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Create your comprehensive financial roadmap.

Firefly CU Advisors are a team of financial professionals who can help you plan for a brighter future. Whether you’re looking for comprehensive financial guidance, assistance with a specific financial goal or just a second opinion, they’re ready to help.

The Firefly CU Advisors 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. For more information about CUNA Brokerage Services, Inc., please visit

Meet the Firefly CU Advisors Team

Check the background of Firefly's investment professionals on FINRA's BrokerCheck.
Photo of Neil Bonneson
Neil Bonneson
Financial Advisor


Neil serves visitors to Firefly's Bloomington, Chanhassen, and Shakopee locations.

Photo of Anthony Bumgarner
Anthony Bumgarner - CRPC®
Vice President, Wealth Management;
Financial Advisor; 
Chartered Retirement Planning CounselorSM

Anthony serves visitors to Firefly's Brooklyn Park, Fridley, Maple Grove, and Minneapolis locations.

Photo of Bill Goldaris

Bill Goldaris - CRPC®
Vice President, Wealth Management;
Financial Advisor;
Chartered Retirement Planning CounselorSM

Bill's Bio

Bill serves visitors to Firefly's Burnsville and Lakeville locations.

Photo of Daniel Guibert
Daniel Guibert
Associate Financial Advisor


Daniel serves visitors to Firefly's Minneapolis location.

Interested in meeting with a Firefly CU Advisor?

Contact Firefly CU Advisors's Program Coordinator to set up an appointment at the Firefly location most convenient to you.

 Schedule via phone   Schedule via email
Learn more before scheduling an appointment
  • Mutual Funds
  • Stocks
  • Bonds
  • Municipals
Investment Annuities
  • Variable Annuities
  • Fixed Annuities
  • Fixed Index Annuities
  • Hybrid Annuities
  • Immediate Income Annuities
Real Estate Investment Trusts (REITs)
  • Traded
  • Non-traded
Managed Accounts
  • Mutual Funds
  • Stocks and Bonds
  • Exchange Traded Funds (ETFs)
  • Strategies
Education Planning and Funding
  • Education investment account choices
Employer Retirement Plan Rollovers
  • TSP
  • 401(k)
  • Pension
  • ESOP
  • 403(b)
  • 457
Individual Retirement Accounts
  • Traditional
  • Roth
  • Inherited
Self-Employed Retirement Plans
  • Solo 401(k)
Legacy and Estate Planning
  • Beneficiary review
  • Legacy documents (general guidance)

*Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

Insurance Design & Procurement
  • Life
  • Buy & Sell Agreements
  • Long-Term Care
  • Key Person
  • Disability Income
  • Pension Maximization
  • Explore more from TruStage Insurance Agency

Already a Firefly CU Advisors client?

Visit Investor Connection to access your CUNA Brokerage Services, Inc. account.

 Access your account

Did You Know...

Firefly CU Advisors can help with 401k Rollovers.

Whether you've recently switched employers or are looking for more flexibility for your retirement account choices, Firefly CU Advisors can help you explore what retirement plan options are available to you.

 Explore all services

*Firefly CU Advisors Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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. FR-3043129.1-0420-0522