Face to Face Financial Advice

Talk to a CUSO Financial Services, L.P.  (CFS)* Financial Advisor about your goals for investing, retirement, or wealth management, and they will work with you to help you create a strategy to suit your needs.

If you've already met with a CFS* Financial Advisor, you may review the portfolio you've designed together.

Read our referral disclosure.


Wayne Bellinger

Executive Financial Advisor
cfs-wbellinger@bellco.org
303.627.4959
Branches: Centennial, Smoky Hill and
Englewood

Wayne Bellinger III
Executive Financial Advisor
cfs-wrbellinger@bellco.org
303.688.9886
Branches: Castle Rock and Lone Tree

Dan Cass

Executive Financial Advisor
cfs-dcass@bellco.org
303.768.0436
Branches: DTC South, Littleton and Parker

Billy Cassidy

Executive Financial Advisor
cfs-bcassidy@bellco.org
303.937.0794
Branches: Lakewood and Sloan's Lake

Stephanie Gudka
, CFP®
Executive Financial Advisor
cfs-sgudka@bellco.org
303.487.8466
Branches: Westminster and
98th & Washington

Tonya Harper

Executive Financial Advisor
cfs-tharper@bellco.org
303.933.2067
Branches: Aurora City Place, Southwest and McCaslin 

Michael Kitch, CFP®

Executive Financial Advisor
cfs-mkitch@bellco.org
303.255.3899
Branches: 120th & Huron and Thornton

Mike Mullen
, CFP®
Executive Financial Advisor

cfs-mmullen@bellco.org
303.367.9768
Branches: Havana/Mississippi, Grand Junction and 9th & Colorado Blvd.

Rachel CorpuzCFP®
Financial Advisor
cfs-rcorpuz@bellco.org
720.496.3490
Branches: Stapleton and Green Valley Ranch

Jake Locker
Financial Advisor
 
cfs-jlocker@bellco.org
720.965.5650
Branches: 
Brighton and Longmont

Justin Parks
Financial Advisor 

cfs-jparks@bellco.org
303.367.9768
Branches: Havana/Mississippi, Grand Junction, 9th & Colorado Blvd. and Colfax & 225

Thomas Green
Associate Financial Advisor 

cfs-tgreen@bellco.org
303.487.4422
Branches: Arvada, Westminster and 98th & Washington