Meet your CFS* Financial Advisors
Our CUSO Financial Services, L.P. (“CFS”)* Financial Advisors can help you create a strategy, review performance and adjust as needed. Call now to make an appointment with one of the qualified advisors.
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Samuel F. Niesslein, Jr.
Using education as the foundation to his approach, Sam makes sure his clients understand their current financial situation and how new strategies could help them prepare for the future. He is focused on helping individuals, families and businesses reach their financial goals.
Sam is securities licensed in Oregon, Washington, California, Arizona, Hawaii, Idaho, Illinois, North Carolina, Ohio, Texas and West Virginia.
Michelle offers a high level of personalized service and customized investment strategies. She is committed to ensuring her clients understand their overall financial situation, and she is dedicated to helping them find effective strategies that meet their financial needs.
Michelle is securities licensed in Oregon, Washington, California, Arizona, Idaho and Illinois.
Patrick understands the importance of listening to his members to find solutions that help meet their specific financial goals. He will work with members to build strategies for their investments and provide ongoing service as their needs change.
Patrick is securities licensed in Oregon, Washington, California, Arizona, Colorado, Hawaii, Nevada, New Mexico and North Carolina.
John is dedicated to helping members understand investment strategies to reach their financial goals. He offers financial workshops covering various topics including investment basics, saving for college and planning for retirement. Call John if you need a financial partner to help you with your investment strategy, estate planning and asset transfer, life and long-term care insurance and more.
John is securities licensed in Oregon, Washington, California, Arizona, Idaho, Kansas, North Carolina