Mark Spirk, MBA, CFP®
Wealth Advisor CUSO Financial Services, L.P.* at UFCU
Jennifer Sugden
Wealth Coordinator for Mark Spirk CUSO Financial Services, L.P.* at UFCU
Arthur Lopez
Investment Coordinator CUSO Financial Services, L.P.* at UFCU
Michael Guthrie, CFP®
Wealth Advisor CUSO Financial Services, L.P.* at UFCU
Kaylah Hilliard
Investment Coordinator for Michael Guthrie CUSO Financial Services, L.P.* at UFCU
Emily Russell, CFP®
Paraplanner CUSO Financial Services, L.P.* at UFCU
Ken Aoshima
Associate Financial Advisor CUSO Financial Services, L.P.* at UFCU
Melody Brady, MBA, CFP®, ChFC®
Financial Advisor CUSO Financial Services, L.P.* at UFCU
Michael Garner
Financial Advisor CUSO Financial Services, L.P.* at UFCU
Logan Lepe, CRPC®
Financial Advisor CUSO Financial Services, L.P.* at UFCU
Srinath Desilva
Financial Advisor CUSO Financial Services, L.P.* at UFCU
Rodney Nelson
Financial Advisor CUSO Financial Services, L.P.* at UFCU
Tamara Batten
Investment Coordinator for Rodney Nelson CUSO Financial Services, L.P.* at UFCU
An Do
Investment Coordinator for Melody Brady, Logan Lepe, and Srinath Desilva CUSO Financial Services, L.P.* at UFCU
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.