Our Team

Our CFS* financial advisors are available by appointment to meet and discuss your goals. Contact us today to set up a complimentary, no-obligation meeting.

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Steve Harrell

Steve Harrell

Program Manager
CUSO FInancial Services, L.P.
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Greg Flick

Greg Flick

Financial Advisor
CUSO FInancial Services, L.P.
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Dave Hahn

Dave Hahn

Financial Advisor
CUSO FInancial Services, L.P.
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John Haller

John Haller

Financial Advisor
CUSO FInancial Services, L.P.
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Ryan LaVielle

Ryan LaVielle

Financial Advisor
CUSO FInancial Services, L.P.
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Josh Mayse

Josh Mayse

Financial Advisor
CUSO FInancial Services, L.P.
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Bradley Roberts

Bradley Roberts

Financial Advisor
CUSO FInancial Services, L.P.
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John Sagraves

John Sagraves

Financial Advisor
CUSO FInancial Services, L.P.
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Bob Scarfo

Bob Scarfo

Financial Advisor
CUSO FInancial Services, L.P.
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Nathaniel Stevens

Nathaniel Stevens

Financial Advisor
CUSO FInancial Services, L.P.
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Michael Thompson

Michael Thompson

Financial Advisor
CUSO FInancial Services, L.P.
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Amanda Van Schaik

Amanda Van Schaik

Financial Advisor
CUSO FInancial Services, L.P.
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Shawna Schaefer

Shawna Schaefer

Sales Assistant
CUSO FInancial Services, L.P.
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Jessica Keys

Jessica Keys

Senior Sales Assistant
CUSO FInancial Services, L.P.
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Leslie Osborne

Leslie Osborne

Sales Assistant
CUSO FInancial Services, L.P.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.