How far can your money take you? Our investment team will help you find the answer. Maybe you aim to increase your financial stability in retirement, or send your children to college. We have the expertise to help you pursue your goals.
Since Family Trust Investment Services is owned and managed by Family Trust, you can be sure you will receive the same service you expect from the credit union. Before making any recommendations, our team will get to know you, your goals, and your risk tolerance. Then, they’ll explain your options and create a plan according to your preferences.
Whether you’re inclined to dance along the edge or play it safe, we’ll help you feel confident in your investment decisions.
Services Provided
Retirement, Education and Estate Planning
Long-term strategies to help you pursue financial goals
Risk Management
Seeking growth with an emphasis on preserving capital
401(k) Advising
Work toward maximizing investments inside your company plan
Life Insurance Review
Policies reviewed for fit and affordability
Fixed Income Investments
Bond portfolios built to your specifications
Money Market Funds and Brokered CDs
Work toward increasing the earning potential of your “safe money.”
Mutual Funds, Stocks and Bonds
Meet Matt Griffin
As a financial consultant, Matt Griffin has experience managing accounts of all sizes. He prides himself on getting to know clients so he can have a genuine understanding of their financial goals, and uses this information to tailor plans specific to their needs.
A native of Fort Mill, he graduated cum laude from UNC Charlotte with a bachelor’s degree in accounting. He is a member of the Rock Hill Kiwanis Club and volunteers with Terrific Kids at Ebenezer Elementary School.
Matt worked 10 years at Smith Barney in Charlotte, where he was trained in portfolio management; and two years as a wholesaler at SunAmerica Asset Management. He holds registrations 7, 63 & 65 with LPL Financial and is licensed to sell life insurance.
Meet Jason Driver, CFP®
Jason Driver is also a financial consultant who specializes in 529 college savings plans. He has a passion for helping families with their investment needs.
A native of Sykesville, Maryland, he graduated from Winthrop University with a degree in Business Administration with a concentration in finance. Jason is on the Board Directors of the Eagle Club at Winthrop University.
He interned with Family Trust Investment Services during his Senior year of college while also pitching for the Winthrop baseball team. He holds registrations 7 and 66 with LPL Financial.
Meet Catherine Liebler
Catherine Liebler is the sales assistant for Family Trust Investment Services, and typically the first point of contact for new clients. She books appointments, opens accounts, makes deposits and withdrawals, conducts new client orientation and maintains communication.
A native of Rock Hill, she graduated from Winthrop University with a bachelor’s degree in communication disorders. Catherine has experience in credit union operations and as an office manager.