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Community Choice Investment Services Team

Some life events can be anticipated, while others will surprise you. Some are significant enough to affect your household finances, your investment strategy, and even your vision of the future. Community Choice Investment Services will help you navigate all of life's transitions.

There's nothing like a second opinion. It can reassure you that you are doing the right thing with your wealth. It may also lead to new options and choices you hadn't considered or noticed before. Help ensure you are making informed decisions by meeting with our Wealth Advisors.

Wendi Diacono

Wendi Diacono, AIF®, CFS

877.243.2528

Wendi Diacono is a Wealth Advisor offering various asset management programs to individuals and business owners. Wendi is an Accredited Investment Fiduciary and an LPL Investment Advisor Representative. She takes a holistic approach to...

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Shane Robinson

Shane Robinson

877.243.2528

Shane Robinson is a Wealth Advisor with 34 years of financial industry experience, ranging from accounting to auditing. Earlier in his career, Shane owned a financial planning and insurance company that supported individuals, families,...

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EJ Purdy

EJ Purdy

877.243.2528

EJ Purdy is a Wealth Advisor who has been helping people navigate their Financial Health through Accounting, Budgets/Debt consolidation and Investments for over 30 years. EJ joined Community Choice Investment Services in 2021 applying...

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