Press

CFS* Financial Advisor at Elevations Credit Union earns place in CUSO Financial Services Hall of Fame

BOULDER, CO (January 17, 2023) — Elevations Credit Union is pleased to announce that Patrick Seal, a CFS* Wealth Management Financial Advisor at Elevations Credit Union, earned a Gold Pacesetter Award for the 10th time in his career, securing his place in the CUSO Financial Services (CFS) Hall of Fame.

The Gold Pacesetter Award honors the top-producing registered representatives among the more than 200 investment programs administered by CFS and Sorrento Pacific Financial (SPF) in the United States.

Patrick was credited with generating significant revenue while providing high quality investment and retirement planning services to Elevations Credit Unions’ members in Boulder, Colorado. He has served the members of Elevations Credit Union for 18 years.

“To receive this award and be inducted into the CFS Hall of Fame this year is such an honor,” said Patrick. “I’ve been dedicated to this industry since 1993 and care deeply about providing excellent service to our members. It’s so rewarding to be recognized for helping our members achieve their financial goals.”

The CFS & SPF Hall of Fame was established in 2014 to recognize and honor individuals and financial institutions that have brought their talents and passion to CFS and SPF.

“We are so excited to celebrate Patrick’s achievements here at Elevations,” said John Marx, CFS* Program Manager at Elevations Credit Union. “I’ve seen firsthand how he helps our members every day. He truly deserves this award, and we are lucky to have his knowledge, experience and dedication to quality service on our team.”

In addition to Patrick Seal, three other CFS* Wealth Management Financial Advisors at Elevations Credit Union were named 2022 Pacesetter Award winners: Scott Herrmann (Silver Pacesetter), and Jorin Bale and Chris Thorpe (Bronze Pacesetters).

Elevations Credit Union also offers consumer, home, energy and auto loans, deposit services and commercial and business banking in addition to Wealth Management.

For additional information, please visit www.elevationscu.com.


About Elevations Credit Union

Elevations Credit Union empowers its members and the communities it serves along Colorado’s Front Range with financial solutions and education. In addition to offering a broad portfolio of consumer and business banking services, Elevations is the No. 1 credit union mortgage lender in Colorado. Founded in 1952 as the U. of C. Federal Credit Union in Boulder, the organization has grown from 12 members and less than $100 in assets to over 176,000 members, more than 600 local employees and over $3.3 billion in assets. Elevations became a two-time recipient of the Malcolm Baldrige National Quality Award in 2020 and first received the award in 2014. The credit union also earns local awards along Colorado’s Front Range for Best Bank, Best Mortgage Lender and Best Customer Service year after year. Learn more at elevationscu.com.

About CUSO Financial Services, LP and Sorrento Pacific Financial LLC

CUSO Financial Services, L.P. and Sorrento Pacific Financial, LLC (Members FINRA/SIPC) are subsidiaries of Atria Wealth Solutions. Established in 1997, they specialize in placing investment programs inside credit unions and banks, providing customized investment and insurance solutions to over 200 financial institutions throughout the country, with $30+ billion in AUA. Headquartered in San Diego, with branch offices nationwide, both broker-dealers are SEC Registered Investment Advisers, with expertise in key areas including retirement services, wealth management, advisory solutions and insurance products for individuals and business customers.  For more information, see www.cusonet.com or visit their LinkedIn pages: CFS and SPF.

 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPFC) 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.

Contacts

Hannah Morris / Senior Specialist
O. 720.515.4282
C. 719.217.8901
hannah@barefootpr.com

 

More News