We can help you define your goals and create a financial strategy to reach them.
It’s easy to get started — as a member of Elevations Credit Union, you get a complimentary one-on-one consultation with a Wealth Management Advisor through CUSO Financial Services, LP (“CFS*”).
John Marx
CFS Program Manager
John leads the CFS Wealth Management team here at Elevations Credit Union. The team is solely focused on helping our me…
Patrick Seal, CFP®
CFS Financial Advisor
Patrick Seal is a registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union and ha…
Robert Cribbs, CFP®
CFS Financial Advisor
Robert Cribbs is a registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union. Robe…
Jorin Bale, CFP®, CAP®, CLU®, ChFC®
CFS Financial Advisor
As a Certified Financial Planner™ professional, Jorin is most passionate about developing personal relationships with c…
Scott Herrmann, CFP®
CFS Financial Advisor
Scott is a registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union. He is a Cert…
Chris Thorpe
CFS Financial Advisor
Chris is a registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union. He has an in…
DeWayne Scott, CRPC™, AWMA™
CFS Financial Advisor
DeWayne is a registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union. He has bee…
Sheli Emerick
CFS Financial Advisor
Sheli is a registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union. She has work…
