Early career: Build a strong foundation.
Understanding your benefits, growing savings, and managing competing financial priorities from day one.
Financial guidance built for firefighters.
We stand apart from other wealth management organizations by dedicating ourselves to the unique financial needs of firefighters and their families. Our deep understanding of shift schedules, demanding work environments and pension-based retirement enables us to deliver personalized guidance that goes beyond generic advice. We offer tailored wealth management solutions through customized financial planning designed specifically for the Fire Family, empowering you to make informed decisions at every stage of life, from saving early in your career to navigating retirement.
Our commitment is to help you understand how your financial choices fit into the larger picture of your life and service, ensuring you have support that’s as strong as the community you protect.
Your career, your financial journey.
A fire service career moves through distinct phases and your financial planning needs to move with it. Early on, that means building savings and understanding benefits. Mid-career brings DROP decisions and protecting what you have built.
As retirement nears, the focus shifts to income sustainability and long-term confidence. Investment Services supports every phase with guidance built around fire service realities.
Mid-career: Protect what you’ve built.
DROP planning, smart investment strategies, and safeguarding your assets keep your financial future on track.
Retirement: Plan for lasting confidence.
Income sustainability, healthcare planning, and long-term security help you step into retirement ready.
The complete financial picture.
Your investment team at Firefighters First Credit Union works alongside the other service teams to help ensure financial decisions connect across your life. Financial Planning concepts naturally overlap with banking, tax services, insurance and estate planning
Our team of advisors often coordinate with our partners in banking, tax services, insurance and estate planning to understand how our planning decisions may affect your tax situation, asset protection and overall financial stability.
Investment
Plan, invest and retire smarter.
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Investments and Retirement -
Pension & DROP Program Planning
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Holistic Financial Planning
Insurance
Asset protection for every life stage.
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Personal
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Business
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Life and Long-Term Care
Tax Services
Tax guidance for firefighters.
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Support Beyond Basic Filings
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Union and Non-profit Expertise
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Guidance for Small Businesses
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Planning for Life Events
Bookkeeping & Payroll
For fire service organizations.
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Accurate, Reliable Books
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Customized Reporting
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Payroll Services
Legacy & Estate
Plan for your legacy and estate.
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Education and Guidance
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Wills & Trusts
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Healthcare Directive
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Professional Trustee & Executor Services
FINANCIAL SERVICEs
Plan with clarity at every stage.
Investment Services provides access to financial planning services that help members evaluate options and plan with clarity. These services include comprehensive financial planning, retirement, income, insurance, tax and legacy & estate designed to explore different scenarios based on your goals and timeline.
Meet your financial advisor team.
Get to know the people supporting you and your financial future. Explore their background.
David Flores
Financial Advisor
Jim Dubina
Financial Advisor
Kim Stirling, CFP®
Financial Advisor
Pedro Cisneros
Financial Advisor
Roman Moriarty, CFP®
Financial Advisor
Christiana Till
Client Services Representative
Get started on your financial journey.
Connect with our team to discuss your goals and explore wealth management solutions built around your life, your priorities and your future.
Everything you need to know about investment services.
What is Investment Services?
Investment Services provides personalized financial and retirement planning guidance designed specifically for firefighters and their families.
Do I need to be close to retirement to work with Investment Services?
No. Members work with Investment Services at many stages of their careers, including early and mid career planning as well as retirement preparation.
How are Financial Advisors assigned?
Financial Advisors are assigned by geographic region to ensure members work with professionals familiar with local retirement systems and regulations.
Is Investment Services part of Firefighters First Credit Union?
Investment Services work in coordination with Firefighters First Credit Union, though investment services involve additional considerations and disclosures.
Investment and insurance products and services are not insured by NCUA or any government agency, are not obligations of Firefighters First Credit Union, are not guaranteed by the Credit Union and may involve investment risk, including possible loss of principal. Advisory services are offered through registered investment professionals. Additional disclosures apply and will be provided as part of the advisory relationship.