Investments & Financial Planning
We understand that you have many financial dreams and goals such as buying a home, saving for your child's college tuition, and ensuring a secure retirement. No matter what your age or situation, a sound investment plan is an invaluable source of comfort and security. The staff of Del Norte Investment Services work with you every step of the way to help you successfully reach the financial summits of your life.
The Del Norte Investment 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.
Meet Del Norte Investment Services
Scott Covey has worked as a Financial Advisor for 19 years, for the past four years with Del Norte Investment Services. He has managed an office of advisors, and currently maintains a Life, Accident & Health Insurance license and is registered to sell securities. A former resident of New Orleans, he landed in Santa Fe after Hurricane Katrina accompanied by his pet cat, Pete. Scott attended Oklahoma City University on a baseball scholarship and loves to take week-long train trips around the United States.
Cynthia Frederick, Del Norte Investment Services Coordinator, works with Scott to ensure you have an excellent experience with us. Cynthia joined Del Norte Investment Services to grow her professional skills and to continue building relationships with our communities. A seeker of new and exciting challenges, she is eager to help you on your path to financial success. A native of Southern California, Cynthia, along with her husband, and two greyhounds, moved to New Mexico in 2019. Cynthia completed her B.A. in Communications from Cal State Fullerton and comes with 30 years of management experience. Her projects at home include raising chickens and pursuing her passion for photography.
Working with You to Reach Financial Goals
Scott Covey, our experienced Financial Advisor, will work with you to help define a financial strategy customized to your goals, risk tolerance, tax management**, income, and cash-flow needs. Using a collaborative approach, he will help develop a thoughtful strategy, which may then be implemented, continually monitored and reviewed to ensure that your financial objectives stay on course.
All personal information is kept strictly confidential, as required by law. We strive to serve you with respect, trust, and integrity to help improve your financial life. We will work with you in areas such as:
- Financial Management
- Retirement Planning
- Education Planning & Funding
- Wealth Management
- Beginning Investing Strategies
- Insurance Services
Check the background of this investment professional on FINRA's BrokerCheck.
Learn more and sign up for a complimentary, comprehensive evaluation. For an appointment with Scott Covey, Financial Advisor, please call Adrienne Steinbach at (505) 455-5319 or click here.
My Investment View
Through Del Norte Credit Union's Online Banking portal, see all your credit union and investment accounts in one place. Log in to your credit union account to:
- Review your investments
- Track your mortgage, savings, checking
- Connect with your financial advisor
My Investment View allows you to track your accounts and investments, anytime, anywhere in one convenient, central location.
*Del Norte Investment Services Advisors are registered representatives 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 DNCU 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. CBSI is a registered broker/dealer in all 50 states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.
**Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional.