Registered Representatives
 Tim Werdel
Financial Advisor
Tim Werdel is a Financial Advisor for Kern Schools Federal Credit Union Investment and Insurance Services, available through CUSO Financial Services, L.P. Tim brings much knowledge and experience to his position. He was born and raised in Bakersfield, graduating from the University of California at Davis with a Bachelor of Science degree in Managerial Economics and a Bachelor of Arts degree in History. Tim is a former member of the Pacific Coast Options Exchange with a Series 7, Series 63 and Series 66 License, as well as a California State Insurance License. He is FINRA registered in California, Oklahoma, Idaho, Missouri, New Mexico, Nevada, and Texas.
Tim covers the following KSFCU Branches: University Centre and Rosedale. He is also the School Retirement Specialist. He can be reached by calling (661) 833-7588 or via email at tim.werdel@ksfcu.org.
Jason Boyd
Financial Representative
Jason Boyd is a Financial Representative for Kern Schools Federal Credit Union Investment and Insurance Services. His experience includes being a Financial Advisor with New York Life where he was a Council Member. He also received one of financial services top awards, the Top of The Table MDRT. Jason graduated from West High School and earned an Associates Degree from Taft College. Jason specializes in retirement planning, wealth preservation & protection, long-term care insurance, and life insurance. He currently holds the series 7, 6 and 63 securities licenses as well as the California State Insurance License. Jason is FINRA registered in California, Arkansas, Colorado, North Carolina, New York, Oregon and Utah.
Jason is available at the Panama and Mt. Vernon Branch. He can be reached by calling (661) 833-7679, (661) 833-7784 or via email jason.boyd@ksfcu.org
Scott Boyd
Senior Financial Advisor
A native of Bakersfield, Scott graduated from Henderson State University with a BS in Biology and Chemistry. Scott has been a Financial Advisor for over 30 years, winning many Industry and Company awards including Top of The Table MDRT. Scott currently holds the series 7, 6, 22, 63, 66 and 24 securities licenses as well as the California State Insurance License. Scott is FINRA registered in California, Oregon, Texas, Arizona and Missouri. Scott specializes in Estate and Retirement Planning as well as wealth accumulation.
Scott is available at the Investment Center and Tehachapi Branch. He can be reached at (661) 833-7648 or via email scott.boyd@ksfcu.org.
Dustin Weaver
Financial Representative
Dustin is a Financial Representative for Kern Schools Federal Credit Union Investment & Insurance Services, available through CUSO Financial Services, L.P. He joined K.S.F.C.U in January 2008, and worked for another large financial institution prior. He has earned an Associates Degree and obtained Series 6 & 63 Securities Licenses, as well as a California State Life Insurance License. Dustin can assist you with Retirement Planning, Wealth Accumulation or Preservation, and your Life Insurance needs. He is FINRA registered in California.
Dustin is available at Ming Ave, Downtown (2424 Chester), and Delano branches. He can be reached at (661) 833-7096 or via e-mail dustin.weaver@ksfcu.org.
John P. Border
Financial Services Professional
John P. Border is a Financial Services Professional for Kern Schools Federal Credit Union Investment and Insurance Services. John was with New York Life Insurance Company for more than 21 years and is experienced in both financial and life insurance planning to a wide range of clients. John specializes in wealth management, retirement, and estate planning, holds designations for Long-Term Care Professional (LTCP) and Life Underwriter Training Council Fellowship (LUTCF), and is a registered representative with the Financial Industry Regulatory Authority (FINRA) possessing the Series 6, 63, and California State Life and Health, and Variable Insurance licenses. John has attained distinguishing career milestones including being in the top three percent of New York Life agents nationwide, a 12 year MDRT (Million Dollar Round Table) member which is achieved by less than 1 percent of the world’s life insurance and financial services professionals, and has consistently achieved Top of the Table and Court of the Table levels.
John is available at the Ming Avenue Branch. He can be reached by calling (661) 833-7780 or via email john.border@ksfcu.org.
Nat Rocco
Financial Services Professional
Nat Rocco is a Financial Services Professional for Kern Schools Federal Credit Union. Nat has been in the Financial Services industry for over 25 years and brings much knowledge and experience to his position. During this time, he received numerous industry and company awards as a Financial Representative and as a mid and high level Agency Manager, including the prestigious President’s Trophy for recognition as the number 1 agency out of 150 agencies nationwide for development and production of agency personnel during their first 4 years. Nat specializes in Retirement and Estate Planning and the senior markets with the focus of accumulating, preserving, and distributing assets and wealth by utilizing tax beneficial programs. Nat is a Registered Representative with the Financial Industry Regulatory Authority (FINRA) possessing the Series 6, 63, California State Life and Health, and Variable Insurance Licenses.
Nat is available at the KSFCU River Run Branch on Coffee Rd. He can be reached by calling (661) 833-7767 or via email nat.rocco@ksfcu.org.
Securities offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not Credit Union guaranteed and may lose value. Kern Schools Financial Services, LLC (KSF), a wholly owned subsidiary of KSFCU, is in partnership with CFS. Financial Advisors are employees of KSF and registered through CFS.
(Member FINRA/SIPC)
For specific tax advice please consult a qualified tax professional.
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