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 Steve

Steve Hefele

Steve Hefele
Phone:
610.821.2461 
Fax: 610.821.2493                                                                                                       
Email: Shefele.CFSinvest@firstcomcu.org

With over 20 years in the industry, Steve provides advice to individuals, families, and businesses.  Steve has his bachelor’s degree and master’s degree from Lehigh University.  He has worked with the Pennsylvania State Education Association to provide 403(b) plans to administrators, teachers and staff in Northampton County schools, served on Citizens Investment Services’ President’s Investment Services Council (2003-2005) to provide leadership and direction to their investment programs, and trained junior brokers at Summit Bank.  Steve Hefele is securities licensed in PA and holds Life and Health Insurance licenses in NJ, NC, PA and VA.

Meet Jason

Jason Morrow - FCIS

Jason Morrow
Phone: 610.821.2469 
Fax: 610.821.2422 
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.

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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 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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