Did you know that you have access to experienced financial professionals — just for being a part of Consumers Credit Union?

Our financial advisors are available to help you customize a financial plan that meets your goals. Start making your financial plans a reality!

Meet the Team

Stuart S Cooper

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Other Locations
  • Waukegan
  • North Waukegan
  • Gurnee

My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a trusted partner of Consumers Credit Union, I have a strong history of working with credit union Members, their family and their friends. I have access to a wide variety of investment and insurance products.  Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member of FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

My Education

BBA in Finance from Baruch College, City of New York
Chartered Retirement Planning Counselor (CRPC)
FINRA registered
Life insurance licensed

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

Michael D Bohne

MikeB_2
Other Locations
  • Mundelein
  • Volo
  • Round Lake Beach

My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically, we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a trusted partner of Consumers Credit Union, I have a strong history of working with clients, their family and their friends.  I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member of FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

My Education
BA in Communication from the University of Wisconsin - Milwaukee Chartered Retirement Planning Counselor (CRPC)

Career Highlight
2004 - 2015 Financial Advisor at Ameriprise Financial

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

Goran Tomic

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Other Locations
  • Northbrook
  • Palatine

My Background

Helping you reach your financial goals is my number one objective. Applying over 13 years of experience within banking, lending and investment management, I'm able to work collaboratively with individuals, families and small business owners to achieve their financial goals.  Markets, goals and life circumstances change but we will constantly adjust and recalibrate as those needs change. 

As a trusted partner of Consumers Credit Union, I have a strong history of working with clients, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member of FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.  If you're looking for a passionate, committed, client-centric advisor, or simply looking for a second opinion on your portfolio, let's connect.

My Education
BS in Business Management Loyola University Chicago

Additional Skills
Fluent in Polish and Serbian

Let's get started! We'll work with you to help achieve your financial success.



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