Members Financial SERVICES

Alicia Ellis

MEMBERS Financial Services

Financial Advisor

Located at Texas Bay Area Credit Union

713-336-5591
alicia.ellis@cunamutual.com

Members Financial Services currently manages over $20 million dollars in a variety of retirement & non-retirement iinvestment accounts for the members of Texas Bay Area Credit Union.

As a Registered Representative, Alicia is especially qualified to provide credit union members with professional assistance, quality financial products and dependable service. Alicia is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC. Alicia is also a licensed insurance representative of CUNA Mutual Insurance Society.

PHilosophy
As your MFS Representative, I will spend the time to understand your financial concerns and work in a partnership with you to develop a customized investment program that best meets your needs and concerns. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies.

MEMBERS Financial Services located at Texas Bay Area Credit Union offers its members intelligent advice based on research, intellect, and hard work ethics. It's an approach that will help you achieve your financial goals. Whether you are beginning a relationship with Members Financial Services or utilizing our many services, we believe that Members Financial Services offers unique advantages to all of our members.

Principles of Success
Integrity - Our commitment is to be mindful of the trust we ask our members to place in us and we will continuously earn that trust by conducting our business with the highest level of ethical standards.

Member Focused - Our success is driven by satisfying our members needs and is dependent on our ability to adapt to a changing marketplace and continuously deliver products and services that offers them true value.

Shared Commitment - Our most valuable assets are our members. We strive to create a culture in which our members are treated with respect, courtesy and honesty.

MEMBERS Financial Services offers assistance with:

• Money Management Estate Planning

• Life Insurance Planning Tax Planning

• Education Funding Business Planning

• Investment Planning Health Insurance Planning

• Retirement Planning

• And, much more!

If you'd liked more information on one these personal financial management services, please connect to the MEMBERS Financial Network web site, and you'll be on your way to a great financial management program tailored to fit your individual needs!

For more information on one these personal financial management services, visit the MEMBERS Financial Network web site.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not
obligations of or guaranteed by the financial institution. CBSI is under contract with the financial
institution, through the financial services program, to make securities available to members. CUNA
Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

For more information about TBACU or to find out how you can join, please call 713-336-5500 or 800-577-3164, visit any branch office or e-mail us.

To apply for membership please contact us.