Elevations Credit Union’s Wealth Management Team Receives National Awards for 15th Consecutive Year

Posted by Alyse Knudsen on February 19, 2025

The CUSO Financial Services, LP (CFS*) wealth management team at Colo.-based Elevations Credit Union was recently awarded the Gold Pacesetter award**, which goes to the top 15 wealth management programs in the nation. Presented by CFS, Pacesetter awards are a financial industry benchmark demonstrating excellence in investment services.

In addition to the team award, financial advisors at Elevations were awarded individual awards. Elevations advisors have received individual Pacesetters every year for the last 15 years. This year marks the most individual Pacesetter awards that Elevations has ever received.

“Each of our team members embodies skilled financial advising, dedication to our members, and overall excellence. I’m immensely proud,” said John Marx, VP of Wealth Management at Elevations. “I have so much gratitude for this team of financial advisors and licensed associates who make us successful every year.”

Jorin Bale qualified for the individual Gold Pacesetter, ranking him in the top 10% of approximately 450 CFS financial advisors in the country and marking his top-tier service and production.

Patrick Seal and Scott Herrmann were awarded Silver Pacesetter, which places them in the top 20% of CFS financial advisors. Seal has been recognized at Elevations for 15 consecutive years, and he has qualified for 12 Gold Pacesetters awards.

Chris Thorpe, DeWayne Scott, and Robby Cribbs all qualified for Bronze Pacesetter, placing them in the top 30% of all CFS financial advisors. All Pacesetter levels demonstrate talented financial advising and dedication to helping members.

* 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. Elevations Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

**Pacesetter awards recognize the top revenue producing advisors among hundreds of credit union and bank programs. These recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Posted in Colorado, Leadership, Regional Member News.