Meet our Wealth Advisors
Our experienced, knowledgeable team is driven to help you pursue your goals.
Contact us online or call to schedule an appointment with your BCU Wealth Advisors* team!
John T. Anderson | Luis Garcia Estrada | Bryan P. Farrissey, CFP® | James L. Kastner, CFP®
Kristi Mertens, CFP® | Jamie Hagen | Ted Watson, CFP® | Kelly Willi, CRPC®
Heather M. Wright, MBA, CFP®, CRPC® |
Jon Wylie, CFP®, CLTC®
For a full bio of any of our financial professionals, click here.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
John T. Anderson
With more than 20 years of financial services experience, John began his career at Lehman Brothers. He focuses on and enjoys getting to know each of his clients individually to understand what they want to accomplish. John believes a cornerstone of financial planning is recognizing that everyone’s economic and life situation is unique. This lets him customize a plan that helps his clients reach their goals – one that seeks to maximize returns while minimizing risk. Then, he continues to monitor each of his clients’ plans to ensure they’re on track, making adjustments and recommendations whenever necessary based on their current needs and market conditions.
John is an avid follower of the investment markets and the economy, which helps him better navigate the options available to his clients.
John has a bachelor’s degree in economics from the University of Wisconsin-Madison, and holds insurance licenses in life, health, and long-term care. He also holds FINRA Series 6, 7, and 63 registrations with LPL Financial, and the Series 66 with LPL Financial and BCU Wealth Advisors.
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Luis Garcia Estrada
For over 11 years, Luis has developed personalized wealth management strategies to help clients prioritize their financial future. Luis believes in making financial plans for his clients so that he ensures their financial goals are always at the forefront. Luis began his financial services career in 2013 and entered the wealth management industry in 2018. He has previously served the financial needs of clients at Wells Fargo and Merrill Lynch.
Luis obtained a Master’s Degree in Business Administration from the Anderson School of Management at California State University, Los Angeles, and he holds a Bachelor’s Degree in Political Science with an emphasis in Economics from San Francisco State University. Luis holds the FINRA Series 7 through LPL Financial, the Series 66 through LPL Financial and BCU Wealth Advisors, and CA life and health insurance licenses.
In his personal time, Luis enjoys several outdoor activities, wine tasting, and an occasional pride-destroying round of golf. Growing up the son of a working immigrant single-mother, Luis also enjoys spending time with his close-knit family. Giving back is important to Luis: he enjoys volunteering with animal rescues and other animal organizations.
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Bryan P. Farrissey, CFP®
Whether he’s helping clients accumulate wealth, striving to ensure a lasting income stream in retirement, or leaving a lasting legacy for future generations, Bryan is here to understand your needs and goals.
His 20+ years of experience as a financial professional is bolstered by an additional 15 years of business and consulting experience working with Fortune 500 companies, which gives him a well-rounded view of both personal and commercial finance.
Bryan has a bachelor's degree in management technology from Purdue University and an MBA from University of South Carolina. He holds licenses in life, health, and long-term care insurance. He holds FINRA Series 7 and 63 registrations with LPL Financial, and the Series 66 with LPL Financial and BCU Wealth Advisors.
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James L. Kastner, CFP®
Financial Planner
As a CERTIFIED FINANCIAL PLANNER™ professional and licensed insurance agent with more than a dozen years of financial services experience, Jim brings a thoughtful, insightful approach to every client he meets. He takes the time to thoroughly listen and understand what's important to each person in terms of their lifestyle and financial needs.
Armed with this knowledge, Jim begins each relationship with an educational approach. He makes sure his clients understand the financial planning process and maintain realistic expectations. Only then does he recommend options and strategies that will seek to protect their assets–and put them on the path to achieving their lifestyle and financial goals. Then, he helps his clients implement these plans in the most cost-effective way possible.
A graduate of Francis Marion University in Florence, South Carolina and the Rochester Institute of Technology in Rochester, New York, Jim holds licenses in life, health and variable annuities. He also holds the FINRA Series 7 through LPL Financial, and the Series 66 with LPL Financial and BCU Wealth Advisors.
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Kristi Mertens, CFP®
As a CERTIFIED FINANCIAL PLANNER™ professional, Kristi focuses on helping clients achieve their goals through individualized advice. Her process emphasizes empowering and educating every client so they can make more informed decisions. Those decisions are based on personalized and comprehensive financial plans, designed specifically to meet each client's objective, whether it's planning for retirement, assisting with estate strategies, funding for college or anything in between. Kristi believes success only occurs through candid and transparent partnerships with each client, and strives to deliver on that every day.
