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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®
Tanasbourne and 153rd Drive Branches
Gary Davis, CFP®
Salem, Lane County and Lloyd District Branch
Wayne Richards
Cornell Road Branch
Steve Schneider, CRPC®
153rd Drive Branch
In Washington
Tom Argites, CFP®
RidgePointe Branch
Michael Cooney, CRPC®
RidgePointe and Rose Hill Branches
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