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CECU Wealth Management

Whether you’re saving for retirement, funding a child’s education or evaluating your tax exposure, Roger Luebbert can help you find answers.  Roger is a Certified Financial Planner and Certified Public Accountant.

Because of his extensive financial training and personal experience with the Missouri Department of Conservation, Roger is uniquely qualified to help you pursue short-term and long-term goals.  Bring your questions to him in a confidential setting, and you’ll discover the answers to these questions and more:

  • Am I saving enough?
  • How can I limit tax exposure and make the most of current policies?
  • Am I managing risk appropriately?
  • How can I improve the return on my investments?
  • Which MOSERs retirement plan option should I select?
  • Should I take a backdrop lump sum amount or a higher monthly retirement benefit?

CECU Wealth Management services are available to all credit union members, and your personal financial review is complimentary.  Roger is available to travel to MDC locations to meet with individuals if there is a need.  Contact the credit union at (573) 522-4000 to schedule your appointment today!