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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.

  • Srinath DeSilva

    Financial Advisor
    CUSO Financial Services, L.P.

    Phone: 512-519-5460

    Email: sdesilva@goamplify.com

  • Jennifer Hope

    Financial Advisor
    CUSO Financial Services, L.P.

    Phone: 512-519-5420

    Email: jhope@goamplify.com

  • Lori Sturgis

    Registered Financial Assistant
    CUSO Financial Services, L.P.

    Phone: 512-904-2456

    Email: lsturgis@goamplify.com

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 & Parmer
  • Jennifer Hope: Esperanza Crossing & Cedar Park
  • Eliseo Ramirez: La Frontera & University Commons
View Branch Locations

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

* 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.