eVISION MEMBERS SCHEDULE AN APPOINTMENT VIEW INVESTMENTS CUSO FINANCIAL An Atria Company - located at America First Credit Union* SCHEDULE AN APPOINTMENT 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 to 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 by clicking here. 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 eVISION MEMBERS VIEW YOUR INVESTMENTS Marshal H. Dean Financial Advisor CUSO Financial Advisors, LP (801) 932-2414 611 W. Pacific Dr. American Fork, UT 84003 Ryan Turner Financial Advisor CUSO Financial Services, LP (801) 827-8728 4768 Harrison Blvd Ogden, UT 84403 Jesse Lugenbeel Financial Advisor CUSO Financial Services, LP (801) 215-3887 6924 S. 2300 E. Salt Lake City, UT 84121 Frank Gerecht Financial Advisor CUSO Financial Services, LP (801) 827-8578 756 W 1700 S Clearfield, UT 84015 Spencer Taggart Financial Advisor CUSO Financial Advisors, LP (801) 827-8947 Roy Contact Center 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 172 North Fort Lane Layton, UT 84041 Ben Bird Financial Advisor CUSO Financial Advisors, LP (801) 215-3168 3499 S. State St SLC, UT 84115 Makay Dobbins Financial Advisor CUSO Financial Advisors, LP (435) 688-3853 2722 E. Red Cliffs Drive St. George, UT 84790 Kennon Weaver Financial Advisor CUSO Financial Services, LP 602-797-3063 1511 N. Project Drive Tempe, AZ 85281 Ryan Major Financial Advisor CUSO Financial Services, LP 801-215-2276 451 Parish Lane Centerville, UT 84014 *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, LP (“CUSO Financial”) ("CFS") a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: 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 CUSO Financial. The Credit Union has contracted with CUSO Financial for investment services. Atria Wealth Solutions, Inc. ("Atria") is not a registered broker-dealer and/or Registered Investment Advisor. CUSO Financial is a subsidiary of Atria. Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. 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. Check the background of this financial professional on FINRA's BrokerCheck.