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.
Tiffany Lam-Balfour
Program Director
CUSO Financial Services, L.P.
CUSO Financial Services, L.P.
L. Duane Davis, CFP®, AIF®, RFC®
Senior Financial Advisor
CUSO Financial Services, L.P.
CUSO Financial Services, L.P.
Jon Fox
Senior Financial Advisor
CUSO Financial Services, L.P.
CUSO Financial Services, L.P.
Kevin Cook
Financial Advisor
CUSO Financial Services, L.P.
CUSO Financial Services, L.P.
Robert “Lynn” Hargrove
Financial Advisor
CUSO Financial Services, L.P.
CUSO Financial Services, L.P.
Kyle Leonard, CFP®, MBA®
Financial Advisor
CUSO Financial Services, L.P.
CUSO Financial Services, L.P.
Doug Robertson, CRPC®
Financial Advisor
CUSO Financial Services, L.P.
CUSO Financial Services, L.P.
Mark Howell
Licensed Sales Associate
CUSO Financial Services, L.P.
CUSO Financial Services, L.P.