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.

Coumans
Sean Coumans

Sean Coumans

Financial Advisor
CUSO FInancial Services, L.P.
Greene
Mike Greene

Mike Greene

Financial Advisor
CUSO FInancial Services, L.P.
Jimenez
Humberto R. Jimenez

Humberto R. Jimenez

Financial Advisor
CUSO FInancial Services, L.P.
Kim
Young Kim

Young Kim

Financial Advisor
CUSO FInancial Services, L.P.
Ryan Davis Headshot FINAL
Ryan Davis

Ryan Davis

Remote Financial Advisor
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.