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Wealth Management
Whatever your life stage, investment level, or financial goals, Amplify Wealth Management, available through CUSO Financial Services, L.P. (CFS*), provides a full range of products and services.
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
Financial Advisor CUSO Financial Services, L.P.
Lori Sturgis
Registered Financial Assistant CUSO Financial Services, L.P.
Yvonne Broyles
Financial Advisor CUSO Financial Services, L.P.
Additional Links:
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
Stay up to date on the latest in Wealth Management
The more you know, the more prepared you'll be for your financial future.
investment
Concentrated Stock Positions: Considerations and Strategies
When dealing with a large stock holding, think about your time frame. Some strategies, such as hedging, might be most suitable in the short term or if you are restricted from selling. Others, such as donating to a trust, may be more cost effective over a longer time period, though your charitable intentions obviously play a role as well.
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investment
Bonds, Interest Rates, and the Impact of Inflation
There are two fundamental ways that you can profit from owning bonds: from the interest that bonds pay, or from any increase in the bond's price.
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investment
11 Ways to Help Yourself Stay Sane in a Crazy Market
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. Here are 11 ways to help keep yourself from making hasty decisions that could have a long-term impact on your ability to achieve your financial goals.
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* 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.