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Financial Advice

Get to know our CFS* Financial Professionals and discover how they can help you to plan what's next.

Meet the Team

Digital Advice

CFS* at UFCU is excited to offer an innovative new way to invest through Schwab Performance Technologies®. This automated management investment service can help you get started.

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Invest Your Way

Invest Your Way

No matter where you are at in your financial journey, CFS* and UFCU Investment Services™ will be there for you and your family.  If you’re just getting started, dreaming about buying a house, or an experienced investor looking to create a legacy, we are here to help.

Comprehensive Solutions for All Your Needs

We are committed to offering complete objectivity and unbiased advice.

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The First Step

The First Step

We create strategies that are tailored to your needs and goals.

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Upcoming Events

Upcoming Events

Click here for our latest luncheons, seminars, and live presentations.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Team

An Do

An Do

Investment Coordinator for Michael Guthrie CUSO Financial Services, L.P.* at UFCU

Arthur Lopez

Arthur Lopez

Investment Coordinator for Mark Spirk CUSO Financial Services, L.P.* at UFCU

Emily Russell

Emily Russell, CFP®

Paraplanner CUSO Financial Services, L.P.* at UFCU

Jeff Ferraris

Jeff Ferraris

Investment Services Manager CUSO Financial Services, L.P.* at UFCU

Jennifer Sugden

Jennifer Sugden

Wealth Coordinator for Mark Spirk CUSO Financial Services, L.P.* at UFCU

Kaylah Hilliard

Kaylah Hilliard

Investment Coordinator for Logan Lepe and Srinath Desilva CUSO Financial Services, L.P.* at UFCU

Ken Aoshima

Ken Aoshima

Associate Financial Advisor CUSO Financial Services, L.P.* at UFCU

Logan Lepe

Logan Lepe, CRPC®

Financial Advisor CUSO Financial Services, L.P.* at UFCU

Mark Spirk

Mark Spirk, MBA, CFP®

Wealth Advisor CUSO Financial Services, L.P.* at UFCU

Michael Guthrie

Michael Guthrie, CFP®

Wealth Advisor CUSO Financial Services, L.P.* at UFCU

Michael Garner

Michael Garner

Financial Advisor CUSO Financial Services, L.P.* at UFCU

Peter Lynch

Peter Lynch

Financial Advisor CUSO Financial Services, L.P.* at UFCU

Rodney Nelson

Rodney Nelson

Financial Advisor CUSO Financial Services, L.P.* at UFCU

Srinath Desilva

Srinath Desilva

Financial Advisor CUSO Financial Services, L.P.* at UFCU

Tamara Batten

Tamara Batten

Investment Coordinator for Rodney Nelson CUSO Financial Services, L.P.* at UFCU

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