Meet the Advisors
In today's market, it's essential to work with a Financial Advisor who can provide you insight and guidance based on an understanding of your unique situation.
Whether it's developing sound solutions for your retirement, generating income, or protecting your assets through insurance, our advisors are committed to:
- Listening to your financial needs
- Providing impartial advice to help you make informed decisions
- Being dependable and responsive to your needs
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.
*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. Community First has contracted with CFS to make non-deposit investment products and services available to credit union members.