Talk to an Alliant financial consultant today

We're looking forward to meeting you and learning more about your financial goals — and how we can help. 

The Run Down
  • Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
  • No cost, no obligation financial consulting for members
  • Completely customized based on your unique situation
  • Large range of product options
  • Comprehensive investment and retirement planning services31
Bank on the Go!

Our mobile app gives you access to your Alliant Account in the palm of your hand.

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Comprehensive guidance, complete control

Whether you’re looking for complete financial guidance, assistance with a specific financial goal, or just a second opinion, we’d love to help.

Alliant Retirement and Investment Services, located at Alliant Credit Union, gives you financial advice on a range of topics including:



You’re never obligated to make any investments with Alliant Retirement and Investment Services. Our financial consultants work hard to give you the best advice possible, but you are ultimately in full control of your finances.

Track your success

Tracking your financial progress is a critical part of any investment plan. That's why you can view your portfolio 24/7 with online access. You can also:


Working With Your Financial Consultant

Open communication

Communicate openly and honestly with your consultant. The more your consultant knows about your specific life situation and finances, the better they can help you with a customized plan.

We’re with you for the long haul

As life changes, so does your financial situation. You and your consultant will review your financial plan regularly to make sure you stay on track to pursue your goals.

Only a phone call away

Your personal financial advocate is always just a phone call or email away. Always feel free to contact your consultant whenever you have questions or concerns.

Want to invest on your own?

If you like to manage your own financial investments personally, consider our Self-Managed Investing Program.

Talk to a financial consultant today

No matter where you live, our financial consulting team is happy to accomodate you! Prefer an in-person meeting? No problem. An over-the-phone consultation more convenient? That works, too. 

  Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Peter Hora

Location: Northern California

As a Financial Consultant, I have been focused on helping my clients address their financial goals since 2003. I offer a wide array of products and have extensive experience in Retirement Planning, Estate Management, Insurance Planning, and Portfolio Consultation. My typical clients are just like you. They benefit because I am their primary advisor and I know their financial objectives to make sure they have a plan designed to work toward those goals. My clients see me as their trusted Financial Consultant who is able to offer them a unique and customized approach that helps them pursue their individual goals.

Connecting with my clients and understanding their goals is what I take most pride in. I’m excited to meet with you and your family and have a conversation on what I can do to help address your goals.


University of Wisconsin-Oshkosh
Bachelor’s Degree (BS) History and Anthropology

Registrations and Licenses

FINRA registered (Series 7, Series 63 & Series 65 held with LPL Financial)
CA Insurance License #0K79781

Outside of work Peter enjoys watching and competing in a wide range of sports. He and his future wife, Laura, love traveling, hiking, and seeing family all over the country.

Phone: (800) 328-1935 ext.3718

Shaun Floresca

Location: Illinois

Shaun has enjoyed working with families and individuals to help them work toward their financial goals since 2002. At Alliant Retirement and Investment services, we partner with our members through all stages of their lives to build a financial roadmap that is tailored to their unique needs to create a path to work towards financial independence.

B.S. Management Information Systems/Finance—Lewis University

Registrations and Licenses
FINRA registered (Series 6, Series 7, Series 63, Series 65, held with LPL Financial)
Life, Health & Long Term Care Licensed

Shaun’s extracurricular passions are his family, golf, exercise, playing guitar and watching any of our beloved Chicago sports teams.

Phone: (800) 328-1935 ext.8845

Joe Gaspari

Location: Illinois

Joe has been in the financial services industry, including lending and investments, since 1997. For the last 10 years, he has enjoyed working with clients specifically on investing and financial planning. He believes that in order to determine how an individual should be invested a goal needs to be established first. At that time, appropriate recommendations can be made to work toward achieving that goal. At Alliant Credit Union, he has all the necessary tools available to assist in this process. Joe takes pride in the fact that he puts the credit union member first and approaches each unique situation with professionalism and courtesy.

Registrations and Licenses
FINRA registered ( Series 7 and Series 66, held with LPL Financial)
Life, Health and Variable Contracts Licensed

Joe is married to his wife, Karla, and has 2 children, Mike and Katie, who have both graduated college and are working in their respective careers. Joe keeps very busy outside of work performing as a guitarist in a band and has played at many churches in various praise bands. He loves to travel and golf. He is also a big Chicago sports fan, but when it comes to baseball, he does lean toward those north-siders (Go Cubbies).

Phone: (800) 328-1935 ext.2231

Nicholas Hamilton

Location: Illinois

Nicholas specializes in comprehensive financial planning for individuals and families. He has extensive experience with 401(k)s and other retirement plans and loves making a positive difference in the financial health of members. A recent transfer from Wisconsin, he has been helping people since 2001.

B.S. in Business Administration / minor in Economics – University of Wisconsin-Stevens Point

Registrations and Licenses
FINRA registered (Series 6, Series 7, Series 63, Series 65, held with LPL Financial)
Life, Health & Long Term care licensed

Outside of work, Nick enjoys spending time with his wife, Heidi, and their son, Patrick. Nick and his family love to travel to new and exciting destinations, whenever possible. Nick is also an avid sports fan.

