Our Wealth Advisors
True Sky Investment Services is dedicated to helping you achieve your financial goals with a comprehensive and collaborative approach. Whether you’re an experienced investor or just getting started, we can help guide your short- and long-term plans to achieve financial well-being. Wherever you are on your investment journey, we’re here to help.
Our Investing Philosophy
True Sky Investment Services is dedicated to helping you achieve your financial goals with a comprehensive and collaborative approach. Whether you’re an experienced investor or just getting started, we can help guide your short- and long-term plans to achieve financial well-being. Wherever you are on your investment journey, we’re here to help
Services Offered
Account Types
Insurance
Products
Services
*For additional details around employer-sponsored plan rollovers, please click here.
Your Dedicated True Sky Wealth Advisors
Juanita McCormick
Wealth Advisor
I am a Wealth Advisor with over three decades of experience in the financial industry. My passion is helping my clients accumulate and maintain wealth, helping their financial security and prosperity for years to come. I understand every client has different aspirations and priorities and I strive to develop customized strategies that align with their unique needs. I focus on the qualities that my clients value most – attention to detail, excellent listening skills, and profound empathy.
“I take great pride in building long-lasting relationships with my clients based on trust, transparency and great communication. I ensure my clients are empowered to make confident financial decisions.”
I proudly hold an MBA of International Business from MidAmerica Christian University. Beyond the financial realm, I am a mother to two lovely daughters, two handsome sons, and a grandmother to eight beautiful grandchildren. When not supporting my clients, you’ll find me cherishing moments with my grandchildren, exploring new places through travel and volunteering for causes close to my heart. Call today to set up a no-obligation conversation about your financial well-being.
Tyler Fields
Wealth Advisor
As a dedicated and passionate Wealth Advisor, I understand the importance of family in my clients’ lives because family is a priority of mine as well. My greatest joy comes from being a parent to two wonderful children— Trinity, a gymnastics enthusiast, and Drew, a devoted Spider-Man fan. I recognize that financial decisions are not just about numbers, but about the well-being and future of loved ones.
“I believe that financial planning is not just about maximizing wealth, but also about creating a legacy that can be passed down through generations.”
I understand the importance of building strong relationships based on trust and open communication. I take the time to get to know my clients on a personal level, ensuring I fully understand their unique circumstance and can provide the most relevant and effective advice. In my free time, I enjoy reading and speaking at Fellowship of Christian Athletes events. As a former Oklahoma State football player, I also maintain a strong interest in fitness. I remain committed to supporting Oklahoma State alumni and sporting events, and I passionately cheer for my favorite sports teams—the Detroit Lions, Michigan Wolverines, and the Los Angeles Lakers.
Financial Well-Being Starts With A Plan
Our Wealth Advisors at True Sky Investment Services deliver individually tailored financial strategies while building lasting relationships with members. They work with clients to create a financial plan devoted to their specific needs and wants. Our goal is to help clients not only dream but strive to see those dreams come true, allowing them to leave behind a legacy to the ones they love most. We strive to make sure that we are there every step of the way in our client’s financial journey.
We look forward to connecting!
To learn more about Copper Financial and its financial representatives, visit FINRA BrokerCheck.
Securities and advisory services are offered through Copper Financial Network, LLC (“Copper Financial”), an SEC-registered investment adviser. Member FINRA/SIPC. True Sky Federal Credit Union (“True Sky”) has contracted with Copper Financial to make non-deposit investment products and services available to its members. True Sky and True Sky Investment Services are not broker-dealers or investment advisers and are not affiliated with Copper Financial.
Please review our Customer Relationship Summary for information on the products and services we offer and the nature of the relationship we have with our clients.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. All investing involves risk, including the possible loss of money you invest. Past performance is not a guarantee or indication of future performance.
Investment and insurance products offered through Copper Financial:
Are Not Credit Union Deposits or Obligations | Are Not NCUA or Otherwise Federally Insured | Are Not Credit Union Guaranteed | May Lose Value
True Sky has contracted with Copper Financial to provide investment products and services to True Sky members. True Sky is not a client of Copper Financial. True Sky will receive compensation from Copper Financial if you open an account with Copper Financial. This compensation creates an incentive for True Sky to refer clients to Copper Financial. For additional information please see the Program Credit Union Referral Fee Disclosure available here.
