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Personal > Investments and Financial Planning

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Investments and Financial Planning

Find your financial true north with Del Norte Investment Services.

Complimentary Consultation

A helping hand for every stage of the climb

We understand that you have many financial dreams and goals such as buying a home, saving for your child’s college tuition and ensuring a secure retirement. The staff of Del Norte Investment Services work with you every step of the way to help you successfully reach the financial summits of your life.

The Del Norte Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

For more information about CUNA Brokerage Services, Inc., please visit Cuna Brokerage Services.

Working with you to reach every financial goal

All personal information is kept strictly confidential, as required by law. We strive to serve you with respect, trust and integrity to help improve your financial life.

  • Senior couple with small backpacks walk trail with view of lake

    Financial Management

    Understanding your day-to-day financial needs is the first step to creating a plan for a successful future.

  • Two social security cards sitting on top of investment document

    Retirement Planning

    Lay the groundwork for a stress-free retirement today with professionals that understand where you’re headed.

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    Education Planning & Funding

    The price of education demands smart choices and good preparation. Let’s get started today.

  • Woman holding tablet and pen reviews graphs on document

    Wealth Management

    Smart investors don’t sit on their lead. Take your investment strategy to the next level with us.

  • Young happy couple share laptop while sitting on couch

    Beginning Investing Strategies

    The first step is always the hardest. We’re here to help introduce you to the exciting world of investing.

  • A little girl sprays a water hose at a white SUV in her family's driveway

    Insurance Services

    Give yourself the peace of mind that you need and deserve with DNIS insurances services.

Meet the team

  • Scott Covey DNIS Financial Planner in Santa Fe

    Scott Covey

    Financial Professional

    Scott Covey has worked as a Financial Professional for 19 years — the past four years with Del Norte Investment Services. He has managed an office of financial professionals and currently maintains a Life, Accident & Health Insurance license and is registered to sell securities. A former resident of New Orleans, he landed in Santa Fe after Hurricane Katrina accompanied by his pet cat, Pete. Scott attended Oklahoma City University on a baseball scholarship and loves to take week-long train trips around the United States.

    Check the background of this investment professional with FINRA’s BrokerCheck.

  • Cynthia Frederick Del Norte Investment Services Coordinator

    Cynthia Frederick

    Services Coordinator

    Cynthia works with Scott to ensure you have an excellent experience with us. Cynthia joined Del Norte Investment Services to grow her professional skills and to continue building relationships with our communities. A seeker of new and exciting challenges, she is eager to help you on your path to financial success. A native of Southern California, Cynthia, along with her husband, and two greyhounds, moved to New Mexico in 2019. Cynthia completed her B.A. in Communications from Cal State Fullerton and comes with 30 years of management experience. Her projects at home include raising chickens and pursuing her passion for photography.

Complimentary Consultation

Fill out the short form below for a complimentary consultation with our financial professionals.

  • Click SUBMIT below to send your request. A representative will be in touch as soon as possible.
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Set up your complimentary evaluation today

Set up an appointment today for your complimentary consultation with Mr. Scott Covey, Financial Professional, by phone at (505) 455-5461 or use the contact form to get started.

Contact Us

Disclosures

*Del Norte Investment Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc.is a registered broker/dealer in all fifty States of the United States of America.

FR-3444629.1-0221-0323