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 Insuranceimg-irc-logo-458x110
  • 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-irc-headshotBryan Roberts CFP*, ChFC
Vice President Wealth Management
bryan.roberts@cunamutual.com
(215) 969-2967
Fax: (215) 969-2720
img-rick-irc-headshotRick Whitmire, CRPC*
Vice President Wealth Management
ricky.whitmire@cunamutual.com
(215) 489-9301, Ext. 210
img-tim-irc-headshotTim Quigley
Financial Advisor
timothy.quigley@cunamutual.com
(215) 563-1312, Ext. 206
img-todd-irc-headshotTodd D. Lindemuth
Financial Advisor
todd.lindemuth@cunamutual.com
(215) 293-0340, Ext. 215
Fax: (215) 293-0345
img-alice-irc-headshotAlice Streeper
IRC Office Coordinator
alice.streeper@cunamutual.com
(215) 969-2967, Opt 2
Fax: 215-969-2720
img-alana-irc-headshotAlana Dunderdale
IRC Office Coordinator
alana.dunderdale@cunamutual.com
(215) 969-0777, Ext. 2418
Fax: 215-969-2720
img-ben-irc-headshotBen Schleicher
Sales Assistant
ben.schleicher@cunamutual.com
(215) 969-2967, Ext. 3
Fax: 215-969-2720
img-chris-irc-headshotChris Needs
Sales Assistant
chris.needs@cunamutual.com
(215) 610-277-7025, Ext. 209
Fax: 610-277-7432