Our People
Custer Financial Services employs an experienced, qualified and dedicated group of professionals that possess a myriad of skills.
Betty Harris Custer, CFP®, CRPC(608) 238-8388
Betty Harris Custer has been working in the financial planning profession for over 36 years as both an owner of her own financial planning practice, Custer Financial Services founded in 1981, and as a senior manager for several nationwide firms. She joined Lincoln Financial Advisors (LFA) in 1984 and served as one of its first female regionalmanagers for almost ten years. She has the CERTIFIED FINANCIAL PLANNER™ and CHARTERED RETIREMENT PLANNING COUNSELOR certifications and belongs to the Financial Planning Association. She is a member of LFA's high achiever's Chairman's Council, as well as a member of the Board of LFA's group of top financial planners, The Resource Group. She is experienced in specialized investment planning for private foundations and endowments, and in Socially Responsible Investing.
|
|
J. Corkey Custer, CRPC, CFS(608) 238-8388
Corkey has been working with Custer Financial Services for over 20 years. He advises more than $253,000,000 in investments for the firm with expertise in the area of Socially Responsible Investing and alternative investment solutions. In addition to having his own financial planning practice, Corkey was Senior Investment Specialist for LFA's Wisconsin office where he trained and advised other financial planning representatives on advanced portfolio design. He is a Certified Funds Specialist and has the CHARTERED RETIREMENT PLANNING COUNSELOR certification. He is active in the community as well, serving on the Dane County Democratic Party Executive Committee and is involved in local and state politics. As a past President of the CTM Madison Family Theatre Board of Directors, he now serves on the Advisory Board for the organization. Corkey also acts as Moderator and serves on the Steering Committee
|
|
Kevin Mohr, CFP®, CRPC(608) 238-8388 x 128
Kevin Mohr joined Custer Financial Services in 2003 after graduating from the University of Wisconsin-Madison with a degree in Personal Finance. Since then he has earned the CERTIFIED FINANCIAL PLANNER™, and CHARTERED RETIREMENT PLANNING COUNSELOR certifications. Within Custer Financial Services, Kevin plays the role of an Associate Planner. This role involves helping clients with initial and on-going investment/retirement monitoring, as well as working with clients on fee-based retirement and comprehensive financial plans.
|
|
|
|
|
|
|
|
Barbara RaymondExecutive Assistant to J. Corkey Custer(608) 238-8388 x 114
|
|
|
|