Grow Financial Federal Credit Union

CFS Financial Advisors

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
Serving: Bloomingdale, Brandon, Busch Blvd

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
Serving: Bradenton/Centre Point, Lakewood Ranch, Largo, Pinellas Park, St. Petersburg

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
Serving: New Tampa, Pasco, Spring Hill and Wesley Chapel

View Profile Corey Ward, CFP®

Corey Ward, CFP®

Financial Advisor

CUSO Financial Services, L.P.
4502 W. Gandy Blvd.
Tampa, FL 33611
Office: 813.837.2451, ext. 4403
Mobile: 727.337.3752 
Serving: Downtown, Gandy, Hyde Park, Main Base, South Carolina

View Profile Robert J. Woerner, MBA, CRPC®

Robert J. Woerner, MBA, CRPC®

Financial Advisor

CUSO Financial Services, L.P.
13305 N. Dale Mabry Hwy.
Tampa, FL 33618
Office: 813.832.2099, ext. 3308
Mobile: 813.597.4936 
Fax: 813.832.2288
Serving: Carrollwood, Clearwater, Gulf-to-Bay, Lutz, Sheldon Road

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.