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
CFS Financial Advisor
DeWayne is a registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union. He has bee…
Ned Meloni, CFP®, CRPC®
CFS Financial Advisor
Ned is a registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union. He is a CERTIF…
†Investment Representatives are not estate planning attorneys or tax advisors. All estate and tax concerns should be a coordinated effort with estate planning attorneys and professional tax advisors.
†Investment Representatives are not estate planning attorneys or tax advisors. All estate and tax concerns should be a coordinated effort with estate planning attorneys and professional tax advisors.
*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. Elevations Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. 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 UnitedStates.