Phone: (800) 328-1935 ext.8634

Terry L. Bailey

Location: Northern California

My mission is to maximize financial opportunities to enable my clients to live the life they've imagined.  I am committed to providing my clients with the highest level of professionalism and personal service.

I specialize in comprehensive retirement and investment planning. I believe a sound investment plan is critical in helping my clients manage their financial life goals.  Retirement planning, rollovers (which include IRA’s, 401K’s and 403B’s), 529 plans, mutual funds, life insurance, annuities, and business retirement planning are just a few of the ways in which I help my clients.

Whether you've been saving for years and want to create an income stream that can last a lifetime, or are just starting out, I'd be happy to have a conversation with you.


BA Business Michigan State
Naval Flight School - Marine Corps Aviator

Registrations and Licenses

FINRA registered (Series 7, Series 63 & Series 66 held with LPL Financial)
Life, Health, Long Term Care & Disability Insurance Licensed 
Variable and Fixed Annuity licensed.
CA Insurance License #0H47163

Outside of work Terry is an avid golfer and Karate instructor.  Terry loves to travel with his family and is active in local Chamber, Rotary, and School Board organizations.

Phone: (800) 328-1935 ext.3707

Teresa Young

Location: All States except CA, CO, IL & HI

Teresa has been guiding her clients to pursue their financial goals and dreams for the past 15 years. She focuses on developing strategies and solutions to help manage wealth and plan for short and long term needs.

She believes that careful planning truly is critical to preserving quality of life, and that people don’t plan to fail, they fail to plan.

Each client and situation is unique. Learning you and your family’s dynamics, she’ll create a road map to navigate your financial future, helping you work toward growing, preserving and protecting your assets over multiple generations.

Teresa’s mission is to help clients by offering a broad range of investment and insurance solutions. Her business practice hinges on trust, planning and service. She strives to provide superior customer service, while maintaining a high degree of integrity in the best interests of her clients.

What can Teresa can help you with?

  • Planning for incapacity, long-term care & final needs
  • Managing your income & assets during retirement
  • 401(k) and IRA rollovers & Social Security optimization
  • Tax efficient planning & hedging
  • Working toward accumulating, building, preserving, distributing and transferring wealth

Bachelor’s Degree (BA) – Columbia College, Chicago, IL
* Chartered Retirement Planning Counselor (CRPC) – College for Financial Planning, Denver, CO 
Currently pursuing CPA

Registrations and Licenses
FINRA registered (Series 7, Series 63 & Series 66 held with LPL Financial)
Life, Health, Long Term Care & Disability Insurance Licensed 
Variable Contracts Licensed

Outside of work, Teresa is an avid volunteer. She loves to travel with her husband and daughter whenever she can, as both of her parents are United Airlines retirees.

Phone: (800) 328-1935 ext.8615

Matthew McMillon

Location: Southern California, Hawaii

"Empowering Clients to Pursue Lifelong Success by Developing a Community of Well Informed Investors"

Matthew believes regardless of your stage in life, financial goals or economic concerns, you need a solid plan and accurate information to help you manage your finances. Short-term goals, long-term aspirations, daily expenses, taxes, insurance and income all come into play. How do you keep it all under control? At Alliant Retirement and Investment Services, we specialize in comprehensive financial strategies. Whether you have one simple need or would like an overall evaluation, Matthew can help.

B.A. Religion 2001 – Pepperdine University, Malibu, CA

Registrations and Licenses
FINRA registered (Series 6, 7, 63, 66, held with LPL Financial)
Life, Health, Accident & Long Term Care Licensed – CA Insurance Lic#0G24803
CA Public Notary Commission #1885849

When Matthew is not at work, you can find him enjoying time with his wife and 3 daughters. Coaching softball or soccer seems to never end, but when there is other “free time” they enjoy the beach, the park, hanging with friends or bike rides throughout El Segundo. A round of golf, racquetball, all day tailgate parties at USC football games, and a quiet house are becoming a distant memory … but watching his family learn, love, grow and give back is more rewarding.

Phone: (800) 328-1935 ext.3687

Bernell Baker

Location: All States except CA, CO, IL & HI

Bernell believes in matching each client to a plan that specifically targets their individual needs. He does this by planning both short term goals and long term goals. He uses various wealth management systems and tax strategies. He prides himself by offering the best service to all his clients and achieves this by educating his clients so they understand what their strategy is.

Bachelors degree in Finance at Roosevelt University where he graduated with honors.

Registrations and Licenses
FINRA registered (Series 6, Series 7, Series 63, and Series 66, held with LPL Financial)
Life, Health and Variable Contracts Licensed

When Bernell is not at work, he loves spending time with his wife of 20 years, Irene, and their three children, Andrew, Matthew and Caitlin. He loves being outdoors. Although he has never lived in Pennsylvania, he is a huge Pittsburg Steelers fan.

