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Financial Success In Your New Chapter

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Revolutionary Coworking

100 Hay Street

Fayetteville, NC 28301

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In this workshop, we discuss various financial topics that play an important role to all transitioning service members. These topics include savings, budgeting and debt management, mortgages, and investments. Following the workshop, you will have the opportunity to speak one on one with a mortgage specialist, investment specialist and member service representatives from Navy Federal Credit Union for more assistance.

American Dream U and Navy Federal Credit Union are proud to share complimentary financial advice with transitioning service members, veterans, and their families.

Presenters: Larry Davis, Meagan Kim and Rosie Settles

Larry Davis
Larry was born and raised in Fort Bragg, NC and is a graduate of the University of North Carolina, Wilmington. Larry’s father retired from the Army, and his step-father retired from the United States Navy. His mother has been a business owner for more than 30 years, which inspired his start in real estate. He has been a licensed real estate broker since 1986 and is also a licensed North Carolina Auctioneer. He has been a part of the Navy Federal team as a Mortgage Loan Officer since 2012 and has been the highest producer on the East Coast 3 years in a row.

Meagan Kim
Meagan Kim has worked in the Financial Services industry since 2012. She joined Navy Federal Financial Group in November 2012. Meagan values building relationships with her clients and the community. Meagan is married to a former U.S. Marine and understands the challenges faced by our service members and their families. She is passionate about understanding the different financial goals each member has and looks to develop personalized strategies for retirement, college savings, and personal investments.

Meagan holds an A.A. in Business Management and graduated Magna Cum Laude with a B.S. in Technical Management and Finance. She also holds her Series 7, 63, and 66. In her free time, Meagan enjoys coaching local youth leagues, traveling with her family, and spending time outdoors.

Rosie Settles
Rosie Settles was born and raised in San Antonio, Texas. After high school, she decided to join the US Navy where she served as a Logistics Specialist. During her enlistment, Rosie earned her bachelor's degree in Organizational Management. Following her naval career, she began working with Navy Federal Credit Union in January 2015 as a Member Service Representative. Rosie is married to an active duty sailor and can relate to our military members and their families.


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Revolutionary Coworking

100 Hay Street

Fayetteville, NC 28301

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