
Area of Focus: Personalized financial planning, retirement services
Designations: CFS* Investment Advisor
Advisor is licensed/registered to do business with U.S. residents in the states of: WA
*Investment products and services offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not credit union guaranteed, and may lose value. Investment Representatives are employed by Verity Credit Union and registered through CFS. Verity Credit Union is in partnership with CFS (member FINRA/SIPC) and SEC registered Investment Advisor.
Verity Credit Union, CFS and the FIVE STAR Program are not affiliated.
Individuals Pictured within the video are not Verity Credit Union or CFS clients. Actual client results and experiences will vary.

FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.
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