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, CLU®, ChFC®

CFS Financial Advisor

Jorin is most passionate about developing personal relationships with clients in order to help them work toward their f…

Ryan Thurber-Dean

CFS Financial Advisor

Broomfield, Lafayette & Louisville

Ryan’s passion is to encourage people to dream big about their future and be there step-by-step to help them make their…

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…

Imagen del Asesor Financiero Chris Thorpe

Chris Thorpe

CFS Financial Advisor

Longmont, Loveland & Fort Collins

Chris is a registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union. He has an in…

Bryant Malloy

CFS Financial Advisor

Bryant Malloy is a registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union and h…

Photograph of DeWayne Scott

DeWayne Scott

CFS Financial Advisor

Lafayette, Louisville & Broomfield

DeWayne is a registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union. He has bee…

Photograph of CFS Registered Associate Sheli Emerick

Sheli Emerick

CFS Registered Associate

†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.