Broker Check

Our Team

Ashley  Trombley

Ashley Trombley

Investment Services Assistant

Jeffrey Jock

Jeffrey Jock, CFP®

Senior Wealth Advisor, CUSO Financial Services, L.P.

315.728.3435

315.426.5767

John Kirwan

John Kirwan

Wealth Advisor, CUSO Financial Services, L.P.

315.728.3437

315.426.5767

Kate  Milligan

Kate Milligan

Investment Services Assistant

315.728.3617

315.426.5767

Kevin Witmer, CRPC™

Kevin Witmer, CRPC™

Wealth Advisor, CUSO Financial Services, L.P.

315.728.5353

315.426.5767

Scott Harris

Scott L. Harris, CWS®

Program Manager, CUSO Financial Services, L.P., VP Wealth Management Empower Federal Credit Union

315.728.5273

315.426.5767

Shaun Kimball

Shaun Kimball, CLU®, LUTCF®

Wealth Advisor, CUSO Financial Services, L.P.

315.728.3436

315.426.5767