Martha Macken
I work with the members of Mayo Employees Federal Credit Union to help them identify and navigate their current financial situation, along with the financial events they will face in their lifetimes.
Together we will explore the financial alternatives available so you can make solid decisions about where and how you want to put your money to work.
Whether you are looking for investment ideas, retirement income, education savings, or small business planning, I can help you achieve your financial objectives – prudently and thoughtfully – through a long-term relationship with you based on trust. I will do this by following a process that offers a wealth of information, resources, consistent advice, products and services. A major part of our relationship will focus on communication to ensure that your program remains prudent for your situation.
When not working, you will see me with my husband Brian and our two young daughters boating or at sporting events.
To make an appointment, please call my assistant Michelle at (507) 293-8085, toll free at (800) 535-2129, or by e-mail at kennedy.michelle@mefcu-investmentservices.com. I can also be reached by e-mail at mackenm@mefcu-investmentservices.com.
Michelle Kennedy
Michelle Kennedy is the Administrative Assistant in the Investment Services Department. She has over 16 years of experience in the financial field, with 9 of those years in investments.
Michelle started her career with Mayo Employees Federal Credit Union in 2006. Her registrations include Series 7 and 63 securities license and a Minnesota insurance license for life, accident and health. Michelle takes pride in multi-tasking and attention to detail.
To make an appointment with an Investment Advisor, please call Michelle at 507-293-8085, toll free at 800-535-2129, or e-mail her at kennedy.michelle@mefcu-investmentservices.com.
John Church
My passion centers on working with families and helping them develop a unique financial management plan which could include Retirement Needs Analysis, IRA Management, Investment and Tax Strategies, Life Insurance, Long Term Care Insurance needs, College Planning and Estate Planning.
Over the last five years, I have developed a long-term financial management method to help my clients understand and work towards reaching their goals and dreams. The focus of my method:
- Step 1: Understand what is Important to You and Setting Goals
- Step 2: Gather Information
- Step 3: Develop Solutions for Your Specific Needs
- Step 4: Create and Implement your Personalized Financial Management Plan
- Step 5: Continuously Review and Evolve Your Plan
I graduated from the University of Minnesota with a Bachelor of Science Degree in Applied Economics. When not working, I enjoy spending time with my family, cycling, golfing, and traveling.
You are invited to stop by my office for a complimentary consultation to help you determine the next steps to your successful financial future. Please call or e-mail my assistant Sarah Kramer at 507-293-8086, or toll free at 800-525-2129, or kramer.sarah@mefcu-investmentservices.com to schedule an appointment. I can also be reached by e-mail at churchj@mefcu-investmentservices.com. My office is conveniently located at 130 23rd Ave SW, Rochester, MN (Cascade Lake location) within the MEFCU office. I would also be happy to schedule a call with you if you are not in the Rochester area.
I look forward to meeting you!
Sarah Kramer
Sarah Kramer is an Administrative Assistant in the Investment Services Department. She has her Bachelor of Science Degree in Business and has over 11 years of experience in the financial field. Sarah started her career with Mayo Employees Federal Credit Union in 2011.
To make an appointment with an Investment Advisor, please call Sarah at 507-293-8086 or 800-535-2129.
She is also available by e-mail at kramer.sarah@mefcu-investmentservices.com.
