Our Team

Our CFS* financial advisors are available by appointment to meet and discuss your goals. Contact us today to set up a complimentary, no-obligation meeting.

David Spencer_editcropped
David Spencer

David Spencer

Financial Advisor
CUSO Financial Services, L.P.
Douglas Robertson_editCropped
Doug Robertson

Doug Robertson

Financial Advisor
CUSO Financial Services, L.P.
Kevin Cook_editCropped
Kevin Cook

Kevin Cook

Financial Advisor
CUSO Financial Services, L.P.
Jon Fox_editCropped
Jon Fox

Jon Fox

Financial Advisor
CUSO Financial Services, L.P.
Duane Davis_editCropped
Duane Davis

Duane Davis

Financial Advisor
CUSO Financial Services, L.P.
Nadler Cropped
Bob Nadler

Bob Nadler

Program Director
CUSO Financial Services, L.P.
Mark HOwell – Cropped
Mark Howell

Mark Howell

Financial Advisor
CUSO Financial Services, L.P.
Jay Crumpler_editcropped
Jay Crumpler

Jay Crumpler

Financial Advisor
CUSO Financial Services, L.P.