Meet Our Team
Ken Coulthard, CFP®
Ken Coulthard is the program manager and a financial professional with MEMBERS Financial Services located at Southeast Financial Credit Union. Ken helps credit union members pursue their financial goals by helping everyone:
- Build a base of insurance protection
- Set accumulation goals for retirement assets
- Manage investments to work toward objectives
- Create a retirement income plan
Ken has been in the financial services industry for over 30 years with a focus on serving credit unions and their members. Ken is a graduate of Wake Forest University and a CERTIFIED FINANCIAL PLANNER™ with an Executive Certificate in Financial Planning from Belmont University. He is a member of the Financial Planning Association of Middle Tennessee. Ken has been married to his wife C.J. for over 27 years, and they have two college-aged boys – Ben and Will.
Ken’s passion is helping credit union members and their families be properly insured and be on track to meet their future retirement and retirement income goals.
David Harlan is a financial professional with MEMBERS Financial Services located at Southeast Financial Credit Union. He wants to empower all credit union members to take control of their financial future. This includes:
- Help with management of investment assets
- Assistance with education funding
- Managing income during retirement
- Legacy planning
After graduating from Auburn University with a degree in finance, David moved to Franklin, TN. For almost 25 years, he's worked in the financial services industry both as a personal banker and financial professional.
David and his wife Melissa married in 2006 and have three children: Jackson, Madison, and Mason. He enjoys coaching youth sports, playing golf, investing, and spending time with family.
Jodie Smith is a financial professional with MEMBERS Financial Services located at Southeast Financial Credit Union. Jodie has been in the financial services industry for over 22 years. Her passion is helping members pursue their financial goals. Working together, she’ll help you make sound financial decisions consistent with your comfort level, time horizon and life goals.
Jodie and her husband, Andy, have been married for 23 years. They have two children, Maekayla and Corban. They enjoy many outdoor activities and spending time with family and friends.
Katryna Wright is a LPL Registered Sales Assistant who has been with the MEMBERS Financial Services program located at Southeast Financial Credit Union since 2010. Born in Toronto, but a Nashville resident since 1989, she and her husband of over 30 years have two children, two cats, and a German shepherd. When she's not supporting advisors, credit union members, and clients, Katryna's favorite things include spending time with family and friends, listening to music, and practicing yoga.
Risa Wright is a coordinator who been a part of the MEMBERS Financial Services program located at Southeast Financial Credit Union since 2012. Risa and her husband enjoy celebrating life to the fullest, being involved in their church, and spending time with their two married sons and their families.
CFP, RIPC, and CRPC is a registered service mark of the College of Financial Planning. Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. MEMBERS Financial Services and Southeast Financial Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services and may also be employees of Southeast Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of MEMBERS Financial Services or Southeast Financial Credit Union. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
The LPL Financial Registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.