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Your America First Financial Solutions Team
Available through CUSO Financial Services LP

In today’s market, it’s essential to work with a Financial Advisor who can provide you insight and guidance based on an understanding of your unique situation. 

Our CFS*advisors concentrate on developing, implementing and monitoring  personalized financial plans for their clients. 

Whether it’s offering sound solutions for your retirement, generating income, or protecting your assets through insurance, our CFS advisors are here to:
- Listen to your financial needs 
- Provide impartial advice to help you make informed decisions 
- Be dependable and responsive
The road to financial freedom is a journey, let a CFS Financial Advisor help you get there.
 
Cindy Allen Cindy Allen, CFP®, CRPS®
Financial Advisor
CUSO Financial Services, LP
(435) 688-3825
1564 West Sunset Blvd.
St. George, Utah 84790
States of registration: AZ, CA, FL, NV, OH, SC, UT, WA, TX
Rebecca Shelton Rebecca Shelton
Financial Advisor
CUSO Financial Services, LP
801-827-8857
4051 S 1900 W
Roy, UT 84067
States of registration: AK, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, KY, LA, ME, MD, MA, MN, MS, MO, MT, NE, NV, NM, NY, NC, ND, OH, OK, OR, SC, SD, TN, TX, UT, VA, WA, WI, WY
Zane Hanzon Zane Hanzon
Financial Advisor
CUSO Financial Advisors, LP
(801) 215-3141
3499 S State St, Salt Lake City, UT 84115
States of registration: UT, CO
Gregg Linnebur Gregg Linnebur
Financial Advisor
CUSO Financial Services, LP
(602) 797-3063
1511 N Project Dr.
Tempe, AZ 85281
States of registration: AZ
Frank Gerecht Frank Gerecht
Financial Advisor 
CUSO Financial Services, LP
(801) 827-8578
756 W 1700 S
Clearfield, UT 84015
Registered in AZ, CA, ID, IL, NE, NV, NC, SC, SD, UT, WA, WY
Ashley Carrillo Ashley Carrillo
Financial Advisor
CUSO Financial Services, LP
(801) 827-8947
1979 Washington Blvd.
Ogden, UT 84401
States of registration: UT
Matt Pettit Matt Pettit
Financial Advisor
CUSO Financial Services, LP
(801) 215-3157
2104 E 9400 S
Sandy, UT 84092
States of registration: UT


 
 
 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

 

Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.


America First Credit Union, PO Box 9199, Ogden, Utah 84409, 1-800-999-3961. America First Federal Credit Union does business as (DBA) America First Credit Union. Unauthorized account access or use is not permitted and may constitute a crime punishable by law. America First Credit Union respects your privacy. Please view our Privacy Policy. This credit union is federally insured by the National Credit Union Administration.
 


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