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

“I have been privileged to have been providing financial advice to clients in the Lehigh Valley for 23 years and take pride in the strong relationships I have developed with my clients. Every client has their own personal story and my job is to evaluate their particular circumstance and offer the best solutions to help meet their specific needs. This can include anything from 401k/457403 rollovers, pension plan options analysis, retirement income planning, portfolio reviews and asset allocation evaluations, estate and legacy planning to efficiently pass assets onto loved ones, insurance solutions to protect clients from financial risks resulting from premature death, disability and critical care expenses, etc. During my years in financial services I have learned many valuable insights as to what works and what doesn’t and find it very rewarding to pass these insights onto my clients. I enjoy staying up to date on the market and new services that may offer added value to my clients.”

Steve holds both an undergraduate degree and an MBA from Lehigh University and is securities licensed in 15 states and insurance licensed in 9 states


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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