Our dynamic team of Insurance Advisors and Partners will help you navigate the complexities of insurance and find the right coverage to fit your needs

Tracy Cousins, CFP^®

Financial Planner

• Investment Advisor & Insurance Representative
• Qtrade Advisor at SunCu Financial Services Inc.^†
• 30+ years experience in Financial Services

Tracy helps clients:

• Achieve a state of affluence: independence, peace of mind, and the ability to make confident, purposeful financial decisions
• Consider their entire financial and personal situation holistically, from their taxes to their estate wishes
• Feel secure and confident with expert insurance coverage advice

John Georgescu, CFP, CIM, FCSI, PFP

Financial Planner, Investment Advisor and Insurance Representative

• Qtrade Advisor at SunCu Financial Services Inc.^†
• Qtrade Top Advisor Award 2014-2017
• Over 15 years experience advising clients and members

John helps clients:

• Tailor traditional or sophisticated insurance and investment strategies to meet their specific needs
• Build a holistic plan that maximizes their financial resources, reduces debt, and provides solutions to achieve the financial goals and dreams that are most important to them

Muirgheal Bascia, CFP, BA, RIS

Financial Planner, Investment Advisor and Insurance Representative

• Qtrade Advisor at SuncCu Financial Services Inc.^†
• Over 15 years global experience in the Financial Industry
• Specialized in Socially Responsible Investing 

​Muirgheal helps clients: 

• Maintain financial security throughout life changes while capitalizing on the transition to more sustainable solutions for their personal situation as well as their community and the environment.
• ​Implement a financial plan tailored to their needs and aligned with their values, then keeping them on track to achieve their goals by revisiting their investment strategies on a regular basis.