GECU Investment and Trust Services is dedicated to serving your financial needs with integrity and the friendly, personalized service you deserve. We'll work with you to create a plan to help achieve your goals. Our investment professionals bring the experience and sound investment principles you need to grow and protect your money. The GECU Investment and Trust Services 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.
- 401(k) rollovers**
- Financial management
- Insurance services
- Education planning and funding
- Wealth management
Want to learn more? Call us at 915.774.1765 or go to our contact form below to set up an appointment.
Schedule An Appointment
Access Your Account Financial Calculators
Click below for more information regarding your advisor
Get to Know Your GECU Financial Advisors
Check the background of these investment professionals on FINRA's BrokerCheck.
As a Financial Advisor, Jorge has 8 years of experience providing sound, professional assistance, quality financial products and knowledgeable, friendly service to our community. Jorge is a Registered Representative of CUNA Brokerage Services Inc., a licensed Broker/Investment Advisor with a select portfolio of securities products, and a member of FINRA and SIPC. Jorge is also a General Lines agent licensed to do Life, Accident and Health insurance in the state of Texas and New Mexico.
Jorge was born and raised in El Paso, and grew up working in his family's business. He received his education at UTEP, where he earned a B.S. in Business Administration. Jorge has been a GECU member for more than 15 years. With experience serving Texas and New Mexico, Jorge has a unique understanding of the needs of our community and an ability to provide quality and knowledgeable service.
Debra has more than 5 years of experience providing sound, professional assistance and knowledgeable, personalized service to our community. A lifelong investor with a passion for member-centered service, Debra enjoys sharing experience to a wide range of members with a variety of unique needs. Debra graduated with a Bachelor of Arts degree from the University of Arizona in Tucson, Arizona. A long- time resident of the Southwest, she has enjoyed living and working in El Paso for more than 14 years.
Debra is a Registered Representative of CUNA Brokerage Services Inc., a licensed Broker/Investment Advisor with a select portfolio of securities products, and a member of FINRA and SIPC. Debra is also a General Lines agent licensed to do Life, Accident and Health insurance in the state of Texas and New Mexico. She is securities registered in Texas, New Mexico, Arizona, California, and Missouri.
*GECU Investment and Trust Services Advisors are registered representative of CUNA Brokerage Services Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.
**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you.
There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.