Sun Lifetime Financial AdvisorsSun Lifetime Financial Advisors' products and services compliment those made available by the credit union, by offering financial planning, investments and insurance products.

As salaried employees of Sun Federal Credit Union, advice is based with your needs in mind.

They offer:

  • Retirement Planning
  • 401(k) Rollovers***
  • Education Funding
  • Life & Disability Insurance
  • Investment Management, including fee reviews/planning
  • Tax-efficient Strategies*
  • Wealth Transfer
  • Long-Term Care Insurance

Schedule a no-cost, no obligation financial assessment to review your current financial picture, discuss goals and develop a plan to achieve those goals.

About Our Team

Stacey Dosch, Wealth Management Manager/Financial Professional, CRPC © has been in the financial industry more than 10 years. She has her bachelor’s degree in Business Administration from the University of Toledo. Stacey is married with two children and lives in Toledo. She enjoys spending time with her family; especially walking at the local metro parks.

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Tim Davis, Associate Financial Professional, completed his bachelor’s degree from Rutgers University. Tim is married with a daughter and lives in New Jersey. He enjoys spending time with family, fishing and reading.

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BrokerCheck

Sun Lifetime Financial Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.

Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registsered broker/dealer in all fifty States of the United States of America. 

*Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, please consult your attorney.

** Commissions are still paid by members on most product sales. The advisor is not credited the commissions, but rather receives an annual salary. The Advisor’s salary is not based on the commissions you pay, they are not motivated to sell any specific products. They consider each situation and present products and services in line with your needs and interests.  

***Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you.  There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA. 

FR-2952283.1-0220-0322