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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.

Ready to Plan Your Financial Journey?

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

  • Srinath DeSilva: Pond Springs and La Frontera
  • Michael Jones: Esperanza Crossing and Cedar Park
View Branch Locations

Please do not include any sensitive information such as account number or social security number.

Learn From the Experts

Want to have a better handle on your money? Visit our blog for advice from the experts.

* 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. 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.