Meet Our People

Betty Harris Custer, CFP®, CRPC

Founding Managing Partner

(608) 238-8388

Betty Harris Custer, a native of Madison, Wisconsin, has worked in the financial planning profession for over 46 years as both the founder and owner of her own financial planning practice, Custer Financial Services, established 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 regional managers for almost ten years. She is a CERTIFIED FINANCIAL PLANNER™ certificant as well as a CHARTERED RETIREMENT PLANNING COUNSELOR and belongs to the Financial Planning Association. She is a member of LFA's high achiever's Chairman's Council, as well as a lifetime member of LFA's group of top financial planners, The Resource Group. She is experienced in specialized investment planning for private foundations and endowments, retirement planning and in Socially Responsible Investing.

She is active in the community, as vice-chair of the Board of the Overture Center Foundation, as well as the Lussier Community Education Center (LCEC) Development Council. Her leadership of LCEC's Capital Campaign earned her a National Philanthropy Day Volunteer of the Year Award plus a National Community Leadership Award from the Invest In Others Foundation. She also serves on the Chazen Museum of Art's Advisory Council and the Capital Campaigns for the Literacy Network and Operation Fresh Start.

In 2016, In Business magazine’s annual Women of Industry awards included a special legacy tribute to Betty for her pioneering accomplishments and tenure in the financial services profession. In 2015, Women in Insurance and Financial Services (WIFS) profiled Betty in its book, Financial Services: Women at the Top, after surveying over 800 women in the financial services industry. Annually since 2012 she has received WIFS’ Circle of Excellence Award, which recognizes outstanding achievements of women in the financial services industry. In 2010 she was named a Woman of Distinction by the Madison, Wisconsin YWCA. Later that same year, she and her husband, J. Corkey Custer, were honored by Wisconsin's Governor as that year's Supporters of the Arts. In 2007 she was chosen as the Professional Businesswoman of the Year at the annual Wisconsin Business Women's Expo.

In 2017, Custer Plumb Financial Services succeeded Custer Financial Services as the firm's name.



J. Corkey Custer, CRPC

Managing Partner

608-238-8388

J. Corkey Custer worked with Custer Financial Services for 26 years, continuing in his Managing Partner role with Custer Plumb Financial Services in 2017. 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 Lincoln Financial Advisors' 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, as Treasurer and past President of the Board of Directors of Madison Ballet, and as a past President of the CTM Madison Family Theatre Board of Directors. He is involved with Big Brothers Big Sisters as a “Big” to a Little Brother. As a longtime supporter of equality and human rights, he remains active with CISPES and Fair Wisconsin. In 2010 he was honored, along with his wife Betty Harris Custer, by Wisconsin's Governor as that year's Supporters of the Arts.



Nathan M. Plumb, MBA

Managing Partner

(608) 287-3039

Nathan has worked in financial services for over 14 years, and is honored to be the named and chosen successor of Custer Plumb Financial Services. Nathan has known the Custers since childhood, for Nathan’s sister Hope danced with Betty and Corkey’s daughter Genevieve, where both ascended to become professionals in the field of dance. This succession is, in a way, analogous to dancing together again.

Nathan earned a Bachelor of Arts in Psychology at Gustavus Adolphus College and his Executive MBA from the University of Wisconsin-Madison. Currently, Nathan passionately serves on the Wisconsin School of Business Alumni Board and UW Carbone Cancer Center Emerging Leaders Board.

After working in China and Japan for over three years, Nathan joined his father at the investment advisory firm Wisconsin Capital Management (formerly Thompson Plumb and Associates) in 2003. There he worked his way up from Assistant Trust Officer to Chief Operating Officer. Nathan was first named as an Assistant Portfolio Manager of the Plumb Mutual Funds, in August 2013, and promoted to Associate Portfolio Manager on January 1, 2015. At present, Nathan continues his stewardship role as a board member of the Plumb Funds.

Nathan works closely with clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations. Some of his specialties include financial planning, investment management, and trust and estate administration. Nathan takes a holistic approach to financial planning, bringing peace of mind to his clients, even those who have complex financial situations. Nathan’s investment strategy for his clients is growth at reasonable prices and best describes his overarching theme as “disciplined kindness” to make his clients even more successful.



Lisa Hahn

Finance Manager/Planning Manager

(608) 287-3006


Kaitlyn Senn

Executive Assistant to Betty Harris Custer

(608) 287-3007


Rebecca Pan

Executive Assistant to J. Corkey Custer

(608) 287-3008


Margaret McEntire

Client Relationship Manager

(608) 287-3009


Robert Harris

Client Relationship Manager