Investment & Retirement Center

The American Heritage Investment & Retirement Center (IRC) program is intended to help members organize their financial life and plan for the future. With IRC, you have access to a wide variety of financial management services at one location.

The IRC programs include:

  • Investment Planning
  • IRAs (Traditional and Roth)
  • Life InsuranceAmerican Heritage Investment and Retirement Center
  • Rollover / IRA Transfers
  • Retirement
  • Fixed and Variable Annuities
  • Mutual Funds
  • Conservative Investments
  • CD Alternatives

Your IRC representative takes time to listen to your needs, and will review your goals and make recommendations. IRC also offers educational workshops, including online video workshops.

Learn about some of your IRA options with IRC by click on one of these options:

To learn more, contact a representative at the American Heritage Investment & Retirement Center. The consultation is at no cost.

Below are some of the IRC representatives here to serve you.
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Contact Information
img-bryan-roberts-headshot-ircBryan Roberts CFP*, ChFC
Vice President Wealth Management
bryan.roberts@cunamutual.com
(215) 969-2967
Fax: (215) 969-2720
Rick Whitmire, CRPC*
Vice President Wealth Management
ricky.whitmire@cunamutual.com
(215) 489-9301, Ext. 210
Tim Quigley
Financial Advisor
timothy.quigley@cunamutual.com
(215) 563-1312, Ext. 206
img-todd-lindemuth-headshot-ircTodd D. Lindemuth
Financial Advisor
todd.lindemuth@cunamutual.com
(215) 293-0340, Ext. 215
Fax: (215) 293-0345
Ben Schleicher
Financial Advisor
ben.schleicher@cunamutual.com
(215) 969-4011
Fax: 215-969-2720
Alice Streeper
IRC Office Coordinator
alice.streeper@cunamutual.com
(215) 969-2967, Opt 2
Fax: 215-969-2720
Alana Dunderdale
IRC Office Coordinator
alana.dunderdale@cunamutual.com
(215) 969-0777, Ext. 2418
Fax: 215-969-2720
img-josh-rajan-headshot-ircJosh Rajan
IRC Program Coordinator
josh.rajan@cunamutual.com
(215) 969-0777, Ext. 2419
Fax: 215-969-2720