Broker Check

Our Team

<p>How We Work</p>

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Steve  Harrell

Steve Harrell

Director Retirement Solutions | CUSO Financial Services, L.P.

(937) 912-7240

Kaleb Baker, CFP

Kaleb Baker, CFP

Financial Advisor | CUSO Financial Services, L.P.

937-912-7530

Amanda S.  Van Schaik, AAMS

Amanda S. Van Schaik, AAMS

Financial Advisor | CUSO Financial Services, L.P.

(937) 912-7750

Dave  Hahn, AAMS

Dave Hahn, AAMS

Financial Advisor | CUSO Financial Services, L.P.

(937) 912-7351

John  Sagraves

John Sagraves

Financial Advisor | CUSO Financial Services, L.P.

(937) 912-8760

Michael  Thompson

Michael Thompson

Financial Advisor | CUSO Financial Services, L.P.

(937) 320-3656

Ryan  LaVielle

Ryan LaVielle

Financial Advisor | CUSO Financial Services, L.P.

(937) 912-8940

Bob  Scarfo

Bob Scarfo

Financial Advisor | CUSO Financial Services, L.P.

(937) 912-7850

Nathaniel  Stevens

Nathaniel Stevens

Financial Advisor | CUSO Financial Services, L.P.

(937) 912-8722

Greg  Flick

Greg Flick

Financial Advisor | CUSO Financial Services, L.P.

(937) 431-2752

Jessica  Keys

Jessica Keys

Financial Advisor | CUSO Financial Services, L.P.

(937) 912-7447

John  Haller

John Haller

Financial Advisor | CUSO Financial Services, L.P.

(937) 912-8712

Sam  Taylor

Sam Taylor

Financial Advisor | CUSO Financial Services, L.P.

(937) 912-7843

James  Lee

James Lee

Financial Advisor | CUSO Financial Services, L.P.

(937) 912-7637

Mark  Yandura

Mark Yandura

Financial Advisor | CUSO Financial Services, L.P.

(614) 827-9494

Adam Herron

Adam Herron

Sales Assistant | CUSO Financial Services, L.P.

(937) 912-7851

Ann Wilson

Ann Wilson

Sales Assistant | CUSO Financial Services, L.P.

937-912-7453

Julie  Clark

Julie Clark

Sales Assistant | CUSO Financial Services, L.P.

(937) 912-7345

(937) 912-8345

Shawna  Schaefer

Shawna Schaefer

Sales Assistant | CUSO Financial Services, L.P.

(937) 912-7308

Courtney  Filbrun

Courtney Filbrun

Administrative Assistant | CUSO Financial Services, L.P.

(937) 912-7852