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Home » Invest & Insure » About AFS

Our experienced professionals are here to do what’s right for you.

Since 1989, Apple Financial Services LLC, a wholly-owned subsidiary of Apple Federal Credit Union, continues to provide professional financial, insurance, investment and tax services to Apple members.

Helping you plan for life, our experienced experts listen to your needs to help you make the right financial decisions for you and your family. We specialize in Asset Protection, Auto/Home Insurance, Life Insurance, Retirement and 401(K), Pensions, Annuities and Tax Preparation. We also accept 401(k), 403(b), IRA, DROP & PLOP Rollovers.

Whatever your need, large or small, Apple Financial Services through CFS* is here to help. Our representatives and agents have decades of experience and are available by email or phone and can meet by appointment at any Apple Federal Credit Union branch.

Brenna Alexander-Clarke

Breena Alexander-Clarke

Email

Employed with Apple Financial Services since 1997

Licensed Insurance Agent since 1999

Auto/Home Insurance

Chris Furlong

Chris Furlong

Email

Employed with Apple Financial Services since 2005

Licensed Insurance Agent since 2007

Auto/Home Insurance

Chris Gabrys

Chris Gabrys

Email

Employed with Apple Financial Services since 2010

Licensed Financial Advisor since 1997

Life InsuranceAsset ProtectionFinancial PlanningIncome PlanningRetirement PlanningWealth Management

Fred Dean

Frederick Dean, Jr.

Email

Employed with Apple Financial Services since 2005.

Tax practitioner since 1981
Licensed Financial Advisor since 1995

Life InsuranceTax ServicesFinancial PlanningRetirement PlanningWealth Management

Jim Waters

Jim Waters

Email

Employed with Apple Financial Services since 2014

Licensed Financial Advisor since 2000

Life Insurance Financial PlanningRetirement Planning

Jon Davis

Jon E. Davis

Email

Employed with Apple Financial Services since 2016

Licensed Financial Advisor since 1987

Financial PlanningRetirement Planning

Robert Gascon

Robert Gascon

Email

Employed with Apple Financial Services since 2016

Licensed Financial Advisor since 2013

Financial PlanningRetirement Planning

We do not disclose any non-public information about our clients or former clients to anyone, except as instructed to do so by such clients or as required by law. We restrict access to non-public information to those professionals necessary to provide investment, insurance and tax services and we maintain physical, electronic, and procedural safeguards to protect non-public information.

*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. Apple FCU has contracted with CFS to make non-deposit investment products and services available to credit union members. Apple Financial Services LLC is a subsidiary of Apple FCU and is not directly affiliated with CFS. Tax preparation services are not affiliated with CFS. CFS and its Representatives do not provide tax advice. A qualified professional should be consulted for specific individual tax or legal guidance. †CRPC® is a registered service mark of the College of Financial Planning®.