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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

Senior Wealth 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.

Jeremy Cooley

Jeremy Cooley

Financial Advisor

CUSO Financial Services, L.P.

Brittany Donovan

Brittany Donovan

Financial Advisor

CUSO Financial Services, L.P.

Tony Capitano

Tony Capitano

Financial Advisor

CUSO Financial Services, L.P.

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Financial Insights

Handling Market Volatility

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

Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

Financial Planning Articles

The first provision allows for tax- and penalty-free rollovers from a 529 plan to a Roth IRA. The second provision allows student loan payments made by…

Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option -- Read More

How Are 401(k) Plan Participants Investing Their Money?

How Are 401(k) Plan Participants Investing Their Money?

Financial Planning Articles

Since the late 1990s, plans have evolved substantially, and most participants can now choose from a diverse variety of investments.

How Are 401(k) Plan Participants Investing Their Money? -- Read More

Building Financial Resilience

Building Financial Resilience

Financial Planning Articles

Inflation, roller-coaster markets, global events, and life circumstances can test anyone's fortitude

Building Financial Resilience -- Read More

International Investing: Opportunity Overseas?

International Investing: Opportunity Overseas?

Financial Planning Articles

For the past decade, U.S. stocks have outperformed foreign stocks by a wide margin, due in large part to the stronger U.S. recovery after the Great Recession.

International Investing: Opportunity Overseas? -- Read More