Member Investment Services (MIS)


DCCU MIS TeamMember Investment Services (MIS) is here to help with your investment needs. Our team of financial advisors can offer you professional guidance and objective advice about a variety of topics:

  • Retirement Planning (IRAs, 401(k) education, and Annuities)
  • Various investment products (Mutual Funds, Stocks, Bonds, Real Estate, and Insurance)
  • Tax-advantaged Investing
  • Estate Planning
  • College Planning

To schedule a no-obligation appointment with one of our representatives, use our online contact form or call 540.946.3200.

Investment products are not FDIC/NCUA insured, not bank or credit union insured, not guaranteed by a government agency, may lose value, not a bank or credit union deposit

Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. DuPont Community Credit Union and Member Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, DE, FL, NC, OH, OK, PA, SC, TN, VA, WV.     

MIS Articles

These articles cover a variety of topics that pertain to how you can better prepare for the future and how our Member Investment Services team can help.

The Pre-Retirement Checklist: How Prepared are You?

Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. But thanks to our work together, you might be more prepared than you think! This handy checklist of ten crucial steps can help you visualize how far you’ve come. 

Building Trust with Your Investment Representative

Perhaps your doctor, lawyer, and accountant are trusted advisors. Through years of working with them, they have come to know your family and your particular needs. How about your investment representative? Your investment representative could be a resource to tap for financial planning information through the many stages of your life.

Six Main Sources of Retirement Income

For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources.

More Articles

Meet Our Team

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Josh ElmoreJosh Elmore, CFP®
LPL Registered Representative
VA Insurance License #911033
Registered in: CT, DE, FL, NC, OH, OK, SC, TN, VA

Josh grew up in Fishersville. He graduated from Grace Christian School in Staunton. Josh attended Virginia Commonwealth University (VCU) in Richmond where he received his Bachelor’s in Electrical Engineering. After college, Josh pursued a job opportunity with Dominion Energy at their North Anna Nuclear Station. While working at Dominion, Josh obtained his Master’s in Nuclear Engineering. Since growing up in a family of accountants and financial advisors, Josh always knew he wanted a career in financial planning. He joined the team in 2014. Being a lifetime learner, Josh obtained his Certified Financial PlannerTM Professional designation in 2016, and continues to strive to make sure the members financial planning needs are met. Josh and his wife Kasey have two daughters, Josie and Selah. Josh enjoys spending time with family, traveling, and skiing.

 

Ben IrickBen Irick, CFP®
LPL Registered Representative
VA Insurance License #721157
Registered in: AZ, CA, FL, NC, PA, VA

Ben studied economics at the University of Texas in Austin, with a minor in business administration. While working for a large investment firm in Houston, he obtained a multitude of investment and insurance credentials. After two years, he sought a company where he could focus more on building personal relationships and helping individuals with their financial needs. Since 2008, Ben has been servicing Member Investment Services' clients, and he obtained Certified Financial PlannerTM Professional designation in 2013.  Ben married his wife, Erin, in 2016 and they reside in Weyers Cave with their son. Ben enjoys traveling, reading, and spending time outdoors.

 

Ross ShullRoss Shull
LPL Registered Representative
VA Insurance License #789336
Registered in: NC, VA, WV

Ross was born in Staunton and grew up in the Verona area, graduating from Fort Defiance High School. He later attended James Madison University to study accounting, earning his Bachelor’s degree. Being passionate about helping people with their finances, he decided to go into the financial planning industry in 2010. Ross worked for a large investment services firm in Staunton before transitioning to Member Investment Services in 2015. Ross lives in Staunton with his wife and two daughters.

 

Stephanie HannaStephanie Hanna
MIS Administrative Assistant

After moving to Virginia from Florida in 2003, Stephanie joined the Member Investment Services team as an Administrative Assistant. Prior to joining the MIS team, Stephanie worked as an Administrative Assistant to the President of Ocwen Financial Corporation.

 

 

April KeziahApril Keziah
MIS Administrative Assistant

April is originally from Charlotte, North Carolina. She now resides in Waynesboro with her husband, Michael, and their three sons. April has been in the financial industry since 2001 and began her career with DuPont Community Credit Union two years later. She joined the Member Investment Services team in 2012 as an Administrative Assistant.

 

About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.

For more information about LPL Financial, visit www.lpl.com.

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