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
Tiffany Lam-Balfour

Tiffany Lam-Balfour

Program Director
CUSO Financial Services, L.P.
Duane Davis_editCropped
L. Duane Davis, CFP®, AIF®, RFC®

L. Duane Davis, CFP®, AIF®, RFC®

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

Jon Fox

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

Kevin Cook

Financial Advisor
CUSO Financial Services, L.P.
Lynn Hargrove
Robert “Lynn” Hargrove

Robert “Lynn” Hargrove

Financial Advisor
CUSO Financial Services, L.P.
Kyle Leonard
Kyle Leonard, CFP®, MBA®

Kyle Leonard, CFP®, MBA®

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

Doug Robertson, CRPC®

Financial Advisor
CUSO Financial Services, L.P.
Yomara Santiago
Yomara Santiago

Yomara Santiago

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

Mark Howell

Licensed Sales Associate
CUSO Financial Services, L.P.