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Meet Our Representatives

BILL SIMMONS
LPL Registered Representative
CA Insurance License #0E77844  
Registered in: AZ, CA, NV, OR, TX

Bill Simmons has been assisting investors with building wealth and protecting assets for more than 18 years.  He attended the University of California at Davis and Southern Oregon University and majored in speech communications.

Bill specializes in providing guidance for retirement, estate planning, college funding, and accumulating and conserving wealth for clients and their families. He is dedicated to delivering spectacular service and is proud of the open and positive relationships he establishes.

 

DANA E. LANZARO
LPL Registered Representative
CA Insurance License #0B52694 
Registered in: AZ, CA, OR, TX, WA

Dana Lanzaro has been in the financial services industry for 20 years, nine of them serving credit union members here at SAFE Financial Services. 

Dana’s emphasis is placed on diversification and helping members work toward improving their financial well-being. She incorporates her knowledge and experience to help each member more effectively pursue their goals. Dana looks forward to assisting SAFE members and giving them the power to prosper.

 

DENISE DAVIS  
LPL Registered Representative
CA Insurance License #0D19507 
Registered in: AZ, CA, NV, OR

Denise Davis has worked in the financial services industry since 1994. Denise has been with SAFE Credit Union since 2004 and understands the unique needs of our credit union members.

Denise will offer knowledgeable advice to help members navigate their financial lives through retirement planning, employer direct rollovers, savings for college, asset allocation, managing risk, and building a sound investment portfolio. Denise's focus is to empower members to feel confident about their financial future and to help them gain confidence.
 

 

JEFF IMPEY
LPL Registered Representative
CA Insurance License #0F35209
Registered in: AZ, CA, NV, OR

Jeff is a skilled Financial Consultant, who has had extensive experience in the field of investments.  He began his career as an Intern in 1998 with Paine Webber. Prior to joining SAFE Credit Union, he worked as a Financial Advisor for JP Morgan Chase and Morgan Stanley.  

With more than 10 years of industry experience, Jeff understands the importance of listening to your concerns and creating long lasting relationships to help you identify and pursue your future financial needs. Through asset allocation and dollar cost averaging, Jeff and his clients are highly committed to the long-term success of their financial plans.  His clients invest to develop a plan that works towards providing growth, income, and preservation of capital.  

 

MICHAEL TALLEY
LPL Registered Representative
CA Insurance License #0D48304
Registered in: CA

Michael uses a collaborative & personal approach to understand member needs and takes time to thoughtfully develop sound long-term strategies to help his clients pursue their goals and dreams. Prior to joining LPL Financial, he worked at a major nation-wide investment and banking firm and a national financial planning firm.

He works closely with both individuals and small business owners, offering them comprehensive financial planning and investment services. He specializes in investment management, insurance, retirement planning and caters to retirees, high-net worth investors, & small business owners.


To Contact SAFE Financial Services

Call Us:
(800) 733-7233 ext. 2218 or (916) 979-7233 ext. 2218

Write Us:
SAFE Financial Services
4636 Watt Ave.
North Highlands, CA 95660

Financial Consultants are registered with and securities and advisory services offered through LPL Financial,
a registered investment advisor, Member FINRA/SIPC.
Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA Insured

No Credit Union Guarantee

May Lose Value

SAFE Financial Consultants are employees of SAFE Credit Union and are registered representatives through LPL Financial, Member FINRA/SIPC. Neither SAFE Credit Union nor SAFE Financial Services is a registered broker or dealer.

SAFE Credit Union and SAFE Financial Services are not affiliated with LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

AZ, CA, OR, NV, TX, WA

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