Financial Advisor CUSO Financial Services, L.P.
Dave has over 33 years of experience in the life insurance industry and 31 years of investment experience. He is licensed to help members with life/health insurance. He also currently holds FINRA Series 6, 63, 7, 65 and 26 securities registrations. Dave provides individual and family planning for all age groups in the areas of: life insurance, 529 plans, tax-advantaged products, family legacy plans, and long-term care coverages. Dave is also active in his community and volunteers teaching educational seminars.
**The following branches are available by appointment only: Coeur d'Alene, Hayden, Post Falls, East Wenatchee, Richland, Pasco, Downtown Spokane, Lyons, South Hill, Sprague, Sullivan, Five Mile, Airway Heights, Regal, U-City and Wandermere.