Frontwave Investment Services
Smart Strategies. Real Growth. Your Financial Future Starts Here.
Your money should work as hard as you do. Whether you're planning for retirement, growing your investments or securing your family's future, Frontwave Investment Services gives you the tools and expertise to build wealth, protect your assets and take control of your financial future.
With a team of experienced financial professionals by your side, you’ll get personalized strategies designed to help you preserve, grow and maximize your wealth. No guesswork. No cookie-cutter plans. Just smart, strategic financial guidance to help you reach your goals.
Financial Solutions That Work for You
Wherever you are in life, we’ll help you make confident financial moves with services like:
- Retirement Planning – Build a secure future with a strategy that fits your lifestyle
- Investment Management – Optimize your portfolio for long-term success
- Education Funding – Plan ahead for college expenses with smart savings solutions
- 401(k) & IRA Guidance – Get expert advice on maximizing your retirement savings
- Retirement Income Planning – Ensure steady income after you stop working
- Long-Term Care Insurance – Protect yourself and your family from future healthcare costs
- Comprehensive Financial Planning – Take a big-picture approach to building wealth
Expert Guidance, Tailored to You
At Frontwave, we don’t just manage investments. We build relationships. Our financial professionals take the time to understand your goals, risk tolerance and timeline, creating a plan that’s as unique as you are.
Start Building Your Future Today
The best time to plan for tomorrow is now. Let’s build your financial future together.

Financial Professionals

ChFC, CLU
Available for no-obligation appointments Monday to Friday, 9 a.m. to 5 p.m.
Learn more about Kathy by reading her bio and checking her professional background on the federal Financial Industry Regulatory Agency's Broker Check website.

Financial Advisor
Available for no-obligation appointments Monday to Friday, 9 a.m. to 5 p.m.
Learn more about Niko by reading his bio.
Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations | May Lose Value |
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.
LPL Financial Form CRS
Your 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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.