Wealth Management Services
Wealth Management isn't just for an exclusive club. It's for anyone who wants to build a better financial future for themselves and their family. Come talk to us to see how we might be of service.
The CCU Wealth Advisor Team
Move forward with confidence
Where do you see yourself in 5, 10, or 20 years? How can your finances help you pursue those goals? Tough questions. The good news is that we can connect you with the experienced professionals of CCU Wealth Advisors who can provide some solid answers.
Paul
Paul Slaughter
Wealth Advisor
Wealth Advisor
101 Sower Boulevard, Frankfort, KY 40601
800.228.6420, ext. 5447
Paul Slaughter is an experienced Financial Services professional dedicated to helping members build confidence in their financial futures. With more than a decade of experience serving individuals and families, Paul focuses on delivering personalized guidance rooted in trust, transparency, and a deep understanding of each member’s goals.
Paul brings extensive expertise in financial planning, investment strategies, and wealth management technology, ensuring members receive comprehensive and thoughtful support. He holds FINRA Series 7, 63, and 66 licenses, as well as Life, Accident & Health insurance certifications in Kentucky. He earned a Bachelor of Science in Business degree from Indiana University Southeast.
James
James McGary
Wealth Advisor
Wealth Advisor
2540 Sir Barton Way, Lexington, KY 40509
502.564.4775 ext. 5453
Jim McGary is a Lexington KY Native who returned home in March of 2023. Jim graduated from Henry Clay High School in 1985 and then graduated from Centre College with a BS in Economics and Management in 1989. Jim has been in the Financial Services industry for 16 years.
I got into this industry in 2008 largely out of necessity. What I realized is that an alarming number of people have little education about financial matters such as investing, insurance, retirement planning, college planning, etc... As I learned more about this industry, I found that I really enjoyed trying to address that "knowledge gap" and help my clients make sound, informed decisions that will increase their chances of financial success, and decrease the stress that was caused by this lack of education and uncertainty.
Kim
Kim Temple
Administrative Assistant/Program Coordinator
Administrative Assistant/Program Coordinator
101 Sower Boulevard, Frankfort, KY 40601
800.228.6420, ext. 5141
Hi! I'm Kim Temple, Administrative Assistant II for CCU Wealth Advisors at Commonwealth Credit Union. With nearly 25 years of dedicated service, I am committed to helping our members reach their financial goals. My role involves setting up meetings with our experienced CCU Wealth Advisors, ensuring you receive personalized financial guidance.
At Commonwealth Credit Union, we pride ourselves on our member-first approach, and I am here to make your experience as seamless and rewarding as possible. Whether you need assistance with scheduling, have questions about our services, or simply want to learn more about how we can help you achieve financial success, I am here to support you every step of the way.
Don’t hesitate to reach out and schedule a meeting. Let’s work together towards your financial success. I look forward to assisting you!
Samantha
Samantha Petter is a Financial Planner and Advisor partnering with Commonwealth Credit Union through LPL Financial. With 10 years of experience in financial services and nearly seven years as a fully licensed financial planner, Sam brings both technical knowledge and a genuine passion for helping people. She holds a degree in Accounting and has built her career with organizations including Fifth Third Bank, Fifth Third Securities, and Truist Financial Services.
Sam believes financial planning is ultimately about people, not products. She loves getting to know members, understanding what matters most to them, and helping make sense of decisions that can sometimes feel overwhelming. Integrity is at the center of Sam’s approach. She believes members deserve honest conversations, clear explanations, and an advisor who genuinely cares about doing what is right for them and their families. Her approach to planning looks at the bigger picture—from investments and retirement to protecting the people and things that matter most.
Sam’s goal is to be someone members know they can turn to throughout every stage of life: when things are going well, when life gets complicated, and whenever they simply need someone they trust to help them figure out what comes next.
CCU Wealth Advisors Services
Today’s complex and ever-changing financial marketplace makes successful investing more challenging than ever. It’s important to take a team approach to prepare for your financial future. CCU Wealth Advisors is available to help members with all their wealth management needs.
Whether you're a newly married couple, parents planning for a child’s education, or a worker planning for retirement, CCU Wealth Advisors can help you map out a plan for pursuing your financial goals.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Commonwealth Credit Union and CCU Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CCU Wealth Advisors, and may also be employees of Commonwealth Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Commonwealth Credit Union and CCU Wealth Advisors. Securities and insurance offered through LPL or its affiliates are: