Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Ryan  Turner

Ryan J. Turner

Financial Advisor | CUSO Financial Services, LP

(801) 827-8728

Frank  Gerecht

Frank Gerecht

Financial Advisor | CUSO Financial Services, LP

(801) 827-8578

Spencer  Taggart

Spencer Taggart

Financial Advisor | CUSO Financial Services, LP

(801) 827-8679

Matthew  Pettit

Matthew Pettit CFP®

Financial Advisor | CUSO Financial Services, LP

(801) 215-3157

Sean  McGinness

Sean McGinness

Financial Advisor | CUSO Financial Services, LP

(702) 968-1259

Matt  McFarland

Matt McFarland

Financial Advisor | CUSO Financial Services, LP

(801) 827-8558

Makay Dobbins

Makay Dobbins

Financial Advisor | CUSO Financial Services, LP

(435) 688-3853

Ryan  Major

Ryan R. Major, MBA

Financial Advisor | CUSO Financial Services, LP

(801) 215-2276

Heather  Record

Heather Record

Financial Advisor | CUSO Financial Services, LP

(801) 827-8854

Manny  Torrado

Manny Torrado, MBA

Financial Advisor | CUSO Financial Services, LP

(602) 797-3063

Selleck Elliott

Selleck Elliott CFP®

Financial Advisor | CUSO Financial Services, LP

801-827-6324

Jacob Curtis

Jacob Curtis

Financial Advisor | CUSO Financial Services, LP

801-827-7252

Kamron Jensen

Kamron Jensen

Financial Advisor | CUSO Financial Services, LP

801-215-3168

Zachary Ford

Zachary Ford

Financial Advisor | CUSO Financial Services, LP

801-827-3057

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.