Meet Our CFS* Advisors
Helping You Find Your Path to Financial Freedom
Corby Smith
CFS* Financial Advisor
CUSO Financial Services, LP*
Vice President
Community Resource Credit Union
2900 Decker Drive
CUSO Financial Services, LP*
Vice President
Community Resource Credit Union
2900 Decker Drive
Baytown, TX 77521
281.420.4136
Corby.Smith@crcu.org
With over 20 years of experience, Corby offers complimentary financial reviews and will help you design a plan specific to your goals. Each of our members have a unique set of challenges and opportunities for their future retirement. Whether it's growth, retirement income or a child's education, he is always available to help you make more informed decisions about your financial future. Corby Smith has a Bachelor of Science, Mathematics Degree from University of Houston, and is registered through CUSO Financial Services, L.P.*
Heather Lunsford
CFS* Financial Advisor
CUSO Financial Services, LP*
Vice President
Community Resource Credit Union
6903 Atascocita Road
CUSO Financial Services, LP*
Vice President
Community Resource Credit Union
6903 Atascocita Road
Atascocita, TX 77346
713.497.6462
Heather.Lunsford@crcu.org
A lifelong resident of the Baytown area, Heather draws on her nearly 20 years of financial services experience working with a diverse clientele to help meet our members’ unique financial goals. Heather guides clients through each financial stage of their life using a goals based process evaluating a client’s current financial and life situation while analyzing their needs and personal risk tolerance. Heather’s recommendations are grounded in a financial planning approach when suggesting strategies clients can use to pursue their goals and objectives. These strategies include solutions that provide higher current income, income tax reduction strategies, retirement income planning, asset allocation, long term care planning and tax efficient strategies to transfer wealth to the next generation.
You can meet Heather at the Atascosita, Crosby, Mt. Belvieu and Hwy 146 locations.
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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 SEC 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. Community Resources Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
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.
