Meet Your Advisors

In today’s market, it’s essential to work with a Financial Advisor who can provide insight and guidance based on an understanding of your unique situation. CFS Financial Advisors concentrate on developing, implementing, and monitoring personalized financial plans for their clients. They specialize in retirement strategies and IRA rollovers for 401(k)s, 403(b)s, 457s, Profit Sharing and TSPs.

Meet Jason

Jason Morrow

Jason Morrow
Financial Advisor
CUSO Financial Services L.P. at First Commonwealth Investment Services


Phone: 610.821.2469  
Email: jmorrow.cfsinvest@firstcomcu.org

With over 15 years in the industry, Jason provides advice to individuals, families, and businesses. Jason has his bachelor’s degree from LaSalle University. He has worked with his clients to provide investment recommendations based on their individual goals, time horizons, and risk tolerance. In addition to personal financial management, Jason has specialized experience with estate planning for special needs children, Medicaid planning and utilization of trusts. Jason is securities licensed in PA and holds Life and Health Insurance licenses in DE, NJ and PA.

Jason Morrow

Meet Nathan

Nathan J. Kistler

Nathan J. Kistler
Financial Advisor
CUSO Financial Services L.P. at First Commonwealth Investment Services


Phone: 610.821.2428
Email: nkistler.cfsinvest@firstcomcu.org

With over 12 years in the industry, Nathan provides advice to individuals, families, and businesses. Nathan has his bachelor’s degree from the Indiana University of Pennsylvania.. He has worked with his clients to provide investment recommendations based on their individual goals, time horizons, and risk tolerance. Nathan has specialized experience with retirement planning, focusing on income needs. Nathan is securities licensed in PA and holds Life and Health Insurance licenses in NJ and PA.

Meet Shawn

Shawn Cressman

Shawn Cressman
Financial Advisor
CUSO Financial Services L.P. at First Commonwealth Investment Services


Phone: 610.821.2465
Email: scressman.cfsinvest@firstcomcu.org

With over 20 years of experience in finance, Shawn provides advice to individuals, families, and businesses. He focuses on his clients goals, risk tolerance, and time horizon to prepare a custom financial or retirement plan. Shawn is a native of the Lehigh Valley, graduating from Southern Lehigh High School in 1996. Shawn is securities licensed in PA, and holds a Life and Health License in PA.

Shawn Cressman

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

CFS and its representatives do not offer tax advice. For such advice, please contact a tax professional.

**Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

1Insurance products and services are offered through CUSO Financial Services, Inc. (“CFS”). 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. First Commonwealth FCU has contracted with CFS to make certain insurance products and services available to credit union members.

2Annuity contracts contain exclusions, limitations, reductions of benefits and terms for keeping them in force. Your licensed Financial Professional can provide you costs and complete details.

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