Vantage West Wealth Management
Meet Our Wealth Managers

Our Wealth Managers are experienced financial professionals who put your needs and goals before anything else.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Beau McGlamery, CFP®, CMFC®
Lead Wealth Manager
Office: 520-751-7039
[email protected]


Beau holds a Bachelor’s Degree in History from the University of Arizona and is a Certified Financial Planner™.
He has ten years of industry experience and has been serving Members of Vantage West Credit Union since 2019.

The Certified Financial Planner™ certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards. In order to receive the Certified Financial Planner™ designation the candidate must meet defined education, examination, experience and ethics requirements. Certified Financial Planner™ is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, retirement saving and investments. CFP®  professionals must act as a fiduciary, and therefore, act in the best interest of the client. A CFP®  practitioner is the lead to a Wealth Management team and able to provide comprehensive holistic advice.

Eric DuBose
Lead Wealth Manager
Office: 520-751-7039
[email protected]


Eric holds a Bachelor’s Degree in Humanities from the University of Arizona as well as Series 7 & 66 registrations held through LPL Financial, and Life Health and Annuities Licenses.
He has 13 years of experience in the financial industry and has been serving Members of Vantage West Credit Union since 2011.

Katrina Bargas
Associate Wealth Manager
Office: 520-751-7039
[email protected]

Katrina holds a Bachelor’s of Science in Business Administration from the University of Arizona as well as Series 7 & 66 registrations held through LPL Financial, and Life Health and Annuities Licenses.

She has five years of industry experience and has been serving Members of Vantage West Credit Union since 2019.

Luis Sotelo
Associate Wealth Manager
Office: 520-751-7039
[email protected]

Luis holds a master’s degree in business administration from the University of Phoenix as well as Series 7 & 66 registrations held through LPL Financial and Life Health and Annuities Licenses.

He has eight years of experience in the financial industry and has served Members of Vantage West Credit Union since 2016.

Contact Us

Disclosures

LPL Financial Form CRS www.lpl.com/CRS

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. Vantage West Credit Union and Vantage West Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Vantage West Wealth Management, and may also be employees of Vantage West Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Vantage West Credit Union or Vantage West Wealth Management. 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. 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

 

Your Credit Union (“Vantage West Credit Union”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Vantage West Credit Union for these referrals. This creates an incentive for Vantage West Credit Union to make these referrals, resulting in a conflict of interest. Vantage West Credit Union is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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.

CA Insurance License Information
Eric DuBose | Domicile: AZ | 2480 N Arcadia Ave Tucson, AZ 85712 | CA Insurance #4021315

Luis Sotelo | Domicile: AZ | 2480 N Arcadia Ave Tucson, AZ 85712 | CA Insurance #4381899

Katrina Bargas | Domicile: AZ | 2480 N Arcadia Ave Tucson, AZ 85712 | CA Insurance #4169515