Phone: (800) 328-1935 ext.8612

Malcolm Horn, CFP®

Location: Colorado

Since 2001, Malcolm has been providing financial advice to individuals and families, helping them create a plan for their financial goals. He has a passion to understand a person’s unique financial situation and providing financial advice that is always in a client’s best interest. He specializes in comprehensive retirement and investment planning, and welcomes your questions regarding Retirement, Insurance, Investments or Taxes.

Bachelor’s Degree in Interdisciplinary Studies with emphasis in Business, Statistics and Psychology – University of Missouri-Columbia

Registrations and Licenses
FINRA Registered (Series 7, Series 63 and Series 66 held with LPL Financial)
Certified Financial Planner™
Life, Accident and Health, Long Term Care and Variable Annuity Licensed

Outside of work, Malcolm loves spending time with his wife, Reagan and two children, Grayson and Rory. He also enjoys playing golf, hiking, snowboarding and running.

Phone: (800) 328-1935 ext.3669

Kim Kennedy

Location: Colorado

Kim brings 30 years of financial services experience from prominent firms such as Merrill Lynch, Invesco Funds Group, Farmers Financial, VALIC Financial Advisors, and Presidential Brokerage.

She builds client relationships by listening and understanding each client’s specific situation and goals. Her planning approach considers all aspects around the transition from work to retirement. She believes most people want a comfortable lifestyle in retirement and a well-rounded plan that seeks to provide security and confidence. The plan is dynamic anticipating the “what-ifs” in life… unexpected expenses, living a long life, rising taxes and inflation, or a healthcare event. She believes people are looking for help to transition the assets they have accumulated during their working years into an income generating plan that will last throughout retirement.

University of Northern Colorado

Registrations and Licenses
FINRA Registered (Series 7, Series 63, and Series 65 held with LPL Financial)
Life, Accident and Health, Long Term Care and Variable Annuity Licensed

A Colorado native, Kim lives in Littleton, enjoys travel, being outdoors, and spending time with her family… especially her two grandsons!

Phone: (800) 328-1935 ext.3672

Thomas A Davia, CRC®, CRPC®

Location: Illinois

Tom’s educational approach to investing focuses on doing what's best for his clients. He begins by asking each person to tell him what goals and objectives they want to accomplish, dedicating time to fully understand each individual’s distinct needs. Then, he works to match each person's needs and wants, finding the investment option that best fits those objectives.

With more than 20 years of experience in the financial services industry, Tom strives to educate members on the importance of having – and updating – a comprehensive wealth management plan.

Tom enjoys developing easy-to-understand financial plans that provide his clients with a sense of comfort.  Because of this, he has strong client relationships, some spanning more than 15 years. 

“My approach is very matter of fact. I’m never pushy or high-pressure. My goal is to educate each person and show them how each piece of the investment plan will benefit them.”


Western Illinois University
Bachelor of Science in Accounting and Finance 

Registrations and Licenses

FINRA registered (Series 7, 63 & 66 held with LPL Financial)
Certified Retirement Consultant (CRC)
Chartered Retirement Planning Consultant (CRPC)

Tom and his wife Jeanne have two children, Delanie and Torry.  In his free time, he enjoys boating, golfing and spending time with his family.

Phone: (800) 328-1935 ext.8686

Retirement and investment services FAQs

What is the Alliant Retirement and Investment Services Program?

The Alliant Retirement and Investment Services Program is a full-service financial advisory program offering members retirement, insurance and investment services. Our goal is to help our members work toward achieving their financial goals for themselves and their families.

How does the Alliant Retirement and Investment Services Program work?

An Alliant Retirement and Investment Services Representative will first meet with you to evaluate your situation, offer recommendations and coordinate your investment and insurance choices.

You may want to tackle just one financial issue at a time, or you may be looking for help in managing your entire financial portfolio. We'll help develop a comprehensive financial roadmap that addresses all the relevant financial issues that you face, including:

  • Helping make decisions regarding your 401(k) or pension plan if you've changed jobs
  • Developing a savings and investment plan.
  • Creating a retirement income plan to approach those years with confidence.
  • Managing your investments.
  • Protecting your family with life insurance or long-term care insurance.
  • Saving for college education costs.
Can the Alliant Retirement and Investment Services Program help me with retirement planning?

Yes. Whether you are just beginning to save for retirement, getting ready to leave the workforce or already retired, our program has sophisticated planning software and a wide array of investment products that can help you fund the retirement of your dreams. We believe everybody has a unique vision of their retirement years and we help you manage your money to support that vision.

How do I get started with Alliant Retirement and Investing Services?

To set up a no-cost, no-obligation appointment, call one of our financial consultants today. Be sure to have any documentation available that will help the representative better understand your financial situation, such as account statements, tax forms and benefit information. If you're married, it's best that both you and your partner attend. Lastly, always have an open mind and a willingness to discuss the details of your situation.

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