Meet the Team

Meet the Team

Helping to advance your financial health. 

Available through CUSO Financial Services, L.P. (Member FINRA / SIPC) (CFS*)

Spokane/North Idaho

Wenatchee

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™ and the federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

**The following branches are available by appointment only: Coeur d'Alene, Hayden, Post Falls, East Wenatchee, Richland, Pasco, Downtown Spokane, Lyons, South Hill, Sprague, U-City, Sullivan, Five Mile, Airway Heights, Regal, and Wandermere.