Broker Check

Wealth Management Group

Mark Spirk

Mark Spirk, MBA, CFP®

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

(512) 977-7924

Jennifer Sugden

Jennifer Sugden

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

(512) 977-7926

Arthur Lopez

Arthur Lopez

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

(512) 977-7797

Michael Guthrie

Michael Guthrie, CFP®

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

(512) 977-7923

Emily Russell

Emily Russell, CFP®

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

(512) 977-7925

An Do

An Do

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

(512) 977-7927

Investment & Retirement Planning

Ken Aoshima

Ken Aoshima

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

(512) 977-7942

Michael Garner

Michael Garner

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

(512) 977-7922

Logan Lepe

Logan Lepe, CRPC®

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

(512) 977-7729

Peter Lynch

Peter Lynch

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

(512) 977-7943

Srinath Desilva

Srinath Desilva

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

(512) 977-7944

Rodney Nelson

Rodney Nelson

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

(832) 340-2504

Tamara Batten

Tamara Batten

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

(832) 340-2507

Kaylah Hilliard

Kaylah Hilliard

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

(512) 421-8172

Client Centered

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.