Heather Stall, CFP® & CTFA, and Jerry Kasper, CFP® serve as Trust Officers of MEMBERS Trust Company and Vice Presidents of Coastal Trust & Investment Services.

Heather Stall has served the needs of her trust clients since 1997, previously with First Union and BB&T. She is a CFP® practitioner as well as a Certified Trust and Financial Advisor. Heather has an MBA from Western Carolina University.

Jerry Kasper's financial services career started in 1987, after serving in corporate management for several years with Mobil Oil Corporation. He has held various leadership positions with American Express Financial Advisors, AXA Advisors, and MetLife Financial Services. In addition to being a CFP® practitioner, Jerry has an MBA in Finance from Northern Illinois University.

Both Heather and Jerry have handled complex financial planning needs for many families and welcome the opportunity to bring their extensive experience to members of Coastal Federal Credit Union.

Call or stop by our Trust Services Office.