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521 Erie Blvd W, Syracuse, NY 13204

315.477.2200
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Our Team

Find a Financial Advisor

  • Brandon Mimas, CRPC™
  • Frank Mazzilli
  • Jeffrey Jock, CFP®
  • John Kirwan
  • Kate Milligan
  • Kevin Witmer, CRPC™
  • Scott L. Harris, CWS®
  • Shaun Kimball, CLU®, LUTCF®
Brandon Mimas, CRPC™

Brandon Mimas, CRPC™

Financial Associate Advisor

315.728.3593

315.426.5767

Frank Mazzilli

Frank Mazzilli

Financial Associate Advisor

315.728.5195

315.426.5767

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