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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.

Wealth Advisors

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

Phone: 833-871-1847

Rance Carlson, CFP®, MBA

Phone: 833-871-1847

Chase Dalton

Phone: 833-871-1847


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 ObligationsAre Not NCUA or otherwise Federally InsuredAre Not Credit Union GuaranteedMay 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.