Wealth Advisors
People First Financial Solutions is designed to help you in achieving your financial goals with a comprehensive and collaborative approach to investments. Regardless of whether you possess seasoned investment knowledge or are taking your first steps toward financial freedom, our expertise will help guide your short- and long-term plans to achieve financial peace of mind.
Ready to get started? We’re Here to Help.
Meet Our Wealth Advisors
Our passion is helping members with their financial well-being. No matter how big or small your financial goals are, we are here to help you build a plan to reach them. We believe all members should have the opportunity to reach their goals, regardless of where they are on their financial journey.
We look forward to connecting you with a Wealth Advisor to gain insights into managing your financial future and start your personalized financial plan.
Meet the Team
Jeff Vineyard
jeff.vineyard@cu.financial
Phone: 484-408-6173
I pride myself on a knack for creative problem-solving. With more than 15 years of experience, I enjoy helping people navigate important financial decisions and build confidence in their financial future.
“Closeness and familiarity are what helps me understand the unique needs, dreams and desires of the members I serve.”
I take time to learn what matters most to each member and tailor a financial plan that meets them where they are. I enjoy the challenge of creating personalized investment strategies that align with individual goals, whether someone is just beginning to invest or preparing for retirement.
Outside of work, I enjoy spending time with my wife and daughter. In my spare time, you’ll often find me on the golf course or coaching my daughter’s sports teams.
I work with individuals and families who want to enjoy their true passions—whether that’s traveling, spending more time with grandchildren, or creating a legacy for future generations.
“With a financial plan in place, you have a path to help you reach your goals.”
I work with my clients to truly understand the “why” behind their goals so I can create a financial path that helps them get there. Depending on their needs, our conversations may include trust and estate planning strategies, preparing for retirement income, or evaluating life insurance and long-term care coverage to help protect their future.
My passion for being an advisor is helping clients reach meaningful milestones that bring them closer to achieving their dreams.
Outside of work, my wife and I enjoy spending time with our three boys and staying involved with organizations that support our community. In my free time, I enjoy golfing, being outdoors, and relaxing with my family at the beach.
Disclosures:
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC-registered investment adviser. Member FINRA/SIPC. People First Federal Credit Union (“People First”) has contracted with Copper Financial to make non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. People First and People First Financial Solutions are not broker-dealers or investment advisers and are not affiliated with Copper Financial. For important disclosures from Copper Financial please visit here.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
Link to the Copper Financial Customer Relationship Summary
Investment and insurance products offered through Copper Financial:
| Are Not Credit Union Deposits or Obligations | Are Not NCUA or otherwise Federally Insured | Are Not Credit Union Guaranteed | May Lose Value |
People First has contracted with Copper Financial to provide investment products and services to People First members. People First is not a client of Copper Financial. People First will receive compensation from Copper Financial if you open an account with Copper Financial. This compensation creates an incentive for People First to refer clients to Copper Financial. For additional information please see the Program Credit Union Referral Fee Disclosure available here.
To learn more about Copper Financial and its financial representatives, visit FINRA BrokerCheck.