Meet the Northeast Investment & Insurance Services team.
Our financial representatives have the knowledge, resources, and experience to tailor a plan that addresses you and your family’s specific needs. We will personally guide you through planning for retirement, financing your children’s education, and making smart investment choices, and we’ll serve as a trusted adviser as you plan your financial future.
Jonathan T. Otterson | Vice President
With all of the changes occurring in the financial and investment worlds, more and more people are looking for financial institutions and investment representatives that are steadfast. Many people prefer to deal with locally-owned long-established firms that are staffed by knowledgeable steadfast people. Jon defines the word "steadfast" and has over 30 years of experience in the financial world. Since, 1986, Jon has guided Northeast Credit Union members through periods of speculative market behavior and solid market growth. He is well-versed in 401(k)s, thrift and pension rollovers, Individual Retirement Accounts (IRAs), retirement planning, tax-sheltered investments, college funding, life insurance, and estate planning matters. Jon’s diverse corporate experience include pensions, 401(k)s, employee benefit plans, specialty coverage, and value-added insurance programs.
Donna Labell | Investment & Insurance Representative
Donna has over 20 years of experience serving credit union members. Her career in credit unions has taken her from being a lending officer, member service representative, assistant branch manager and now an investment representative. Her diverse experience has given her a holistic view of the needs of members and their families. Donna knows how important it is to build a financial foundation for all of life’s surprises and enjoys assisting credit union members with all of the things that make life interesting. Her areaof experience include retirement planning, 401(k) rollovers, IRAs, mutual funds, annuities, college funding, and life insurance. Donna says that one of her favorite sayings is, "It’s the start that stops most people". Call Donna today to get that "start" going.
Bill MacGregor | Investment & Insurance Representative
To the 30 children on his football team, Bill is known as "Coach." As a coach, he learns from other coaches as well as discovers things on his own. He evaluates plays and keeps the ones he likes while discarding the ones that he doesn't. He loves teaching football and cares about his players. They call him "Coach" because they trust that he is on their team and that he can lead them to success. Off the field, Bill goes from teaching football to teaching investments and serving as a trusted coach to Northeast Credit Union members. Bill has over 25 years of experience in investment and insurance services. Bill uses his considerable experience to coach members on how to potentially grow their money and how to supplement their income. His areas of expertise include retirement planning, 401(k) rollovers, IRAs, mutual funds, annuities, college funding, and life insurance.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.