An advisor committed to your financial future.

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

Meeting with a financial advisor.
Tom Howell
VP - Financial Advisor

CUSO Financial Services, L.P.

James J. Eiker
VP - Financial Advisor

CUSO Financial Services, L.P.

Andrew Broughman, CRPC®, CFP®
VP - Financial Advisor

CUSO Financial Services, L.P.

Kevin Masih
VP - Financial Advisor

CUSO Financial Services, L.P.

Felix Bartolomei
VP - Financial Advisor

CUSO Financial Services, L.P.

James Caldwell, AAMS®
VP - Financial Advisor

CUSO Financial Services, L.P.

Jeremy Cooley
VP - Financial Advisor

CUSO Financial Services, L.P.

Brittany Donovan
VP - Financial Advisor

CUSO Financial Services, L.P.

Tony Capitano
VP - Financial Advisor

CUSO Financial Services, L.P.