Episode
Meet the Team: Investment
- Published
- Feb 18, 2026
- Duration seconds
- 1139
- Processing state
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Summary
Have you ever wanted to take a closer look at how a strong balance sheet supports long-term credit union success? We talk about just that and more on this week’s episode of Financial Minds: Meet the Experts, where we continue our Meet the Team series with Vizo Financial’s investment team. On this week’s episode, Scott Wood, SVP/chief investments officer; Roger Heidlebaugh, portfolio strategists; and John Katon, investments analyst, join Jaime to discuss how they support financial stability and investment strategies for credit union growth. By aligning investment strategies with specific credit union goals, they help institutions balance returns with risk to create opportunities for financial advancement. Together, they share: A peek into the daily work of Vizo Financial’s investment team How credit unions can strengthen their investment portfolio What resources and services the team provides The benefits of using Vizo Financial for investments And more! Discover more on how the investment team helps credit unions navigate market shifts with confidence when you listen to this week’s episode. And, of course, be sure to join us next week as we take a closer look at other teams that play a vital role in credit union growth and success! Connect with us: Vizo Financial : www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial