Your Wealth Management Team

Meet Your Financial Advisors

CUSO Financial Services, L.P. (CFS)

Jorin Bale, 303.443.4672 ext. 2243

Jorin Bale is a registered Financial Advisor through CUSO Finanical Services, L.P., at Elevations Credit Union, and has been in the financial services industry since 2001. Jorin started his career in the Seattle, WA area but, as of four years ago, is now raising his family permanently in Colorado!

Licenses:
Jorin Bale is a Series 7, General Securities Registered Representative, holds a Series 63, Uniform Securities Agent State Law License and is an Investment Advisor Representative with his Series 66. Jorin is licensed in the state of CO and CA.

Services:

  • Financial, retirement and estate planning
  • Complete range of brokerage services
  • Annuities, life insurance and long term care insurance

Offices: Table Mesa Branch, Baseline Branch and the UMC Branch


Robert Cribbs, CFP®, 303.443.4672 ext. 1958

Robert Cribbs is a registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union. Mr. Cribbs is a Certified Financial Planner™ professional and holds a B.A. with honors in both Economics and Business.

Licenses:
Robert Cribbs is a Series 7, General Securities Registered Representative, holds a Series 63, Uniform Securities Agent State Law License and is an Investment Advisor Representative with his Series 66. Robert is licensed in the states of AZ, CO, MT, OH.

Services:

  • Financial, retirement and estate planning
  • Complete range of brokerage services       
  • Annuities, life insurance and long term care insurance in the state of Colorado

Offices: Longmont Hover Branch, Longmont Main St. Branch, and Loveland Longs Peak Branch, St. Vrain (North and South)


Scott Herrmann, CFP®, 303.443.4672 ext. 2224

Scott is a registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union. He is a Certified Financial Planner™ professional with degrees in Business, Japanese, and International Affairs. As a Boulder native who lived overseas for 14 years, he can provide financial advice in a global context.

Licenses:
Scott is a Series 7, General Securities Registered Representative, and Series 66, Investment Advisor Representative. He is licensed in the state of Colorado.

Services:

  • Financial, retirement, college and estate planning
  • Complete range of brokerage services
  • Annuities, life, disability, and long term care insurance

 OfficeBoulder Diagonal Branch 

 


Douglas Jones, CFP®, 303.443.4672 ext. 2246

Doug Jones is a registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union, and has been in the financial services industry since 1989. Mr. Jones is a Certified Financial Planner™ professional.

Licenses:
Doug Jones has - Series 7 / General Securities Registered Representative / holds a Series 63 / Uniform Securities Agent State Law License / Investment Advisor Representative with Series 66. Doug is licensed in the states of CO and SD.

Services:

  • Financial, retirement and estate planning
  • Complete range of brokerage services
  • Annuities, life insurance and long term care insurance

Office: Boulder Diagonal Branch


John Marx, 303.443.4672 ext. 2247

John Marx is a registered Financial Advisor through CUSO Financial Services, LP at Elevations Credit Union, and has been in the financial services industry since 1986. John has a B.S. in Marketing from Miami University, Oxford, Ohio. John is the Program Manager for our Wealth Management Services division.

Licenses:
John Marx is a Series 7, General Securities Registered Representative, Series 9 and 10, General Securities Sales Supervisor, Series 24, General Securities Principal, Series 53, Municipal Securities Principal, holds a Series 63, Uniform Securities Agent State Law License, and is an Investment Advisor Representative, Series 66. John is licensed in the state of Colorado.

Office: Boulder Diagonal Branch


Patrick Seal, 303.443.4672 ext. 2262

Patrick Seal is a registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union, and has been in the financial services industry since 1993. Mr. Seal has a B.S. in International Finance and previously worked as a corporate accountant for six years.

Licenses:
Patrick Seal is a Series 7, General Securities Registered Representative, holds a Series 63, Uniform Securities Agent State Law License, and is an Investment Advisor Representative, Series 66 and a Series 24, General Securities Principal. Patrick is licensed in the states of AR, CA, CO, DE, FL, ID, IL, IA, KS, KY, MA, MI, MN, MO, MT, NM, NY, NC, OK, SC, TX, WA, WI.

Services:

  • Financial, retirement and estate planning
  • Complete range of brokerage services
  • Annuities, life insurance and long term care insurance
Office: Boulder Diagonal Branch


Ryan Thurber-Dean, 303.443.4672 ext. 2241

Ryan is a registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union, and has been in the financial services industry since 2002. Ryan came to Colorado from the Chicago area four years ago and is thrilled to be raising his family here in our area.

Licenses:
Ryan Thurber-Dean is a Series 7, General Securities, Registered Representative, holds a Series 63, Uniform Securities Agent State Law License and is an Investment Advisor Representative with his Series 66. Ryan is licensed in the states of CO, CA, IL, and VA.

Services:

  • Financial, retirement and estate planning
  • Complete range of brokerage services
  • Annuities, life insurance and long term care insurance
Offices: Broomfield/Westminster Branch and the Lafayette Branch

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 OR “The credit union”) has contracted with CFS to make non-deposit investment products and services available to credit union members.