Your financial future is always our goal

Call anytime to chat with a local CFS Financial Advisor, available through CUSO Financial Services, L.P. (CFS) our broker/dealer located at First Tech Investment Services. Make your appointment at 800.637.0852 x3371. Or get to know an advisor using the links below.

In Oregon
	Kimberlee Bouska, CFP®, CRPC® Tanasbourne and 153rd Drive branches
	Gary Davis, CFP® Salem, Lane County and Lloyd District branches
	Wayne Richards Cornell Road branch
	Jim Price 153rd Drive and Nimbus branches
	Steve Schneider, CRPC® 153rd Drive and Nimbus branches
In Washington
	Tom Argites, CFP®, CRPC® RidgePointe and Studios West branches
	Michael Cooney, CRPC® Overlake, RidgePointe, Rose Hill and Studios West branches