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A strong executive
management team.

Supporting your growth.

When you work with us, your investment program will be supported by a strong senior management team with an extensive breadth of knowledge and depth of experience in all channels of the financial services industry. Each member of the senior team has more than 15 years of experience in their respective area of expertise and each is dedicated to helping your program grow and be successful.

Valorie Seyfert

President and Co-founder

Kevin Mummau

Managing Director | Chief Relationship Officer

Peter Vonk

Managing Director | Chief Compliance Officer

Yubie Asghedom

Executive Director | Controller/Treasurer

Tami Cain

Executive Director | Business Development

Jim Campone

Executive Director | Program Development

Rick Dahl

Executive Director | Chief Compliance Officer

Mark Hoaglin

Executive Director | Managed Programs
Jason Lewis

Jason Lewis

Executive Director | Operations

Tony Bonafede

Vice President | Compliance

Carrie Foote

Vice President | Advisory Consulting

Suzann Lococo

Vice President | Head of Product Management

Sandy Pappalardo

Vice President | Advisory Platform Initiatives

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Headquartered in San Diego, CA, with regional program management offices located in Northern and Southern CA, MA, MN, NM, NY, NC, OH, PA, and TX.

Office

10150 Meanley Drive
First Floor
San Diego, CA 92131
Get Directions

Call Us: 800.686.4724
Fax: 1.858.530.4404

Email Us: cfsweb@cusonet.com

Sales Information: cfsweb@cusonet.com

Media Inquiries: Craig Raskin
Senior Account Executive
Craig.raskin@ficommpartners.com | 203.414.9721

Technology Inquiries: dataVISION Help Desk
dvhelp@cusonet.com

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CUSO Financial Services, LP (Member FINRA / SIPC) © 2020

Disclosures | Privacy Policy | Notice of Collection of Personal Information | CFS/SPF Business Continuity Plan Summary March 31, 2020

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Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CFS”) or Sorrento Pacific Financial, LLC ("SPF"), registered broker-dealers (Member FINRA (www.finra.org) / SIPC (www.sipc.org) and SEC Registered Investment Advisors. Products offered through CFS and SPF: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS or SPF. Credit Unions and Banks have contracted with CFS and SPF to make non-deposit investment products and services available to credit union members and bank customers.

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