vantage west wealth management
Meet Our Wealth Managers
Personalized investment management clients truly value
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.
Benefits of Working With A Wealth Manager:
- Get a personalized financial roadmap built around your goals, life stage, tax considerations, and long-term needs, so you can move forward with clarity and confidence.
- Avoid common planning pitfalls with guidance that helps you navigate retirement decisions, income needs, inflation expectations, and healthcare considerations.
- Start investing with confidence by accessing clear explanations, qualified insights, and ongoing support instead of navigating complex choices alone.
Our Team is on Your team
Dedicated. Driven. Experienced.
Beau McGlamery, CFP®, CMFC® Lead Wealth Manager
Beau holds a Bachelor’s Degree in History from the University of Arizona and is a CERTIFIED FINANCIAL PLANNER® professional. He has over a decade of industry experience and has been serving Members of Vantage West Credit Union since 2019.
Why The CFP® Is A Benefit To You
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.
Office: 520-751-7039
[email protected]
Eric DuBose Lead Wealth Manager
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 over a decade of financial industry experience and has been serving Members of Vantage West Credit Union since 2011.
Office: 520-751-7039
[email protected]
Katrina Bargas Associate Wealth Manager
Katrina holds a Bachelor’s of Science in Business Admin from the University of Arizona as well as Series 7 & 66 registrations held through LPL Financial, and Life Health and Annuities Licenses.
She has over 5 years of financial industry experience and has been serving Members of Vantage West Credit Union since 2019.
Office: 520-751-7039
[email protected]
Luis Sotelo Associate Wealth Manager
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 over 5 years of financial industry experience and has served Members of Vantage West Credit Union since 2016.
Office: 520-751-7039
[email protected]
Visit With Us At A Branch, or on a Video or Phone Call
Let's Have A Conversation With Real Purpose
Our Wealth Management team is here to help you explore your goals with clarity and confidence. We welcome you to visit a nearby branch for a thoughtful conversation about your investing needs, future plans, and the milestones ahead. It’s a chance to sit down with a wealth manager who listens first and helps you understand the options that support the life you’re working toward.
Disclosures
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. 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