About ITCU Wealth Management

Our Wealth Management team including licensed investment professionals, who are registered through CUSO Financial Services, L.P. ("CFS"), are committed to creating member value by placing the financial needs and delivery of strong personal service to the ITCU membership ahead of profit, while maintaining fiscal responsibility.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Income strategies;
  • Investment management;
  • Retirement strategies;
  • Estate conservation;
  • Insurance and annuity products; and
  • Planning for college.

We have been working with individuals and businesses in the area for several years. Our Associates have extensive personal and professional experience.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We look forward to sharing our experience to help you pursue your financial goals. If you have any questions about our department, or the range of financial products and services we provide, please contact us, at

We have a relationship with a variety of financial services companies, so if we don't have a product or service, we know someone who can help.

Check the background of this firm on FINRA's BrokerCheck.