Meet Our Advisors
Helping You Find Your Path to Financial Freedom
Corby Smith
Vice President
2900 Decker Drive
2900 Decker Drive
Baytown, TX 77521
281.462.3591
Corby.Smith@crcu.org
With over 20 years of experience, Corby offers complimentary financial reviews and will help you design a plan specific to your goals. Each of our clients have a unique set of challenges and opportunities for their future retirement. Whether it's growth, retirement income or a child's education, he is available to help you make more informed decisions about your financial future. Corby Smith has a Bachelor of Science, Mathematics Degree from University of Houston.
Heather Lunsford
Vice President
6903 Atascocita Road
6903 Atascocita Road
Atascocita, TX 77346
281.462.3592
Heather.Lunsford@crcu.org
A lifelong resident of the Baytown area, Heather draws on her nearly 20 years of financial services experience working with a diverse clientele to help pursue our clients unique financial goals. Heather guides clients through each financial stage of their life using a goals based process evaluating a client’s current financial and life situation while analyzing their needs and personal risk tolerance. Heather’s recommendations are grounded in a financial planning approach when suggesting strategies clients can use to pursue their goals and objectives. These strategies include options that provide strong current income, income tax reduction strategies, retirement income planning, asset allocation, long term care planning and tax efficient strategies to transfer wealth to the next generation.
You can meet Heather at the Atascocita, Crosby, Mt. Belvieu, Hwy 146 and New Caney locations.
.png)
We offer:
|
|
|
|
|
|
|
|
Schedule Today
Get on the road to pursuing your financial dreams. Connect with our financial advisor for your complimentary consultation call or visit:
* Required
Thank you for your submission!
Someone will be in touch with you soon.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.(Opens in a new Window)
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA(Opens in a new Window)/SIPC(Opens in a new Window)). Insurance products are offered through LPL or its licensed affiliates. Community Resource Credit Union and CRCU Retirement and Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CRCU Retirement and Investment Services, and may also be employees of Community Resource Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Resource Credit Union or CRCU Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Community Resource Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit here for more detailed information.
