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6420 U.S. Highway 290 East
Austin, TX 78723


We will reply to your email/phone call within two business days.
Phone:
  • (512) 302-6863

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A+ Federal Credit Union has partnered with SWBC Investment Services, LLC to offer complete financial services to our members.

Through A+ Wealth Management, located at A+ Federal Credit Union, members have a team committed to helping them achieve long-term financial success. With today's economic challenges and diverse investment choices, you need a trusted team who can simplify the investment process and can help you determine your short- and long-term investment needs including retirement and college planning, 401(k) rollovers, portfolio management and overall financial planning.

 

 

 

 

 

 

Ben Coleman, 
Senior Financial Advisor

             

 

 

 

 

 

 

Jeff Carrol-Freund, 
Financial Advisor

           

 

 

 

 

 

 

David Matthews, 
Financial Advisor

Located at Connally HS, Main, North, Northwest Hills, Pflugerville               Located at Cedar Park, Georgetown,
Hendrickson HS, Hutto, Leander, Round Rock, Round Rock HS, Trails @620
            Located at Akins HS, Bastrop, Bee Cave, Buda, San Marcos, San Marcos HS, Southwest, Stassney
                               
512.302.6817               512.421.2761             512.533.4219
bcoleman@swbc.com               jcarrol-freund@swbc.com             dmatthews@swbc.com
 

 

 

 

 

 

 

 

 

Shannon Taylor, 
Financial Advisor

             

 

 

 

 

 

 

Nadine Hall, 
Senior Licensed Client Associate

           

 

 

 

 

 

 

Scott Slutzky, 
Licensed Client Associate

Located at Connally HS, Harker Heights,
Main, North, Northwest Hills, Pflugerville
                             
                               
512.421.2835               512.302.6863             512.302.6844
shannon.taylor@swbc.com               nhall@swbc.com             scott.slutzky@swbc.com
 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck