
“Our team extends a warm welcome to Demetra Moore,” said David Kaiser, SVP of Retail Services, who oversees the credit union’s retirement and investment program. “Demetra’s years of dedication to client service and providing personalized financial advice aligns perfectly with our credit union values of ‘People Helping People’. We look forward to his contributions, allowing us to expand the depth of knowledge and services that we can provide to our members.”
Demetra Moore has an impressive 24 years of experience in financial services, encompassing serving clients in advisory and educational roles. Regarding his approach to serving clients, Demetra said, “One thing I have learned during my career is that no matter where you are in your life’s journey, everyone has financial concerns. My goal is to understand each client’s unique circumstances and to provide guidance that helps improve their confidence as they pursue their goals.”
“We congratulate Central One Retirement & Investment Center on the expansion of their advisor team to strengthen their practice, meet evolving client needs and enhance the services they deliver to members,” said Julian Lopez, LPL Executive Vice President of Independent Advisor Services Relationship Management.
LPL Financial is an industry-leading firm that helps financial institutions build exceptional wealth management programs to better serve their communities—and help their clients thrive. LPL offers a wide range of investment products, premier platforms, and top-tier technology solutions to serve financial institutions of all sizes.