Skip to main content

Explore our Wealth Management Services available through CFS*

We work with you to find the product that makes the most sense to help you reach your financial goals.

The Wealth Management Team

Meet our CFS* Financial Advisors and learn what sets us apart.

  • Srinath DeSilva

    Financial Advisor CUSO Financial Services, L.P.
  • Jennifer Hope

    Jennifer Hope

    Financial Advisor CUSO Financial Services, L.P.
  • Lori Sturgis

    Lori Sturgis

    Registered Financial Assistant CUSO Financial Services, L.P.
  • Yvonne Broyles

    Yvonne Broyles

    Financial Advisor CUSO Financial Services, L.P.

Ready to plan your financial journey?

Want to schedule directly with a specific Financial Advisor? Select the location corresponding to:

Jennifer Hope: Esperanza Branch & Cedar Park

Yvonne Broyles: University Commons, Pond Springs, & Parmer

Srinath DeSilva: La Frontera

View Branch Locations

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (MemberFINRA/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. Financial Advisors are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.