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Broker Check

Meet the Team

We have your best interest at heart.

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.

Check the background of our investment professionals on FINRA's BrokerCheck.

Tiffany  Lam-Balfour

Tiffany Lam-Balfour

Program Director l CUSO Financial Services, L.P.

336-293-2453

Robert “Lynn”  Hargrove

Robert “Lynn” Hargrove

Client Relationship Supervisor l CUSO Financial Services, L.P.

336-403-2878

L. Duane  Davis

L. Duane Davis, CFP®, AIF®, RFC®

Principal Financial Advisor l CUSO Financial Services, L.P.

704-916-4787

Jon  Fox

Jon Fox

Principal Financial Advisor l CUSO Financial Services, L.P.

336-486-4938

Doug  Robertson

Doug Robertson, CRPC®

Financial Advisor I CUSO Financial Services, L.P.

704-916-4789

Kevin  Cook

Kevin Cook

Financial Advisor I CUSO Financial Services, L.P.

336-664-1955 x4665

Haley Owens

Haley Owens

Licensed Sales Assistant l CUSO Financial Services, L.P.

336-293-2452

Tina Bennett

Tina Bennett

Program Operations Specialist l CUSO Financial Services, L.P.

336-293-2457

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.