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Management Team

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A Strong Executive Management Team Supports Your Growth

When you work with CFS/SPF, 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 his or her respective area of expertise and each is dedicated to helping your practice grow and be successful.

Valorie Seyfert

President, CEO, and Co-founder

Amy Beattie

Co-founder and COO

Monica Daggs

Chief Administrative Officer

Dan Kilroy

Chief Financial Officer

Bob Millington

Chief Information Officer

Kevin Mummau

Chief Relationship Officer

Peter Vonk

Chief Compliance Officer

Keith Weber

Chief Marketing Officer

Rick Dahl

EVP for CFS and CCO for SPF

Connie Gregory

SVP, Business Development

Mark Hoaglin

National Sales Manager

Janine Holmes

SVP, Human Resources

Rich Keltner

SVP, Advisory Services

Mitzi McMillin

SVP, Technology Operations

John Wulff

SVP, Software Development

Cindy Zabuska

SVP, Operations and Trading

Yubie Asghedom

VP, Accounting / Controller

Steve Hollenbeck

VP, Corporate Events

Suzann Lococo

VP, Compliance

Sandy Pappalardo

VP, Branch Supervision

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“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.