Meet the VyStar Investment Services Team

Close

Doug Chiarenza, CRPC®

Doug has worked as a Financial Advisor to both individual and institutional investors for over 17 years. Before joining VyStar Investment Services, he was Vice President-Senior Financial Advisor for both U.S. Bancorp and Wells Fargo Advisors. Doug’s experience throughout major shifts in the market enables him to help credit union members structure well-balanced portfolios to address their specific goals.

Close

Josh Curls, CRPC®

Josh has been assisting credit union members with their investment and planning needs since 2008. He believes that the financial and retirement planning services offered to all VyStar credit union members is a valuable service, no matter what stage of life they are in.    

Josh is a graduate of Florida State University and has earned the designation of Chartered Retirement Planning Counselor®.

Close

Rick Gregson, CRPC®

Rick began his financial services career in 1996 and has worked for Lord Abbett & Company and Merrill Lynch before joining VyStar Investment Services where he has been a valued team member since 2002. He has developed a strong history of working with credit union members, their families and friends to create highly customized strategies to help them pursue their financial goals.

Rick graduated from Colgate University with a Bachelor of Arts degree and holds the Chartered Retirement Planning Counselor® designation.

Close

Stephen Kowitski, CRPC®

Steve started his career in the financial services industry in 1995 and has worked in both retail and institutional settings. He takes a holistic approach to financial planning by analyzing data taken from his in depth financial and personal profiling of each credit union member. Steve’s experience helps credit union members be informed of the value of consolidating assets from other financial institutions to VyStar Investment Services.

Steve holds the Chartered Retirement Planning Counselor® designation.

Close

Stefanie Starling, MBA, CFP®

Stefanie began her career in the Financial Services Industry with Fidelity Investments. She made the move to VyStar Investment Services in order to be able to provide professional guidance and financial services to the people that live and work in her community. She enjoys helping Credit Union members pursue their financial goals during any stage of their life by understanding their individual needs using a holistic planning approach.

Stefanie has an MBA from Jacksonville University and recently earned the certification of CERTIFIED FINANCIAL PLANNER™.

Close

Johnny Beehner, AAMS, CRPC®

John’s love of the industry began when he was a client of a Financial Advisor in his 20s and early 30s; he understands the questions and mind set of most clients. His experience as a client taught him that people need investing concepts simplified.  He strives to educate his clients in simple terms without confusing jargon and offers ideas that would suit their individual situations. “I strive to live by the golden rule and I am thankful and humbled by the opportunity to work at VyStar Investment Services and be of service to credit union members” is Johnny’s motto. 

Johnny’s qualifications include:
Accredited Asset Management Specialist (AAMS)
Chartered Retirement Planning Counselor (CRPC) 
Bachelor of Arts,
Auburn University, 1998

Close

Edwin Cunningham, CRPC®

Edwin joined VyStar Credit Union in 2006 and VyStar Investment Services in 2014. Over the last 9 years, he has cultivated strong relationships with VyStar Credit Union members. He strives daily to help every credit union member he sees reach and exceed their financial objectives. He evaluates your current financial situation and develops a detailed plan that strives to work towards your short and long term goals, then guiding you through challenges that may come up along the way. We are dedicated to serving you so reach out to us today to get started.

Edwin’s qualifications include: 
Series 7 Securities License held with LPL Financial 
Series 66 License held with LPL Financial 
Licensed Insurance Agent Florida 2-15
Associates of Arts Degree – St. Johns River State College 

Close

​John Tabor, MBA, CFP®

John has over 30 years of Corporate Finance and Banking experience and seven years of Financial Advisory experience. He began his career at State Street Bank in Boston and went on to various roles at Lehman Brothers and AmSouth / Regions Bank. John believes in assisting credit union members in working toward their financial goals through a holistic planning approach. That approach includes analysis and planning in the areas of Asset and Risk Management, as well as Retirement and Estate Planning.

