CUSO FINANCIAL

An Atria Company - located at America First Credit Union*

Our vision at America First Credit Union is to provide our members superior financial solutions, comprehensive products and an unparalleled service experience. The partnership you have with America First Credit Union extends to financial services provided by CUSO Financial Services, LP (CFS). 

Whether you’re looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just get a second opinion, CFS Financial Advisors are here to help. 

CFS Financial Advisors can provide you individualized service, and are experienced in working directly with members like you. 

Services include:

  • Reviewing your current financial plan
  • Retirement planning 
  • IRA, 401(k), 403(b), 457 plans, and TSP Rollovers 
  • Retirement income strategies 
  • Higher education funding
  • Life & long-term care insurance 

To get started designing your plan, contact us today to schedule a complimentary, no-obligation appointment meet your advisor.

Check the background of these financial professionals on FINRA's BrokerCheck.

CONTACT US

By Phone: 800.999.3961

By Email: cusofinancial@americafirst.com

Complimentary financial plans, meet with CFS* advisors one-on-one


Eric Heath

Financial Advisor 
CUSO Financial Services, LP
(801) 932-2414
611 W Pacific Drive
American Fork, UT 84003

Brian Sears CRPC®

Financial Advisor 
CUSO Financial Services, LP
(801) 827-8678
425 W Heritage Park Blvd
Layton, UT 84041

McKensie Badal

Financial Advisor
CUSO Financial Services, LP
(801) 215-3245
1979 Washington Blvd
Ogden, UT 84401

Ryan Turner

Financial Advisor 
CUSO Financial Services, LP
(801) 827-8728
4768 Harrison Blvd
Ogden, UT 84403

Brandon Handy CLU®, AEP®, LUTCF®

Financial Advisor 
CUSO Financial Services, LP
(801) 215-3137
455 E 500 S
Salt Lake City, UT 84111

Frank Gerecht

Financial Advisor 
CUSO Financial Services, LP
(801) 827-8578
756 W 1700 S
Clearfield, UT 84015

Cindy Allen CFP®, CRPS®

Financial Advisor
CUSO Financial Services, LP
(435) 688-3825
1564 West Sunset Blvd.
St. George, Utah 84790

Spencer Taggart

Financial Advisor
CUSO Financial Advisors, LP
(801) 827-8679
451 West Parrish Lane
Centerville, UT 84014

Zane Hanzon

Financial Advisor
CUSO Financial Advisors, LP
(801) 215-3141
10427 S River Heights Dr
South Jordan, UT 84095

Matthew Pettit

Financial Advisor
CUSO Financial Advisors, LP
(801) 215-3157
2104 East 9400 South​
Sandy, Utah 84092

Sean McGinness

Financial Advisor
CUSO Financial Advisors, LP
(702) 968-1259
2699 N Tenaya Way
Las Vegas, NV 89128

Matt McFarland

Financial Advisor
CUSO Financial Services, LP
(801) 827-8558
358 North Harrisville Rd
Harrisville, Utah 84404

Rebecca Shelton

Financial Advisor
CUSO Financial Advisors, LP
(801) 827-8857
3650 Wall Avenue
Ogden, UT 84405

Gregg Linnebur

Financial Advisor
CUSO Financial Advisors, LP
(602) 797-3063
1511 N Project Dr.
Tempe, AZ 85281

Ben Bird

Financial Advisor
CUSO Financial Advisors, LP
(801) 215-3168
3499 S. State St
SLC, UT 84115

*Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

*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. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions company and is not a Registered Investment Advisor or broker-dealer. Investment products, services and advice are only provided through CUSO Financial, a subsidiary of Atria. 

America First Credit Union, PO Box 9199, Ogden, Utah 84409, 1-800-999-3961. America First Federal Credit Union does business as (DBA) America First Credit Union. Unauthorized account access or use is not permitted and may constitute a crime punishable by law. America First Credit Union respects your privacy. Please view our Privacy Policy. This credit union is federally insured by the National Credit Union Administration.