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Craig Lundquist, a financial professional at Ideal Wealth Advisors located at the $1 billion, Woodbury, Minn.-based Ideal Credit Union, was appointed to the Senior Advisor Leadership Team (SALT) with TruStage. This distinction is awarded to a select number of financial professionals working through credit unions with TruStage who demonstrate a consultative approach with their clients, exceptional sales productivity, and leadership within their credit union and among their peers. Lundquist has worked in the investment and insurance industry since 2003. In addition to providing sound input and representing his fellow advisors with TruStage leadership and staff, Lundquist will also serve as an ambassador for TruStage and fellow financial professionals across the country.
The $2.2 billion, Kalamazoo, Mich.-based Consumers Credit Union hired Joshua Ruggles as a financial advisor. As a CUSO Financial Services financial advisor, Ruggles will assist Consumers members in making investment decisions and retirement plans in support of their financial goals. He has served a wide range of members in the financial services industry for the past decade.
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