Certified Financial Counselors

Offering personalized guidance to help you build confidence and take control of your financial future.

Stronger Finances Start with the Right Support

We believe financial wellness is within reach for everyone. That’s why our Certified Financial Counselors (CFC) provide confidential, one-on-one guidance to help you build credit, manage debt, save smarter, and create a budget that fits your life. With their support, you’ll gain the tools and confidence to take control of your financial future.
 

 

Meet Our Certified Financial Counselors

Our counselors are here to help—connect with them directly to schedule an appointment, or complete the form below, and we’ll be in touch.

Danielle Duzan

Phone | Email (Please note email is not secure)

Stacey Melia

Phone | Email (Please note email is not secure)

Scott Francis

Phone | Email (Please note email is not secure)

Caitlin Beckwith

Phone | Email (Please note email is not secure)

Brendan LaPrey

Phone | Email (Please note email is not secure)

Simply complete and submit the short form below to meet with a CFC!

  • First Name is a required field.
  • Last Name is a required field.
  • Phone Number is a required field.
  • Please enter a valid phone number.
  • Email is a required field.
  • Please enter a valid email address.
  • Date of Birth is a required field.
  • What's the best way to contact you? is a required field.
  • What is your preferred branch? is a required field.
  • What are your goals? is a required field.
    • reCAPTCHA is a required field.
    By clicking submit, you authorize us to check financial information data, which may include the Credit Union obtaining a credit report or credit score from any consumer reporting agency to verify your eligibility for any accounts and services we offer or you may request. After submitting this form, you will be contacted within 24 business hours by a Universal Financial Services Representative.

    Westerly Community Credit Union offers valuable banking solutions including checking accounts, savings accounts, mortgages, home equity loans, car loans, credit cards, personal loans and more. Bank online or visit one of our conveniently located branches in Westerly, RichmondWakefield, and Coventry, Rhode Island.

    Care You Can Bank On

    At WCCU, giving back isn’t an initiative — it’s who we are.