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.

Anacleto
Josephine Anacleto CRPC®

Josephine Anacleto CRPC®

Financial Advisor
CUSO FInancial Services, L.P.
Daubenspeck
David Daubenspeck CFS®, CIS™

David Daubenspeck CFS®, CIS™

Financial Advisor
CUSO FInancial Services, L.P.
Markson
Tracie Markson-Krosky, CRPC®

Tracie Markson-Krosky, CRPC®

Financial Advisor
CUSO FInancial Services, L.P.
Littleton
Kron Littleton

Kron Littleton

Financial Advisor
CUSO FInancial Services, L.P.
Vandenbrook
Paul Vanden Brook

Paul Vanden Brook

Financial Advisor
CUSO FInancial Services, L.P.
Boton
Carlo Boton CFP®

Carlo Boton CFP®

Financial Advisor Associate
CUSO FInancial Services, L.P.
Davis
Ryan Davis

Ryan Davis

Financial Advisor Associate
CUSO FInancial Services, L.P.
Horner
Manuel Horner

Manuel Horner

Financial Advisor Associate
CUSO FInancial Services, L.P.
Donahue
Carol Ann Donahue

Carol Ann Donahue

Financial Advisor Associate
CUSO FInancial Services, L.P.
Meyer
Kevin Meyer

Kevin Meyer

Financial Advisor Associate
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.