Our Team

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 help 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 help ensure that your plan continues to be aligned with your desired outcomes to achieve success. Please feel free to contact me any time.

Active Securities Licenses (Series 7, 65, 6, and 63), and Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS)


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

I have been helping individuals and families build and preserve wealth for over 18 years. I love helping members put a customized plan in place to help them retire comfortably and confidently. I take the time to educate members about their options for retirement income that includes social security strategies, pension options, insurance, and risk-appropriate investments. I also offer socially responsible investments, college savings options, and work closely with other professionals in the legal and tax fields to help members achieve their goals in all areas of their financial lives.

Active Securities License (Series 7, 63, and 66) and Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS)

Lori Sturgis, Jennifer's Assistant
Registered Financial Assistant
CUSO Financial Services, L.P.

I have been in the Financial Services industry for 8 years and have 3 years of investment experience. My passion is to help members plan for their best retirement by educating them about investments and their retirement plan options such as 401k, Roth, and Traditional IRA’s.

Active Securities License (Series 7, 63, and 66) and Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS)


Yvonne Broyles
Investment Advisor
CUSO Financial Services, L.P.

As a CFS Financial Advisor, my priority is to help you reach your financial goals and build a long term relationship by providing you with excellent service. I am an experienced financial professional with 18 years of comprehensive investment experience and 21 years in the financial industry. I have investment strategies to help meet the needs of my clients. I work with numerous clients to help them manage their investment portfolios and provide diligent attention and continual analysis to determine appropriate asset allocation and diversification. When you work with me, you get a Financial Advisor who is committed to the work and attention needed to help you meet your financial goals. In my spare time, I enjoy family, friends, reading, traveling and making stained glass.

Active Securities License (Series 7, 63, and 66) and Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS)

 
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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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