Meet Your Investment Services Team
Get to know the professionals behind the personalized guidance and financial planning services available through TruStage™.
Meet Vanessa Gonzalez-Marquez
Financial Advisor
MEMBERS Financial Services
MISSION STATEMENT
I help individuals and families build financial confidence by developing and implementing personalized strategies designed to support their goals at every stage of life.
PROFESSIONAL EXPERIENCE
- Over a decade of experience in financial services
- Focused on retirement planning, investment strategies, and wealth accumulation
- Provides guidance on investments, insurance, and financial planning strategies
- Dedicated to delivering personalized advice that aligns with each client’s unique needs and values
- Committed to supporting clients through a convenient and accessible remote advisory experience
QUALIFICATIONS
- Financial Advisor, MEMBERS Financial Services (Remote Advisor)
- Investment Advisor Representative (IAR) of LPL Financial
- Holds FINRA Series 7 and 66 registrations through LPL Financial
- Holds California Life Insurance License #4399561
EDUCATION
With more than a decade of experience serving credit union members, I have developed a strong foundation in financial planning, investment management, and client relationship building. My background allows me to simplify complex financial concepts and guide clients toward informed, confident decisions.
PERSONAL
Originally from San Miguel de Tucumán in Northwest Argentina, I take pride in my heritage and am fluent in both English and Spanish, allowing me to serve a diverse community with care and understanding. I enjoy spending time with my family, exploring the outdoors, and staying connected to my community.
You may reach me and my administrative team at 888-441-0782 or vanessa.gonzalez@LPL.com to schedule a time to talk
Meet An Le
Financial Professional Coordinator
TruStage
MISSION STATEMENT
I build trusted relationships by delivering personalized, responsive service and collaborating with advisors to help clients achieve their financial goals.
PROFESSIONAL EXPERIENCE
- Collaborates with advisors in supporting clients through responsive, accurate, and client-focused service
- Manages account maintenance and operational support for wealth management clients
- Committed to delivering a seamless client experience through timely, detail-oriented support
QUALIFICATIONS
- Holds FINRA Series 7, 65, and 63 registrations through LPL Financial
- Holds Texas Life and Health Insurance License
EDUCATION
- Bachelor of Arts in Psychology, University of Texas at Austin
- Bachelor of Business Administration in Management, University of Texas at Austin
- Master of Science in Psychology of Individual Differences, University of Edinburgh
PERSONAL
Born and raised in Austin, Texas to Vietnamese immigrant parents, I learned firsthand the importance of hard work and perseverance, and I am passionate about helping others build financial confidence and long-term security. In my free time, I enjoy spending time with my family, playing pickleball, and hosting board game nights.
You may reach me at 888-441-0782 or an.le@lpl.com.
Disclosure
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Members Financial Services and the credit union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Members Financial Services, and may also be employees of the credit union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Members Financial Services or the credit union. Securities and insurance offered through LPL or its affiliates are:
- Not Insured by NCUA or Any Other Government Agency
- Not Credit Union Guaranteed
- Not Credit Union Deposits or Obligations
- May Lose Value