Meet Molly Cusumano, Associate Financial Advisor

Our team is growing.

Molly joins our Kalsee Retirement and Investment Services team in a new associate financial advisor role.

Through years of building relationships, Kalsee Retirement and Investment Services has helped many Kalsee members cultivate financial wellness. I’m proud of the positive impact Saundra Ivy and Tracy Bogema have on members’ lives and happy to announce that by adding Molly to the team, they’ll be empowered to spread their postive impact even wider.

Molly comes to us with 12 years of experience in financial planning services and has earned various FINRA securities registrations, as well as health insurance and variable product lines certificates. She’s a graduate of WMU. Go Broncos! “My passion lies in getting to know our members and what’s important to them. Helping them reach their goals so they can focus on the things that matter most in their lives is my primary objective,” she says.

Molly will work primarily with new clients. (If you’ve worked with Saundra in the past, rest assured she’ll continue to be your partner.) I encourage you to call 269.382.7898 to reach out to Molly and introduce yourself or request a complimentary consultation to see how we can best serve your needs and help you meet your goals during these challenging times.

Sincerely,
Matt Lahman
KALSEE CEO

 

Kalsee Retirement & Investment Services

 

Molly Cusumano

 

Molly Cusumano

Associate Financial Advisor
269.382.7898

*KALSEE Retirment and Investment Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
FR-3018677.1-0320-0422