Meet the Team

We have your best interest at heart.

No one strategy fits everyone, which is why every client gets our undivided attention--from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Check the background of our investment professionals on FINRA's BrokerCheck.

Tiffany Lam-Balfour

Program Director l CUSO Financial Services, L.P.

336-293-2453

[email protected]

Robert “Lynn” Hargrove

Client Relationship Supervisor l CUSO Financial Services, L.P.

336-403-2878

[email protected]

L. Duane Davis, CFP®, AIF®, RFC®

Senior Financial Advisor l CUSO Financial Services, L.P.

704-916-4787

[email protected]

Jon Fox

Senior Financial Advisor l CUSO Financial Services, L.P.

336-486-4938

[email protected]

Doug Robertson, CRPC®

Financial Advisor I CUSO Financial Services, L.P.

704-916-4789

[email protected]

Kevin Cook

Financial Advisor I CUSO Financial Services, L.P.

336-664-1955 x4665

[email protected]

Haley Owens

Licensed Sales Assistant l CUSO Financial Services, L.P.

336-293-2452

[email protected]

Tina Bennett

Program Operations Specialist l CUSO Financial Services, L.P.

336-293-2457

[email protected]

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.