Certified Financial Counselors at UCU

Have you ever been “off track” financially or maybe just need a little financial guidance? Our Certified Credit Union Financial Counselors (CCUFC) are here to help U!

Across our state-wide locations, and virtually, UCU's Certified Financial Counselors are here for U, no matter where you are and what financial questions you may have. Our financial counselors can provide a counseling session focused on education and assistance in areas such as:

  • Budgeting
  • Credit score improvement
  • Debt management
  • Suggestions to work towards long term goals
  • Tips to improve your financial situation

Personal Finance is something we all navigate. Sometimes, all it takes is support and education from our financial counselors to help steer and make the journey more of a success!

UCU's CCUFC Team

Amanda Allen, Branch Manager
Carla Theriault, Video Branch Manager
Madison Gray, Branch Manager
Jennifer Deschene, Community Engagement Manager
Seth Poplaski, Community Engagement Manager
Ree Anna Bridges, Community Engagement Manager
Bryan Doby, Branch Manager
Rebecca Dinardo, Assistant Branch Manager
Hannah Jamison, Call Center Manager
Brooke York, Branch Manager

Request an Appointment

Fill out our request form today to meet virtually or in-person with a certified counselor:

Story of Success

A UCU CCUFC had counseled a UCU member for a few years, the journey began when the member was a college student and reached out to her for some financial advice. At that time, the member had no savings, needed to buy textbooks, and had a few maxed out credit cards with a credit score that was not favorable.  After weekly sessions filled with conversation topics of sticking to a budget, paying bills on time, and maintaining a savings account, this member was able to get back on the right track.

Within a short period of time, they were able to increase their credit score, pay the credit cards down, and started maintaining a substantial savings.  At a final meeting, the member thanked Lesley and was able to purchase a car, take a long awaited trip, and was able to pay off the credit cards.

Schedule an appointment today! Our financial counselors can help you use credit wisely and be a smart consumer, empower yourself to work towards your financial goals. We are here for U at University Credit Union and our Certified Credit Union Financial Counselors (CCUFC) can help you along the way!

UCU Member Education

There are a variety self-service information about financial education on our website. Learn more by visiting our Member Education page.

Within UCU Digital Banking, we offer SavvyMoney, a credit score tool to help you review and manage your credit information. To view, login to Digital Banking or Mobile App and select "Credit Score" from the left hand side menu.