Retirement & Investment Services

Plan today for the future you envision.

Your financial professional will work with you to develop a specific investment program personalized for you. They will identify your financial goals, implement an individualized financial program, and review your portfolio’s performance.

Invest in Your Future

We will work with you to develop a specific investment program personalized for you.
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Set a Time to Meet

Your financial professional will take the time to learn your goals and work with you.
Meet your advisor

Wealth Management

We will help you build a plan to protect your future and shape your legacy.
Discover SPIRE Wealth Management

Minnesota's Best published August 2021

Take the Next Step

Talk with your financial professional today! They can meet with you in person at a SPIRE branch or over the phone to help design the best plan for you and your goals.
Book an Appointment

651.641.2298​

Plan for and invest in your future.

Retirement

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Let us provide you the guidance and support to obtain your retirement goals.

Investment

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Let us help you create the future you envision for yourself and your family.

Business

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We will help you set goals and provide a plan for your business' future.

College

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It is never too early to start maximizing your savings for your child’s education.

Estate

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We will help ensure your wishes are met when distributing your assets. 

Brokerage

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Your advisor will help you meet your goals through your investments.

Meet Your Financial Professional

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Steve Carlson, CFP®

Serving the Blaine, Coon Rapids, Elk River, and St. Cloud branches
Set a time to meet Steve

photo of Tom Langseth, CLU, ChFC, CRPC, RICP, WMCP

Tom Langseth, CLU®, ChFC®, CRPC®, RICP®, WMCP®

Serving the Eden Prairie, Brooklyn Center, Hopkins, Maple Grove, and Roseville branches
Set a time to meet Tom

photo of Ryan Finc

Ryan Finc

Serving the Isle, Keewatin, Milaca, Mora, Ogilvie, Pine City, and Princeton branches
Set a time to meet Ryan

photo of Joseph Johnston, AAMS

Joseph Johnston, AAMS®

Serving the Eagan, Minneapolis, Vadnais Heights, Waseca, and Woodbury branches
Set a time to meet Joseph


SPIRE Wealth Management

man looking out a window. SPIRE Wealth Management: Shape Your Legacy

With so many decisions on your plate, it is hard to focus on your future. This is where SPIRE Wealth Management can help. A newly developed division of SPIRE Retirement & Investment Services, SPIRE Wealth Management can assist you in all aspects of planning for your retirement.

Have a conversation with our Vice President of Wealth Management, Wendy Maczko, CRPC® about protecting your future and shaping your legacy.

photo of Wendy Macko, CRPC

Wendy Maczko, CRPC®

Vice President of Wealth Management
Registered Representative,
Infinex Investments, Inc.
Set a time to meet Wendy
651.641.2215


Check the background of our investment representatives on FINRA's BrokerCheck.

Disclosures

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. SPIRE Retirement & Investment Services and SPIRE Wealth Management are trade names of SPIRE Credit Union. Infinex and SPIRE Credit Union are not affiliated. Products and services made available through Infinex are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.

Securities licensed in: MN and WI
Insurance licensed in: MN and WI
Advisory licensed in: MN and WI

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