Our Team

 Terry French  | Financial Consultant

CP Federal Credit Union is proud to provide its members access to a wide array of services, including investment services. Financial Consultant, Terry French, is here to help you with all your investment needs. Terry earned his business degree at Greenville College and has a financial background in banking and mortgages. Prior to employment with CP Federal Credit Union he worked for Edward Jones Investments for over three years. He holds a series 7 and series 66 securities registrations with LPL Financial and can help you with a number of items including mutual funds, annuities, investment trusts and individual stocks. He has a passion for the planning side of the business and enjoys helping clients map out their retirement income as well as finding efficient tax strategies to try to grow their money. Terry looks forward to assisting each client in their unique situation and helping them pursue their long term financial goals.

Jamie Potts | Client Services Assistant

Our Client Services Assistant, Jamie Potts, is here to help assist you with all of your administrative needs. Jamie has her Associates degree in accounting from Baker College and has been in the financial industry for over 17 years. Within the past 17 years, Jamie has spent over five years working directly with our members on individual retirement accounts and certificates of deposits. Jamie works one-on-one with our Financial Consultant, Terry French, to aid in his goal of listening to each scenario and advising individuals on what is financially appropriate for them.