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Elevations Credit Union CFS* wealth management program awarded Gold Pacesetter

Boulder, CO (August 22, 2024) |

The CUSO Financial Services, LP (“CFS*”) team at Elevations Credit Union was awarded the Gold  Pacesetter award,** as they ranked within the top 15 of all programs across the company.  

“Advising members on how to make wise choices with their hard-earned dollars is a privilege for our  team,” said John Marx, CFS program manager at Elevations. “We hope these rankings continue to  inspire confidence for our members.” 

Patrick Seal won the individual Gold Pacesetter, ranking him in the top 10% of about 450 financial  advisors in the country. This is Patrick’s 11th time qualifying for this honor. 

Jorin Bale, Scott Herrmann, Chris Thorpe and DeWayne Scott all qualified for Silver Pacesetter,  placing them in the top 20% of all advisors.

Elevations Credit Union

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