PLANNING AND MANAGEMENT
From college to retirement to legacy planning.
Choose the best option for you and your family.
HELPING MAZUMA MEMBERS PLAN THEIR FINANCIAL FUTURES SINCE 1980.
LIFELONG KANSAS CITY AREA RESIDENT AND HAS BEEN WITH MAZUMA SINCE 1997.
HELPING INDIVIDUALS AND COMPANIES ACHIEVE THEIR FINANCIAL GOALS SINCE 2011.
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Mazuma Wealth Management advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. The Mazuma Wealth Management program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
Every major milestone in our lives starts with financial planning — from figuring out how to pay for college to preparing for a carefree retirement. Together, we can:
We have Term, Variable, Whole and Modified Endowment Plans to protect you and your family.
Ensure you have a steady stream of income for the rest of your life. Mazuma has deferred and immediate options as well as potential income guarantees relying on fixed, variable and indexed contracts.
Bill Sherman has been in the financial industry since graduating from Dartmouth College in 1981 and returning home to KC. He has been helping Mazuma Members plan their financial futures since 1990. He holds both the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.
Bill focuses on the performance of your investments, the insurances that reduce your risks, and the mathematical choices we all must face in our daily lives to educate our children and achieve a secure retirement.
An active Member of Rotary International, Bill is the proud father of two grown daughters and has been married to Connie since 1983. He enjoys the outdoors — including golf, canoeing and fishing — and is a National and World Champion in Masters swimming.
Check Bill’s background on FINRA’s BrokerCheck.
Laura Augspurg is a lifelong KC area resident, attended Lee’s Summit HS and graduated from Baker University magna cum laude. She has been working with Mazuma Members since 1997 to help make Kansas City a better place to live, work and bank.
Combining her education and credit union experience, Laura works to ensure your investments and insurances are in line with your goals, from short to long term. She also offers insights into daily choices we all have to make to ensure financial success.
Laura enjoys the outdoors as much as possible, including gardening, camping and boating. She is married to a wonderful man, Brian, and together they have three children and four grandchildren. They have some kids-in-law that are pretty great, too!
Check Laura’s background on FINRA’s BrokerCheck.
Kyle has been in the financial services industry since 2011 helping individuals and companies achieve their financial goals. He graduated from Rockhurst University and has a strong passion for personal finance. Kyle joined Mazuma Credit Union in 2019 and enjoys assisting Members develop and implement their personal financial plans and takes a comprehensive approach to personalize portfolios for every investor.
As a lifelong Kansas City resident, Kyle is a big fan of our professional sports franchises: The Chiefs, Royals and Sporting KC. He also enjoys golfing at many of the city’s fine courses. Kyle and his beautiful wife Alicia welcomed their daughter Meredith to the family in 2017.
Check Kyle’s background on FINRA’s BrokerCheck.
Hi! I'm Wyla, your personal Mazuma assistant. How can I help you today?