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Let Our CFS Financial Advisors Help You Grow

Trying to figure out your finances on your own is kind of like doing your own surgery. Getting the help of a financial professional is always a better idea. Whether you’re saving for retirement or college, trying to buy a house, or just need a little help managing your money, our financial advisors have been there and done that. And they can show you how to do it, too.

View Profile Jeff Dierksheide

Jeff Dierksheide

Financial Advisor

CUSO Financial Services, L.P.
604 E. Bloomingdale Ave.
Brandon, FL 33511
Office: 813.832.2099, ext. 4306
Mobile: 813.309.6168
Fax: 813.387.1661
Email: jeff.dierksheide@growfinancial.org
Serving Stores: Bloomingdale, Brandon, Carrollwood, Lutz and Temple Terrace
Serving States: Florida, Maryland and Ohio

View Profile Austin Polo

Austin Polo

Registered Financial Representative

CUSO Financial Services, L.P.
9927 Delaney Lake Drive
Tampa, FL 33619
Office: 813.837.2451, ext. 3604
Mobile: 813.696.2142
Fax:813.832.2293
Email: austin.polo@growfinancial.org
Serving State: Florida

View Profile Brian Rumbles, CRPC®

Brian Rumbles, CRPC®

Financial Advisor

CUSO Financial Services, L.P.
7301 Dr. Martin Luther King, Jr. St. N.
St. Petersburg, FL 33702
Office: 800.839.6328, ext. 4405
Mobile: 813.505.1157
Fax: 813.832.2293
Email: brian.rumbles@growfinancial.org
Serving Stores: Clearwater, Gulf to Bay, Largo, Pinellas Park, South Tampa and St. Petersburg
Serving States: Alabama, Florida, Georgia, Hawaii, Illinois, Indiana, North Carolina, Pennsylvania and West Virginia

View Profile Alexander Russello, CRPC®

Alexander Russello, CRPC®

Financial Advisor

CUSO Financial Services, L.P.
315 South Blvd.
Tampa, FL 33606
Office: 813.837.2451, ext. 2155
Mobile: 813.597.4661
Fax: 813.832.2298
Email: alexander.russello@growfinancial.org
Serving Stores: Bradenton, Centre Point, Downtown, Hyde Park, Lakewood Ranch, Main Base and Town ‘N’ Country
Serving States: Florida, Kentucky, Massachusetts, Tennessee and Wisconsin

View Profile Nicholas Schaaf, CRPC®

Nicholas Schaaf, CRPC®

Financial Advisor

CUSO Financial Services, L.P.
6121 State Rd. 54
New Port Richey, FL 34653
Office: 813.837.2451, ext. 5006
Mobile: 727.494.9457
Email: nicholas.schaaf@growfinancial.org
Serving Stores: Busch Blvd, New Tampa, Pasco, Spring Hill and Wesley Chapel
Serving States: California, Florida, Georgia, Nebraska, New York, South Carolina, Texas, Utah and Washington

View Profile Robert J. Woerner, MBA, CRPC®, CFP®

Robert J. Woerner, MBA, CRPC®, CFP®

Program Manager

CUSO Financial Services, L.P.
9927 Delaney Lake Drive
Tampa, FL 33619
Office: 813.837.2451, ext. 3308
Mobile: 813.597.4936 
Fax: 813.832.2288
Email: robert.woerner@growfinancial.org

Check the background of your Financial Advisor with FINRA’s BrokerCheck.

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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.