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Meet the Investment Team

Our dedicated investment professionals through Cuso Financial Services, L.P. ("CFS") are here to help.

Roy Wagner, CFP®

CERTIFIED FINANCIAL PLANNER™, CUSO Financial Services, L.P*

Learn More About Roy

Justin Perkins

Financial Advisor, CUSO Financial Services, L.P.*

Learn More About Justin

Hannah Flannery

Financial Advisor, CUSO Financial Services, L.P.*

Learn More About Hannah

Alex Brown

Financial Advisor, CUSO Financial Services, L.P.*

Learn More About Alex

Bryce Cooper

Wealth Advisor Assistant, CUSO Financial Services, L.P.*

Learn More About Bryce

Roy has securities licenses for KY, AL, CO, FL, IN, MA, MD, MN, MO, NC, NH, NM, NY, OH, PA, SC, TX, VA, WA.

Justin has securities licenses for KY, AL, AZ, CA, CO, CT, DC, FL, GA, IN, MD, MI, NC, NY, OH, TN, TX, VA, WA.

Hannah has a securities license for KY.

Alex has a securities license for KY.

Bryce has a securities license for KY.

* 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. UKFCU has contracted with CFS to make non-deposit investment products and services to credit union members.

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