Financial Planning to pursue Financial Freedom
Our Team One Investment Services advisor offers securities through LPL Financial; Member FINRA / SIPC as our broker/dealer. LPL Financial makes available a variety of investment and insurance programs including Traditional and Roth IRAs, Mutual Funds, Fixed Annuities, Variable Annuities, 403b Plans, Long Term Care Insurance and Life Insurance.
As a credit union member, you are entitled to a free review of your finances and a professional opinion about your investment options.
Investment Services Designed Just for You
At Team One Investment Services, we're committed to helping you achieve your financial objectives. Our partnership with LPL Financial provides access to a wide range of investment products and strategies tailored to your unique situation. Our experienced advisor is dedicated to delivering exceptional service and guidance every step of the way.
Professional Investment Services
Our Investment Services professional offers a range of services designed to help you seek your long-term financial objectives. Some of the services they provide include:
- Retirement planning
- Investment strategies
- College savings plans
- Financial management
- Strategies focused on growing your wealth
- Insurance
- Guided Wealth Portfolios (self-directed investments)
What sets our Investment Services professional apart is their personalized approach. Because they don't offer proprietary investment products, they can provide guidance based on thorough market research, always putting your best interests first.
Meet Your Wealth Advisor
Our Wealth Advisor brings years of experience, advanced education, and nationally recognized accreditations. They are available to meet with you at your convenience in one of our branch locations or by phone to discuss your financial goals.
Meet Dimitri Hountalas - Wealth Advisor
Dimitri Hountalas began his career in 2008, advising educators and employees in the Genesee Intermediate School District on optimizing their 403(b) retirement plans, pensions, and social security benefits. In 2009, he transitioned to JP Morgan Chase, where he served as a private client banker and transitioned into JP Morgan Private Bank. During his tenure, Dimitri managed trading operations, expanded investment service offerings, and provided comprehensive financial planning for high-net-worth clients.In 2019, Dimitri was recruited by Independent Bank to establish and grow its Wealth Management program in Southeast Michigan. Over a five-year period, the program flourished, surpassing $55 million in assets under management (AUM) despite the challenges posed by the COVID-19 pandemic. From his experience with JP Morgan Private Bank, he collaborated extensively with commercial banking, business owners, and 401(k) plans, including managing the State of Michigan’s workers' compensation fund.
With over a decade of experience in wealth management and a client-centric approach, Dimitri prides himself on delivering tailored, comprehensive financial solutions. In 2024, he affiliated with Retirement Strategy Centers, a leading branch of LPL Financial, the #1 independent broker-dealer in the nation*. LPL Financials independent platform allows Dimitri to leverage in-depth research and professional resources to serve his clients' diverse needs, free from proprietary product constraints.
A Michigan native and first-generation Greek American, Dimitri holds a bachelor’s degree in finance from the University of Michigan-Flint School of Management. He resides in Royal Oak, MI, with his wife Brittany, their three children, and their mini golden doodle Belle. In addition to his professional pursuits, Dimitri is actively involved in his community as a member of Saint Nicholas Greek Orthodox Church and the Detroit Economic Club. He also enjoys traveling with his family and coaching youth hockey, soccer, and basketball.
*Based on total revenue as reported by Financial Planning magazine, June 1996-2024.
To get started on your customized investment plan, call 888.674.2848 to schedule a no-cost, no-obligation meeting. Our Investment Services professional is eager to work with you to pursue your financial goals.
Choose Team One Credit Union for Your Financial Partner
LPL Financial stands out from traditional investment banking firms with its dynamic business model, which includes:
- No proprietary products mean no conflicts of interest, giving you confidence that recommendations are made solely in your best interest.
- Respected, independent research ensures that our advisors have access to the latest insights and information.
- Innovative technology and ongoing training enable our advisors to stay ahead of the curve and provide professional guidance.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA / SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. Team One Investment Services and Team One Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Team One Investment Services, and may also be employees of Team One Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Team One Credit Union or Team One Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with resident 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.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html and https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf for more detailed information.