Helping You Reach Your Financial Goals

We offer exceptional products and services and tailor our approach to your individual financial needs.  Whether you’re looking for help with a specific goal or looking to design a comprehensive wealth management strategy, we’re the resource you can trust for all of your investment services needs.

Retirement Services
  • Planning assistance
  • Retirement plan rollovers (401k, 403b, D.R.O.P.)
  • Individual Retirement Accounts (IRAs)
  • Business Retirement Accounts

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Financial Management
  • Develop achievable goals
  • Create a savings and investment plan
  • Protecting financial security
  • Building net worth
  • Managing wealth
  • Creating income from assets
Investments
  • Mutual Funds
  • Bonds
  • Stocks
  • Options
  • Real Estate Investment Trusts (REIT)
  • Annuities

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Wealth Management & Estate Planning
  • Comprehensive analysis and financial planning
  • Retirement and estate transfer planning
  • Managed Accounts
Insurance
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income
Education Planning and Funding
  • Planning assistance
  • Education savings accounts

Our Team

Your financial goals are unique. So are you. Our team of experienced advisors is here to listen to your story and help you make the right choices when preparing for your future.

 

Fred Hilton ChFC, CRPC®, Financial AdvisorFred Hilton ChFC, CRPC

With over 25 years of experience in financial planning and wealth management, Fred Hilton has served the members of CAMPUS USA Credit Union since 2000. Fred is FINRA® registered and Florida Life, Health & Variable Contracts licensed.  In addition, he has earned the designations of Chartered Financial Consultant and Chartered Retirement Planning Counselor®.  He is a recognized leader in the investment community in Northeast Florida. He is married (27 years) with 5 children. Fred enjoys coaching his children’s various sports and is also a certified pyrotechnic, overseeing the City of Alachua’s Fourth of July Firework event since 1999.

 

Marlon Awuma CRPC®, Financial AdvisorMarlon Awuma CRPC, Financial Advisor

Marlon Awuma has been serving the members of CAMPUS USA Credit Union for over 9 years. In his role as a Financial Advisor he assists clients with retirement planning, investments, as well as their insurance needs. Marlon is FINRA® registered and Florida Life, Health & Variable Contracts licensed.  He is a graduate of the University of Florida with a major in Finance and has earned the Chartered Retirement Planning Counselor® designation. Marlon is a graduate of the CUNA Mutual Group 2015 Honors Academy class during which he earned the star achievement award and was also featured on the front cover of the June 2015 Ocala Men of Style magazine. He enjoys spending time outdoors with his wife Nikki and their three children, Gabriel, Cameron, and Jennis.

 

John Cervellera, Financial AdvisorJohn Cervellera, Financial Advisor

John Cervellera is a graduate of the University of Central Florida, with a degree in Finance, is FINRA® registered and Florida Life, Health & Variable Contracts licensed. Born and raised in Ocala, John is deeply imbedded in the Ocala Community. In 2013, John helped establish the Alex McDonald Foundation, a non-profit organization providing scholarships for youth in Marion County, in honor of a friend that passed. John is a Board Member of the Public Education Foundation of Marion County and spends countless hours volunteering in his community.

 

Weston Gallop, Financial AdvisorWeston Gallop, Financial Advisor

Weston Gallop is a Gainesville native with over nine years of business experience. Weston graduated from the University of Florida in 2007 and joined the CAMPUS Investment Services Team in 2014. He is FINRA® registered and Florida Life, Health & Variable Contracts licensed. Weston enjoys working with his clients to identify their dreams and aspirations, and to help create a financial plan that will accomplish them. He is a committee member with STOP! Children’s Cancer as well as director of basketball with Pray then Play Sports. Weston enjoys spending weekends playing golf, woodworking, and spending time with his wife, Julie and daughter, Mary Grace.

 

Lisa Brenneman, Program CoordinatorLisa Bruce, Program Coordinator

With over 18 years in the financial services industry, Lisa Bruce has served as the Program Coordinator for CAMPUS Investment Services since 2002. Lisa is FINRA® registered and Florida Life, Health & Variable Contracts licensed. She is a Florida native and longtime resident of Gainesville along with her two children, Jordan & Ethan. Lisa enjoys participating in the music ministry at Westside Baptist Church and is an avid runner and marathoner.

 

Jared Overacker, Sales AssistantJared Overacker

Jared joined the CAMPUS USA Credit Union team in 2013. As a Sales Assistant, Jared is FINRA® registered and Florida Life, Health & Variable Contracts licensed. Jared is an Alachua County native with strong ties to the community. When he’s not playing sports himself, Jared enjoys rooting for his nephews in little league.

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Make an Appointment

CAMPUS members get a no cost, no-obligation financial consultation.

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Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The ChFC and CRPC® designation marks are not affiliated with CUNA Brokerage Services, Inc.

FR-1441617.1-0316-0418

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