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”).

Picture of Financial Advisor Jorin Bale

Jorin Bale, CLU®, ChFC®

CFS Financial Advisor

Picture of Financial Advisor DeeDee Baze

DeeDee Baze, CFP®

CFS Financial Advisor

Picture of Financial Advisor Jeanette Beatty

Jeanette Beatty, CFP®

CFS Financial Advisor

Picture of Financial Advisor Robert Cribbs

Robert Cribbs, CFP®

CFS Financial Advisor

Online & Phone

(303) 247-8897
Picture of Financial Advisor Scott Hermann

Scott Herrmann, CFP®

CFS Financial Advisor

Picture of Financial Advisor Patrick Seal

Patrick Seal, CFP®

CFS Financial Advisor

Picture of Financial Advisor Chris Thorpe

Chris Thorpe

CFS Financial Advisor

Fort Collins & Loveland

(970) 267-7688
Picture of Financial Advisor Ryan Thurber-Dean

Ryan Thurber-Dean

CFS Financial Advisor

Broomfield, Lafayette & Louisville

(303) 247-8894
Picture of Financial Advisor John Marx

John Marx

CFS Program Manager

Check information on this firm with FINRA’s Broker Check.

*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 United States.