisors will guide you in how to allocate your resources based on your goals. Investments can include stock options, bonds, and/or mutual funds.

MEET THE TEAM

We pride ourselves in providing our membership with access to experienced industry professionals that can assist you in reaching your financial goals. Our financial advisors help you develop customized financial strategies specifically for you. Better is…knowing you have financial advisors on your side! Check the background of these investment professionals on FINRA's BrokerCheck.

PHILIP BOYD – Financial Advisor
Phillip has been a financial planning professional for twenty-six years, spending the past thirteen years with FirstLight where he has enjoyed helping credit union members and their families reach their financial goals. He previously served with Nationwide, assisting school employees in all independent school districts, City, and County employees of El Paso.

Phone: (915) 564-3257
Email: phillip.boyd@cunamutual.com

ERIK JAIME – Financial Advisor
An El Paso native, Erick has worked in financial services over fourteen years providing families tailored financial and wealth management strategies to include insurance, retirement, and investments. A UTEP graduate with an undergraduate degree in Finance, Erick lives in Las Cruces with his wife and two children. He would love to sit down with you and learn more about your financial goals.

Phone: (575) 541-9941
Email: erik.jaime@cunamutual.com

JOSEPH REYES – Financial Advisor
Born and Raised in EL Paso, Joe is a graduate from UTEP with a Bachelor’s in Finance, Management and Accounting and earned an MBA from Webster University. With eleven years of financial services experience, Joe is passionate about identifying strategies to help members achieve their financial goals. His specialties are investments, retirement planning, wealth and risk management. Joe has a General Lines agent license to provide life, accident, and health insurance in Texas and New Mexico. Joseph is also registered to sell securities. 

Phone: (915) 564-3328
Email: jreyes@cunamutual.com

At FirstLight, financial planning is more than just increasing assets, it’s about building relationships to help you achieve your financial goals and dreams. For a free consultation, schedule an appointment today with our local financial advisors.

For more information about FirstLight Investment, Retirement, and Insurances Services please click here.

Disclosure:
FirstLight Investment, Retirement, and Insurances Services Financial 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-3684669.1-0721-0823

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