SECU
Joshua Hart is a experienced Financial Planning Manager currently working at SECU. Prior to this, Joshua held various roles including Senior Retirement Planner at SECU, Financial Planner at Lincoln Financial Advisors/Sagemark Consulting, Service Advisor and Securities Consultant & Team Lead at Lincoln Financial Network. Joshua holds a Bachelor of Science degree in Organizational Leadership & Supervision from Purdue University Fort Wayne.
SECU
State Employees' Credit Union is a not-for-profit financial cooperative owned by its members, State Employees' Credit Union (SECU) has been providing employees of the state of North Carolina and their families with consumer financial services for 82 years. The Credit Union also offers a diversified line of financial advisory services including retirement and education planning, tax preparation, insurance, trust, and estate planning services, and investments through its partners and affiliated entities.