Choosing the right path to meet your long-term financial goals is an important decision. With all of the options – from Roth to traditional IRAs, mutual funds to stocks – the decisions can become very complicated, very quickly.
Arizona Federal Financial Services, offered through CUSO Financial Services, L.P. (CFS)1, is here to help our members reach their goals. To review CFS's background, visit FINRA's BrokerCheck website.
CFS offers a full range of financial products and services.
John holds a bachelor’s degree in Economics from the U.S. Air Force Academy and a master’s in Business Administration from the University of Northern Colorado. He has been a licensed investment representative since 1983 and has also held an insurance license during that time. John obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1986. He has worked with Arizona Federal Credit Union members since February 1992. John is a former military pilot who is still a certified flight instructor. During his free time, he can often be found flying to various destinations around Arizona.
Check the background of this investment professional on FINRA’s BrokerCheck2.
1 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. Arizona Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
2 Registered Representatives 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.