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News Releases | September 18, 2019

UFCU Wealth Management, Available through CUSO Financial Services, L.P. (CFS*), Earns National Awards

Austin, TEXAS, September 19, 2019 –University Federal Credit Union (UFCU) Wealth ManagementTM, through CFS* , recently garnered four national awards for its work in 2018.

The awards, presented at the CFS/SPF Annual Conference in San Diego, included one Impact Award and three Pacesetter Awards.

Impact Awards are given to a financial institution that demonstrates excellence in building awareness through branch marketing efforts. Their success can be attributed to marketing campaigns for long-term care, retirement planning, 401k rollovers, and IRA consolidations.

The Pacesetter Award honors those who have met top production goals and provided outstanding service to clients. Receiving Pacesetter honors were CFS* Wealth Advisor Mark Spirk, MBA, CFP®, Gold Pacesetter; CFS* Wealth Advisor Mike Guthrie, CFP®, Gold Pacesetter; and CFS* Financial Advisor Jonathan Sheets, CFP®, Silver Pacesetter.

“These awards are a reflection of the CFS* team’s commitment to deepening and enhancing Member relationships, and to delivering on the UFCU promise to provide an excellent Member Experience,” said Tony C Budet, UFCU president/CEO.

About UFCU
As a Member-owned, not-for-profit financial cooperative, UFCU is passionate about changing lives and strengthening communities. With more than 309,000 Members in Central Texas and Galveston County and assets under management exceeding $3.1 billion, UFCU offers a variety of products, services, and education programs to empower Members in achieving financial health. To learn more, visit UFCU.org.




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