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 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 and Medicaid planning. Jason is securities licensed in PA, FL, MD, MA, NJ, NY, OR and SC and holds Life and Health Insurance licenses in PA, NJ and SC.

Jason Morrow

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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 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, NJ and OH and holds Life and Health Insurance licenses in NJ and PA.

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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 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, MA and ND, and holds a Life and Health License in PA.

Shawn Cressman

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Meet Benn

Benn Smith

Benn Smith
Financial Advisor
CUSO Financial Services L.P.* at First Commonwealth Investment Services


Phone: 610.821.2430
Email: bsmith.cfsinvest@firstcomcu.org

Benn Smith is new to our program but comes to us with 14 years’ experience. Benn is a Bethlehem native with degrees from Central Pennsylvania College and Duquesne University and a Master of Science degree in Financial Services from The American College for Financial Services. He provides advice to members in the areas of retirement planning, income management, portfolio design, college savings strategies and estate planning.  He offers a no pressure, consultative approach to helping members identify, plan for, and then meet their financial goals. Benn is securities licensed in PA, NJ, NY, DC, FL, TX, AZ and VI (Virgin Islands) and holds Life and Health Insurance licenses in PA, NJ, DE, FL, ME, MI, NC and TX.

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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.

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