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Meet the professionals

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.

Tom Howell

Tom Howell

Financial Advisor

CUSO Financial Services, L.P.

James J. Eiker

James J. Eiker

Financial Advisor

CUSO Financial Services, L.P.

Andrew Broughman, CRPC®, CFP®

Andrew Broughman, CRPC®, CFP®

Financial Advisor

CUSO Financial Services, L.P.

Kevin Masih

Kevin Masih

Financial Advisor

CUSO Financial Services, L.P.

Felix Bartolomei

Felix Bartolomei

Financial Advisor

CUSO Financial Services, L.P.

James Caldwell, AAMS®

James Caldwell, AAMS®

Financial Advisor

CUSO Financial Services, L.P.

Sean Barry, CRPC®

Sean Barry, CRPC®

Financial Advisor

CUSO Financial Services, L.P.

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Financial Insights

Helpful Tools

Use our financial calculators to finesse your monthly budget, compare borrowing costs and plan for your future. We factor in such variables as interest, fees, and taxes to help you decide whether to invest in a new savings account, take out new debt, or purchase a new car or home.

Life Events

On the Road to Retirement, Beware of These Five Risks

On the Road to Retirement, Beware of These Five Risks

Ready To Retire

On your journey to retirement, you'll likely face many risks that have the potential to throw you off course. Following are five common challenges retirement…

On the Road to Retirement, Beware of These Five Risks -- Read More

Quiz: Can You Answer These Social Security Benefit Questions?

Quiz: Can You Answer These Social Security Benefit Questions?

Ready To Retire

How much do you know about Social Security benefits? Take this quiz to learn more.

Quiz: Can You Answer These Social Security Benefit Questions? -- Read More

Four Points to Consider When Setting a Retirement Income Goal

Four Points to Consider When Setting a Retirement Income Goal

Ready To Retire

No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four considerations…

Four Points to Consider When Setting a Retirement Income Goal -- Read More

If I'm covered by Medicare, should I have additional health insurance?

If I'm covered by Medicare, should I have additional health insurance?

Ready To Retire

It's often wise to purchase health insurance to supplement your Original Medicare coverage, because Medicare generally won't cover all of your medical…

If I'm covered by Medicare, should I have additional health insurance? -- Read More