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The Investment Services Team at Community First Credit Union

Community First Credit Union engages directly with clients to help find the right match between individual goals and solid investment opportunities. Our experienced team listens carefully, builds strong, customized portfolios and then manages these with leading-edge tools based on smart research and strategic financial planning.

Contact us today! or Call us at 904.371.8076, option 9

Mark Fitzmorris 
Financial Advisor 
CUSO Financial Services, L.P
Phone: 904.371.7969

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Michael J. Young, CRPC®
Financial Advisor 
CUSO Financial Services, L.P
Phone: 904.371.8151

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Michael Lucenti 
Financial Advisor 
CUSO Financial Services, L.P
Phone: 904.549.8658

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Zack Toelle 
Financial Advisor 
CUSO Financial Services, L.P
904.371.8074

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Edwin Reynolds
Financial Advisor 
CUSO Financial Services, L.P
904.371.8113

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Frank Gorman
Financial Advisor 
CUSO Financial Services, L.P
904.549.8762

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  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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.  


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