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Investment Services | Appointments

Backed by RCU's commitment to service, our seasoned team of CFS* Financial Advisors provides a variety of quality investment products and advice available through CUSO Financial Services, LP (Member of FINRA/SIPC). Our team members are here to serve you in the following locations:.

Santa Rosa


Lin Buencamino, CFS* Financial Representative

Lin Buencamino

CFS* Financial Advisor
Serving Members Since 2016
CA Ins. Lic. #0I36682

Serving: Sonoma, Mendocino Ave & North Dutton

Make an Appointment

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Christine Foster, CFS* Financial Advisor

Christine Foster

CFS* Wealth Advisor
Serving Members Since 2001
CA Ins. Lic. #0B09299

Serving: Existing Member Clients Only

Make an Appointment

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Clark Matthiessen, CFS* Financial Advisor

Clark Matthiessen, CFP®, CRPC®

CFS* Financial Advisor
Serving Members Since 2001
CA Ins. Lic. #0C63928

Serving: N. Dutton Ave. & Mendocino Ave.

Make an Appointment

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Kevin Onikuza, CFS* Financial Advisor

Kevin Onizuka, CRPC®

CFS* Financial Advisor
Serving Members Since 2015
CA Ins. Lic. #0H06139

Serving: Fourth Street

Make an Appointment

North Sonoma County, Mendocino County & Lake County


Sara Crouch, Investment Advisor

Sara Crouch

CFS* Financial Advisor
Serving Members Since 2018
CA Ins. Lic. #0D87798

Serving: Cleveland, Cloverdale & Lower Lake

Make an Appointment

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Mike DeFazio, CFS* Financial Advisor

Mike DeFazio, AIF©

CFS* Financial Advisor
Serving Members Since 2007
CA Ins. Lic. #0D98092

Serving: Windsor, Point Arena & Ukiah

Make an Appointment

South Sonoma County


Steven Kerston, CFS* Financial Representative

Steven Kerston

CFS* Financial Advisor
Serving Members Since 2011
CA Ins. Lic. #0G12454

Serving: Rohnert Park & Sebastopol

Make an Appointment

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Julie Nix, CFS* Financial Advisor

Julie Nix, CRPC®

CFS* Financial Advisor
Serving Members Since 2014
CA Ins. Lic. #0H30758

Serving: Petaluma & Ukiah

Make an Appointment

Marin, Napa & San Francisco


Chris Garcia, CFS* Financial Advisor

Chris Garcia

CFS* Financial Advisor
Serving Members Since 2019
CA Ins. Lic. #0G18908

Serving: San Rafael & San Francisco

Make an Appointment

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Michael Ryan, CFS* Financial Advisor

Michael Ryan

CFS* Financial Advisor
Serving Members Since 2017
CA Ins. Lic. #0I77530

Serving: Mill Valley & Novato

Make an Appointment

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Josepth Turfa, CFS* Financial Advisor

Joseph Turfa, CRPC®

CFS* Financial Advisor
Serving Members Since 2009
CA Ins. Lic. #0C44098

Serving: Napa, Novato & American Canyon

Make an Appointment

TT SPA Advisors: Chris Garcia

TT SPA Advisors: Joseph Turfa

TT Advisors: Joseph Turfa

TT Advisors: Christopher Garcia

TT Advisors: Sara Crouch

TT Advisors: Michael Ryan

TT Advisors: Lin Buencamino

TT Advisors: Kevin Onizuka

TT Advisors: Julie Nix

TT Advisors: Steve Kerston

TT Advisors: Clark Matthiessen

TT Advisors: Mike DeFazio

TT Advisors: Christine Foster

About Mark Nguyen

Mark joined the RCU wealth management team in 2018, bringing over 15 years of extensive experience in the brokerage/investment industry.

He believes success in achieving financial goals starts with a comprehensive wealth strategy. Mark is a long-time resident of San Francisco and would love the opportunity to help Members work toward reaching their investment and retirement goals.

“Together, we will identify what is most important to you. We’ll partner to formulate the investment strategies and solutions suited to your unique needs and financial goals.”

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

About Chris Garcia

Christopher Garcia joined Redwood Credit Union in 2019 and provides clients with investment advice, financial analysis, and portfolio management.

With more than 10 years of experience in the financial services industry, he understands the complex nature of unique financial situations, including managing individual client relationships.

“A good financial plan involves bringing the future into the present so that you can do something about your life goals now.”

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

About Sara Crouch

Sara Crouch came to Redwood Credit Union in 2018 with 14 years of experience in wealth management and financial planning. She takes a balanced approach to help people reach their immediate and long-term goals.

“I greatly enjoy assisting people in the North Bay with their financial needs. My approach to serving our Members is not trying to address every concern right away, but chipping away at the most important, building on those small successes, and using that as a benchmark for the next phase of protecting their financial stability. While I can usually provide a product or service that can assist in the short term, my greatest contribution is to also make sure long- term goals are being examined to strive for the best possible outcome not only for now, but for later.”

Sara serves Members in Cloverdale and Santa Rosa.

FINRA Licenses: Series 6, 63 & 65
State Securities Licenses: CA

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

RCU Investments & Wealth Management

About Michael Ryan

Michael joined Redwood Credit Union as a Financial Advisor in 2017. He coordinates the financial affairs of individuals, families, and business owners throughout Marin and Sonoma County.

With a holistic investment philosophy, Michael strives to understand a client’s complete financial picture before recommending solutions. He educates his clients to help them make better decisions about their financial affairs.

“My goal is to bring clarity and simplicity to my clients’ financial lives, while becoming a trusted ally as they achieve personal, financial, and professional success.”

Prior to joining RCU, Michael was a Financial Advisor and Relationship Manager with some of the nation’s largest financial firms.

FINRA Licenses: Series 6, 7, 63, 66 – Life Insurance Licenses: CA #0I77530

State Securities Licenses: CA

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

About Danielle Beasley

Danielle Beasley joined Redwood Credit Union’s wealth management team in 2013, initially serving as a licensed assistant before being promoted to an associate financial representative in 2016.

Ms. Beasley received her bachelor’s degree in communication, magna cum laude, from Biola University in La Mirada, Calif. She also received an associate degree in paralegal studies from Empire College in Santa Rosa, Calif.

“At Redwood Credit Union, I help Members design a clear financial roadmap for every stage of life,” says Ms. Beasley. “My passion is to create smart, well-rounded investment portfolios that ensure financial independence.” 

FINRA Licenses: Series 6, 63 — Life Insurance License: CA #0K37660

State Securities Licenses: CA

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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Redwood Credit Union serves anyone living, working or owning a business in California’s Northern Bay Area, which includes the counties of Sonoma, Marin, Napa, Mendocino, Lake, San Francisco, Contra Costa and Solano. We look forward to serving you!

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