Our Team

Susan Peyret
Investment Advisor
CUSO Financial Services, L.P.

My commitment to members is centered on education. I help members achieve and maintain financial success throughout all life stages. A large part of this process is to help members realize that asset management encompasses more than just their investments. Truly understanding your goals and needs, building a personalized investment program, and revisiting those points throughout the year are all parts of the asset management process. I take time to get to know all parts of a member’s financial situation and put together a comprehensive investment strategy that can help guide them throughout their lifetime. I look forward to working with you!

Srinath DeSilva
Investment Advisor
CUSO Financial Services, L.P.

Every person has a unique relationship with money; how you view, experience and are wired to deal with it all have a great impact on the course your life will take. I am here to ensure that your relationship with your money is a healthy and sound one that will help ensure a more enjoyable life for you and your family, regardless of the external influences of the ever-changing financial landscape. I will begin by bringing clarity to your vision of your financial goals and needs. We will discuss your finances and your views on money, discovering what has worked for you and what hasn’t and what you would like to see happen going forward – all within the context of your life and family situations. I will help you understand the options available to accomplish your goals and, together, we will embark on the most suitable path to making your aspirations become reality. We will visit periodically to make adjustments based on market realities or changes in your own circumstances, which will ensure that your plan continues to be aligned with your desired outcomes to achieve success. Please feel free to contact me any time.

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

My mission is to share my knowledge and expertise to help members make educated, well-informed decisions about all aspects of their financial lives. I take a holistic approach to wealth management that addresses everything from risk management, debt reduction, investments, taxes, and estate planning, so that each member has a personalized plan of action. I look forward to serving you!

 
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Amplify Wealth Management provides an investment advisor registered through CFS who will sit with you to understand what is important to your financial success. Whether you are looking for investment advice, education planning, estate planning, or growing your business-- they can help you.

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Invest on Your Own

If you like to make your own investment decisions, Amplify Wealth Management provides a solution through CFS for online investing in stocks, options, and mutual funds. The platform provides quotes, charts, analyses, and tools to help you screen mutual funds. This tool gives you 24-hour access to the information you need.

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