John is active in leadership of the Rotary Club of Orange Park-Sunrise and the Clay County Chamber of Commerce Foundation. He is a Past Chairman of the Clay County Chamber of Commerce.

John holds a BA in History and Economics from Eastern Nazarene College, Quincy MA and a MBA from Boston College, Chestnut Hill MA. He is a Registered Representative and licensed insurance representative of LPL Financial, member FINRA/SIPC, and holds the CERTIFIED FINANCIAL PLANNER™ designation.

Close

James J. Hughes, CRPC®

Jim is a graduate of the State University of NY Maritime College with a BS in Marine Transportation. He was a Ships Master and a Lieutenant JG in the US Naval Reserve. Jim is a CHARTERED RETIREMENT PLANNING COUNSELOR^SM designee, awarded through the College for Financial Planning.

Jim brings years of experience to the VyStar Investment Services team. He started his career as an investment representative in 1993 and was a founding director of the John Hancock Freedom Trust Company in 1994.  In 2008, Jim joined Merrill Lynch as a Senior Financial Advisor where he provided financial advice to families, associations and businesses. Jim’s experience includes providing financial advice to families with special needs children using a network of attorneys specializing in family law.

Jim and his wife Kristen, along with their 2 children, live on Fleming Island. He is a Rotarian (past president) and has been on the board of the US Navy League in Jacksonville. Jim is an avid runner and is a member of the Florida Striders.

Close

Urban Fleming

Urban started helping families and businesses pursue their financial goals in 2013 as an agent at New York Life. He later joined Regions Financial to serve in various roles including consumer banking, investment operations and financial planning. He is dedicated to understanding credit union member’s needs, educating them and providing comprehensive strategies to help them pursue their goals.

Urban is a graduate of Florida State College at Jacksonville with a Bachelors in supervision and management. He has earned his series 6, 7, 24, 63 and 65 registrations currently held through LPL Financial and life/health insurance agent.

When Urban is not serving his members, he can be found enjoying the great outdoor either working on his tree farm, hunting or fishing. He also enjoys playing the drums with his local band.

Close

Mark Rosier, MBA

Mark Rosier has over 25 years of experience in the financial advice industry. His extensive background includes proficiency in asset management, investment advisory, retirement planning and thorough assessment of financial goals. He believes assisting credit union members toward pursuing their financial goals through a holistic planning approach is important to managing desired results. This planning path includes analysis in the areas of asset and risk management, investment strategies, as well as retirement and estate planning. Working collaboratively with his clients, Mark's goal is to deliver wealth management advice and services that provide value and meet established goals for the future.

Mark received his undergraduate degree in economics from Florida State University and a MBA from Nova Southeastern University. He is a Registered Representative with LPL Financial, member FINRA/SIPC, and also is an insurance representative.

Close

James DeBerry

James is a graduate of University of North Florida and holds a Bachelor of Business Administration degree in Finance. He has worked in various roles within the Credit Union since 2014. He became an LPL investment Advisor Representative and an LPL Registered Representative in 2017. Since then, James has been helping credit union members pursue their goals by taking a comprehensive approach to investing and planning for any stage of life.

When James is not helping VyStar Credit Union members work toward their financial goals, he enjoys spending family time with his wife and two kids, cycling, and attending sporting events.

Close

Jennifer Pasterczyk, MBA

Jennifer brings over a decade of industry experience to VyStar’s Investment Services Team. She began her career with Fidelity Investments where she started as a broker dealing in retail securities gradually adding new investment products and strategies to her repertoire.

She has a passion for helping credit union members strive to preserve, grow and manage their wealth through consultative planning conversations. Her goal is to listen, educate and understand where each credit union member is in his or her financial journey formulating a customized plan to help move their financial plan forward.

Jennifer received her a MBA from Jacksonville University. She holds a Series 7, Series 63 and Series 66 registrations with LPL Financial.

A wife and mother foremost, Jennifer also enjoys the outdoors, auto racing and University of Alabama football. In her off hours she can be found with her family traveling or enjoying the beaches of Florida.

