Check the background of this investment professional on FINRA's BrokerCheck

Each member of this team concentrates on developing, implementing, and monitoring personalized financial plans for clients. They specialize in retirement strategies and IRA rollovers for 401(k)s, 403(b)s, 457s, Profit Sharing, and TSPs.

Whether it’s developing sound solutions for your retirement, helping to generate income, or protecting your assets through insurance, your Advisor is here to:
  • Listen to your financial needs
  • Provide impartial advice to help you make informed decisions
  • Be dependable and responsive
 
advisors_paul_mooney.png W. Paul Mooney
Vice President of Investment Services & Retirement Solutions, Empower Federal Credit Union
CUSO Financial Services, L.P., Program Manager


Securities licensed in the following states:
CT, NY, PA, TX
FINRA 7/63/24 Registrations
New York State Life Insurance License
Pennsylvania Life Insurance License
315.728.5433
800.462.5000 ext. 5433
wmooney@empowerfcu.com
advisors_jeffrey_jock.png Jeffrey Jock, CFP®
Wealth Advisor
CUSO Financial Services, L.P.


Securities licensed in the following states:
AL, AR, AZ, CA, CO, CT, FL, GA, KS, KY, MA, MD, ME, MO, MS, NC, ND, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WI
FINRA 6/7/63 Registrations
New York State Life, Accident & Health Insurance License
New York State Property & Casualty Insurance License
New York State Partnership for Long-Term Care Certification
315.728.3435
800.462.5000 ext. 3435
jjock@empowerfcu.com
advisors_john_kirwan.png John Kirwan
Wealth Advisor
CUSO Financial Services, L.P.


Securities licensed in the following states:
CA, FL, MD, NC, NJ, NY, PA, VA
FINRA 7/66 Registrations
New York State Life, Accident & Health Insurance License
315.728.3437
800.462.5000 ext. 3437
jkirwan@empowerfcu.com
advisors_shaun_kimball.png Shaun Kimball, CLU®, LUTCF
Wealth Advisor
CUSO Financial Services, L.P.


Securities licensed in the following states:
FL, IL, MD, MO, MS, NY, OH, PA, SC, VA, VT
FINRA 7/66 Registrations
New York State Life, Accident & Health Insurance License
Notary Public
 315.728.3436
800.462.5000 ext. 3436
skimball@empowerfcu.com
Peggi Lane Peggi Lane, RP®
Operations Manager
CUSO Financial Services, L.P.


FINRA 6/63 Registrations
Notary Public
315.728.5434
800.462.5000 ext. 5434
plane@empowerfcu.com

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal.Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.