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Home PersonalCommunity First Financial AdvisorsMeet the Advisors

Meet the Advisors

In todays market, its essential to work with a Financial Advisor who can provide you insight and guidance based on an understanding of your unique situation. 

Whether its developing sound solutions for your retirement, generating income, or protecting your assets through insurance, our advisors are committed to:
- Listening to your financial needs
- Providing impartial advice to help you make informed decisions
- Being dependable and responsive to your needs

Chad Schroeder
Financial Advisor
CUSO Financial Services, LP*

(920) 830-7200 ext 4316
 Toll-Free 1-866-273-2328
Serving Oshkosh & Neenah
Securities licensed in Wisconsin, Illinois, Kentucky, Georgia, New York, North Dakota, Texas and South Carolina

Andrew Martin
Financial Advisor
CUSO Financial Services, LP*

(920) 830-7200 ext 4807
Toll-Free 1-866-273-2328
Serving Appleton & Waupaca
Securities licensed in Wisconsin, Arizona, Florida, Illinois, Michigan, Minnesota, North Carolina, Tennessee and Texas

Brian Maciejewski
Financial Advisor
CUSO Financial Services, LP*

(920) 830-7200 ext 4784
Toll-Free 1-866-273-2328
Serving Nichols, the Lakeshore & Greater Green Bay Areas
Securities licensed in Wisconsin

Jeff Venable
Financial Advisor
CUSO Financial Services, LP*

(920) 830-7200 ext 4399
Toll-Free 1-866-273-2328
Serving Appleton, Darboy & Kimberly
Securities licensed in Wisconsin

Amy Komis
Program Manager
CUSO Financial Services, LP*

(920) 830-7200 ext 4809
Toll-Free 1-866-273-2328
Securities licensed in Wisconsin, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Maine, Michigan, Minnesota, Nebraska, Nevada, North Carolina, North Dakota, Oklahoma, South Carolina, Tennessee, Texas and Virginia 

Check the background of our investment professionals on 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. Community First has contracted with CFS to make non-deposit investment products and services available to credit union members.
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Community First Credit Union   P.O. Box 1487  Appleton, WI    54912-1487 920.830.7200    1.866.273.2328
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