Close

Bland Matthews, CRPC®

Bland is a Florida native who grew up in the Alachua/Gainesville area. He graduated with a Bachelor of Arts Degree in Business administration from Flagler College in 2011. He began his career as a Financial Advisor in 2013 with Merrill Lynch and then Voya Financial. Most recently, he returned from Brooklyn NY where he worked at Capital One Investing. His desire to be near his family and enjoy his favorite hobbies, golf and surfing, brought him back home to Florida. Bland Matthews is a Chartered Retirement Planning Counselor^® and is registered with LPL Financial. 
 

Close

Wade Bramlitt, CRPC®

Wade began his financial services career back in 2006 with VyStar Credit Union working in various roles before moving to KY. While away, he was a Financial advisor for UBS and then Edward Jones, where he focused on developing strong relationships with his clients, helping them pursue their financial goals. Wade recently moved back home to bring this experience to the community that he knows and loves, and there was no better place to do this than with VyStar Investment Services.

After graduating from Clay High School, Wade received a scholarship to wrestle for The University of Central Oklahoma where he graduated with his Bachelors in Business Administration and achieved wrestling NCAA All-American honors in 2004. He holds the Chartered Retirement Planning Counselor^® designation and has been FINRA registered since 2010.

Close

Robert Walls

Rob began his career in Financial Services with Citigroup Global Markets in 2004. He moved to VyStar Investment Services because he values working for a member owned organization. Rob enjoys helping investors understand the various investment options that are available to help them achieve their financial goals.

He graduated from the Schreyer Honors College at Penn State University.

Close

Tyler Coe

Tyler started out his career helping credit union members where he discovered that he truly enjoys helping members pursue their financial goals. Tyler is a strong believer in credit unions and all the benefits that they provide to the community. Tyler creates lifelong relationships with his members and walks with them every step of the way through their various life stages.

Tyler’s qualifications include:
Series 7 Securities License held with LPL Financial
Series 66 Uniformed Combined State Law License held with LPL Financial
Licensed Insurance Agent Florida 2-14

Close

Cory Wilcox-Vasquez

Cory obtained his Associates Degree from Florida State College at Jacksonville in 2011. Since then, he has worked in many roles serving the needs of clients. This experience directed him toward the investment industry where he became a licensed representative with Merrill Lynch in 2016. He made the transition to VyStar Investment Services where he has been working closely with credit union members to aid them in their pursuit of their financial goals. He is currently working toward a degree in Financial Planning.

Cory currently holds:
Series 7 License held with LPL Financial 
Series 63 License held with LPL Financial 
Series 65 License held with LPL Financial
Licensed Insurance Agent Florida 2-15

Close

Trent Sherrod

Trent started his career in consumer banking for a regional credit union in central Florida in 2015. Shortly thereafter, he moved to their financial services team and became a licensed financial advisor in 2017. As an LPL Financial Advisor, Trent understands that each credit union member’s financial situation is unique and he is dedicated to creating personalized advice for each investor’s specific needs. Trent lives in Jacksonville with his fiancé, Samantha, and their two pets. He is an FSU graduate and a passionate Seminole’s football fan. In his spare time, Trent enjoys hiking with his dog, traveling Florida and exploring its freshwater spring system, and spending time with his friends and family.  
 

Close

Jeffery Ohlrich

Jeff started his career in the financial services industry in 2011 as a Member Relationship Specialist at VyStar Credit Union. He then worked for Fidelity Investments and Merrill Lynch/Bank of America as a Financial Advisor before returning in a capacity of an LPL Associate Advisor with VyStar Investment Services. Jeff’s experience as an LPL Financial Associate Advisor and as a Credit Union Member Relationship Specialist has provided him with the tools and knowledge to help credit union members pursue their short and long term goals.

Jeff’s qualifications include:
Series 7 Securities License held with LPL Financial 
Series 66 License held with LPL Financial 
Series 63 License held with LPL Financial
Bachelor’s degree in Sociology – Florida State University