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CU Champion: TBACU’s Andrew Maniaci is a Constant in a Sea of Change

tbaLast year, TBA Credit Union celebrated ten years with CFS* Financial Advisor Andrew Maniaci. Over the past decade, Maniaci has been an integral part of the CFS team at the Traverse City-based credit union, providing professional financial guidance and investment solutions to not only members but also the community.

His commitment to excellence and passion for helping members achieve financial goals have made him an invaluable asset to TBA Credit Union.

Maniaci attributes the credit union’s member-service model to his longevity in the industry.

“Service standards at TBA include being treated with courtesy and respect and giving members recommendations to improve their financial well-being,” he said. “I feel the members notice the difference in service that I offer, and in turn, it’s reflected in member loyalty to both me and the TBACU team. It makes coming to work every day a pleasant experience.”

According to the financial advisor, his biggest responsibility in his role is to help people make fully informed decisions about their money that properly align with their personal situation, long-term goals and risk tolerance.

“Or, said more simply, helping people make smart money decisions,” said Maniaci.

The most common areas that he sees with TBA Credit Union members revolves around retirement planning — members who are currently working and want to plan for a successful retirement to members who are now retired and want to make sure they are doing the right thing with their nest egg,

Maniaci said the principles that guide his professional life are the same ones that guide TBACU’s mission: to serve the community and build trusted relationships.

“From building those long-term relationships with members to the time I spend volunteering, I try to support that Mission daily,” he added.

Maniaci attributes his understanding of those relationships to Jennifer Taylor, a former branch manager at TBACU.

“Watching her live the Mission Statement and treat members and credit union employees with respect, compassion, and patience was a pleasure,” he said. “It was my first introduction to the CU industry and having her as a guide was a pleasant change from prior leaders I had known. She helped define the relationships I have built over the past decade.”

When asked what he’s most proud of during his career so far, Maniaci prided himself on being a constant in the sea of change that is the financial planning industry, “I still meet regularly with members I met on my first day here, and hearing them tell me, ‘Don’t you ever leave!’ gives me great satisfaction.”

According to TBACU, Maniaci has consistently demonstrated exceptional professionalism and a deep understanding of the financial industry, earning the confidence and respect of both his colleagues and the members he serves.

“I am proud to have been a part of TBACU for the past ten years,” said Andrew Maniaci, CFS Financial Advisor. “It’s been a remarkable journey of helping members achieve their financial goals. I look forward to many more years of serving our community.”

 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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