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Travis Financial Services (TFS) offers access to investment and insurance products through LPL Financial, which supports people like you in more than 4,500 branch offices nationwide. 

Our experienced TFS financial consultants are available to help with your investment needs at all Travis Credit Union branches. We want to assist you with identifying, prioritizing and helping you strategically reach your ultimate investment goals.

Make an appointment with a TFS financial consultant today!

Call (888) 449-6030

Login to Your Account Email TFS


Aric Koshiyama, Wealth Advisor

Aric Koshiyama

Wealth Advisor
Serving: VacaCommons and Nut Tree
Office: (707) 469-1816 or
(800) 877-8328, ext. 1816
Fax: (707) 469-1814

Heidy Dacanay, Wealth Advisor Associate

Heidy Dacanay

Wealth Advisor Associate
Serving: VacaCommons and Nut Tree
Office: (707) 469-1911 or
(800) 877-8328, ext. 1911
Fax: (707) 469-1814

Michael White, Financial Consultant

Michael White

Financial Consultant
Serving: Cernon Branch
Office: (707) 469-1815 or
(800) 877-8328, ext. 1815
Fax: (707) 451-1142

Dianne Jones TFS rep portrait

Dianne Jones

Financial Consultant
Serving: Benicia, Fairfield-Gateway,
Fairfield-Green Valley, Napa and Vallejo
Office: (707) 469-1817 or
(800) 877-8328, ext. 1817
Fax: (707) 469-1814

Benjamin Crombie TFS rep portrait

Benjamin Crombie

Financial Consultant
Serving: Fairfield- N. Texas, Paradise Valley,
Suisun, TAFB
Office: (707) 469-2098 or
(800) 877-8328, ext. 2098
Fax: (707) 425-5361

Daryl Salcedo TFS rep portrait

Daryl Salcedo

Financial Consultant
Serving: Antioch, Clayton, Concord,
Richmond, Atwater and Merced
Office: (707) 469-1972 or
(800) 877-8328, ext. 1972
Fax: (707) 469-4952

Brent Fisk TFS rep portrait

Brent Fisk

Financial Consultant
Serving: Davis, Dixon, Peabody and Woodland
Office: (707) 469-1832 or
(800) 877-8328, ext. 1832
Fax: (707) 469-1814

Make an appointment with a TFS financial consultant today!

Login to Your Account


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We value your membership and your privacy is very important to us. Please click here to view our Privacy Policy. © 2019 Travis Credit Union. All Rights Reserved. The LPL Financial Registered Representatives associated with the site may only discuss and/or transact securities business with the residents of the following states: California. Travis Credit Union and Travis Financial Services are not registered broker dealers and are not affiliated with LPL Financial. Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Not Insured by NCUA or any other Government Agency  |  May Lose Value  |  Not a Deposit of or Guaranteed by the Credit Union

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial's U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please not that not all of the investments and services mentioned are available in every state.

The "Contact TFS" and "Login to Your Account" links are provided as a convenient connection between the websites belonging to Travis Credit Union and its business partner. The policies and procedures in use at our business partner may differ from those in use at Travis Credit Union. Travis Credit Union is not responsible for the content contained in our business partner website.