Meet Your Advisors

Our CFS* Wealth Management advisors are here for you.

With over 100 years of combined experience, the Elevations Wealth Management team, available through CUSO Financial Services, L.P. (“CFS”)*, has advised clients with over $2 billion in combined net worth. Located throughout the Front Range, the Elevations Wealth Management team is here to help you reach your financial goals.

Our consultative approach is all about you. We want to help you understand where your money is invested and why, answer all of your questions, and be a partner in your financial life.

Your first consultation with an experienced CFS financial advisor is complimentary as a benefit of Elevations Credit Union. If you're just getting started with investing, we'll help identify your short-term and long-term goals, and discuss a customized investment strategy. If you already have an established portfolio, you will benefit from reconfirming your goals and getting a second analysis of your investment plan.

Jorin Bale

Jorin Bale, CLU®
Meet with Jorin

DeeDee Baze

DeeDee Baze, CFP®

Meet with DeeDee

Jeanette Beatty

Jeanette Beatty, CFP®

Meet with Jeanette

Robert Cribbs

Robert Cribbs, CFP®

Meet with Robert
Online, Phone

Scott Herrmann

Scott Herrmann, CFP®

Meet with Scott

Jake Rennecker

Jake Rennecker

Meet with Jake
Broomfield, Fort Collins, Louisville,
Loveland, Westminster,

Patrick Seal

Patrick Seal, CFP®

Meet with Patrick

Ryan Thurber-Dean

Ryan Thurber-Dean
Meet with Ryan
Lafayette, Louisville

John Marx

John Marx

CFS Program Manager

*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.

© Elevations Credit Union. All Rights Reserved. Routing# 307074580
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Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency