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Wealth Management
Whatever your 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.Available at our Pond Springs Location
Phone: (512) 519-5460
Lori Sturgis
Financial Advisor
CUSO Financial Services, L.P.Available at our La Frontera and Cedar Park Locations
Phone: (512) 904-2456
Michael Jones
Financial Advisor
CUSO Financial Services, L.P.Available at our Esperanza Crossing Location
Phone: (512) 498-3045
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
- Lori Sturgis: La Frontera and Cedar Park
- Michael Jones: Esperanza Crossing
Learn From the Experts
Want to have a better handle on your money? Visit our blog for advice from the experts.
investment
An Introduction to Concentrated Stock Positions
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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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Continue Reading
* 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.