Giving back is very important to Kristi. She’s received the Honorary Commodore Award from the Aquatennial Ambassador Organization for community involvement and volunteerism. As a member to the Advisory Board of Camp Kesem for the Hamline University Chapter in Saint Paul, she plays a key role in supporting Camp Kesem across the country by inspiring and empowering passionate college student volunteers to make a difference.
Kristi holds life, health, and accident insurance licenses. She is FINRA Series 7 & 63 licensed with LPL Financial and has a Bachelor's degree in Business Administration from North Dakota State University.
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Jamie Hagen
Knowing everyone’s path in life is different, Jamie enjoys learning about his clients’ unique goals and situations. Through this understanding, he creates individualized plans using personalized strategies to help clients reach their goals through many different tools, while seeking to reduce their risk. Jamie partners with his clients to ensure their plans are continually monitored and updated for any situation or goal changes that may occur.
Spending time with his growing family is very important to Jamie. They enjoy playing games in the backyard, spending time at a lake, and watching the various Chicago sports teams. Jamie also sits on the board for the Fellowship of Christian Athletes in Northwest Chicagoland.
Jamie earned his Bachelor’s degree in Business Administration from Clarke University in Dubuque, Iowa. Jamie holds life & health insurance licenses, as well. He is FINRA Series 7 license with LPL Financial, and Series 66 licensed through LPL Financial and BCU Wealth Advisors.
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Ted Watson, CFP®
Prior to BCU, Ted spent 22 years at GE and Genworth Financial. Ted joined the General Electric Company immediately after earning a BS in Finance at Penn State University. He is an honors graduate of GE’s prestigious Financial Management Program and was one of the companies first certified Six Sigma Black Belts, a high designation in the Quality discipline.
Ted held various sales, marketing and corporate roles including Business Development for distribution in South America, Global Account Manager for GE’s relationship with Motorola and Strategic Account Manager responsible for Genworth’s corporate relationships with Bank of America, Merrill Lynch, UBS, Edward Jones, LPL and Morgan Stanley. Ted is an investment adviser representative of BCU Wealth Advisors, and is not affiliated with LPL Financial.
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Kelly Willi, CRPC®
Kelly Willi, CRPC® is an advocate, ally, and advisor for members. She is committed to providing strategic solutions and personalized advice through a genuine understanding of member’s goals and objectives.
Kelly has nearly two decades of financial industry experience, a Bachelor of Arts degree in English & Communications, and a Master of Arts degree in Leadership from Augsburg University. In addition to her Chartered Retirement Planning Counselor® certificate, she holds FINRA Series 7, 9, 10, & 24 with LPL Financial, and the Series 66 with LPL Financial and BCU Wealth Advisors.
Married with four sons, she spent several years at ice rinks across Minnesota supporting her sons in their passion for hockey. They inspired her to lace up her own pair of skates and join a women’s team!
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Heather M. Wright, MBA, CFP®, CRPC®
Heather’s experience spans over 25 years advising corporate executives, business owners, families with special needs children and individuals. She specializes in financial and investment planning with an emphasis on retirement planning, portfolio design, cash flow analysis, tax planning, estate planning and insurance. Heather manages complex plans in 25 states creating customized financial roadmaps.
Prior to BCU Wealth Advisors, Heather was a Division Manager with Northern Trust and a Managing Director with BMO Private Bank in Illinois. She received her B.A. degree in Liberal Arts from Southern Methodist University and an M.B.A. from DePaul University in Chicago. She holds FINRA Series 6, 7, and 63 licenses through LPL Financial, and the Series 66 with LPL Financial and BCU Wealth Advisors.
Heather is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Counselor, CRPC® from the College of Financial Planning and a member of the Financial Planning Association.
Check the background of this investment professional on FINRA's BrokerCheck.
Jon Wylie, CFP®, CLTC®
Jon’s broad experience in retirement planning, investment management, tax planning, estate planning, and insurance enable him to help his clients pursue their financial goals. Jon values educating and empowering his clients to make informed decisions. He manages investments in over 20 states and often leverages video conferencing and electronic documents to make the client experience as seamless as possible.
Jon is a CERTIFIED FINANCIAL PLANNER™ Professional, holds his Certification in Long-Term Care (CLTC) designation, and is an active member of the Financial Planning Association (FPA). Jon is also FINRA Series 7 through LPL Financial, and the Series 66 through LPL Financial and BCU Wealth Advisors, and maintains his state insurance licenses. He graduated from the University of Wisconsin Oshkosh with a bachelor’s degree in finance.
As a husband and father, Jon spends much of his free time with his family. Jon also enjoys biking, traveling, and volunteering with Habitat for Humanity.
Check the background of this investment professional on FINRA's BrokerCheck.
Advisors associated with BCU Wealth Advisors may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of BCU Wealth Advisors; or (2) solely investment advisor representatives of BCU Wealth Advisors, and not affiliated with LPL Financial.
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