For over fifteen years, UMassFive Financial & Investment Services, available through CUSO Financial Services, L.P. (CFS), has been assisting members in creating comprehensive financial plans to help meet life goals and reach major milestones. Whether it is planning for retirement, saving for your child’s future, or as a part of a well-balanced savings plan, our CFS* Financial Advisors will work with you to find solutions that fit your individual needs.
Our CFS Advisors
Meet with one of our qualified CFS Financial Advisors to discuss your options. We offer both in-person and remote appointments for your convenience.
Our CFS Financial Advisors understand member service. They take great care to conduct extensive research, and generate individual solutions and investment options for members while providing fact-based financial advice while serving our clients. We will gladly review your current financial situation, give you a second opinion on your financial plans, and help chart a course for successful investing. It’s never too late–or too early–to get started.
Our department is spearheaded by three Financial Advisors, and supported by our Senior Investment Advisor Assistant Emi Lee.
Senior Investment Advisor Assistant
After joining UMassFive as a part-time Member Service Representative in November 2019, Emi quickly transitioned into a full-time position as a Member Service Specialist at the Hadley Branch in March 2020. In that role, Emi excelled at educating members financially and connecting them to the Financial Services most relevant to their needs. Her background includes a bachelor’s degree in Anthropology from Smith College, and she applies her knowledge from that field to help others improve their financial well-being. Outside of work, Emi enjoys tango dancing, biking, and spending time with her adorable grey tabby, Lola.
Aimee Marden is a CFS Financial Advisor providing investment guidance and advice to our members. This includes investment selection, portfolio construction, retirement, estate and income planning, and assistance with insurance.
Aimee has years of experience in the investment and retirement industry and has worked for one of the country’s leading investment management and life insurance firms. Aimee holds the FINRA Series 7, 63, and 65 licenses, and is Life and Variable Insurance licensed in Massachusetts, Florida, and Connecticut. She is also securities licensed in CA, CT, FL, GA, IL, ME, MA, MD, NH, NJ, NY, OR, PA, TN, VA, and WA.
Aimee is an alumnus of AIC and Walden University, where she obtained three degrees in Science. When not helping clients reach their financial goals, Aimee enjoys spending time with her family, gardening, bird watching, cruising, and being at the beach.
Dana Graham is a CFS Financial Advisor providing investment guidance and advice to our members. This includes investment selection, portfolio construction, retirement, estate and income planning, and assistance with insurance.
Dana has over 10 years of experience in the investment and retirement industry. He holds the FINRA Series 7, and 66 licenses, and is Life, Health, Variable, Property and Casualty Insurance licensed in MA, IA, MN, and VT. Dana also holds securities licenses in CO, CT, MA, NC, NH, NJ, NY, OR, VT, and WA.
Dana is an alumnus of the University of Vermont, where he obtained a Bachelor’s Degree in Business, and has recently returned to New England from Minnesota. When not helping clients with their financial goals, Dana enjoys adventuring with his wife, playing golf, and attending theater events. Dana also considers himself a sports enthusiast, and enjoys watching both college and professional games.
Sam Einzig is a CFS Financial Advisor providing investment guidance and advice to our members. This includes investment selection, portfolio construction, retirement, estate and income planning, and assistance with insurance.
Sam is licensed as a producer of life insurance and accident and health or sickness insurance in Massachusetts and holds his FINRA Series 7 and 66 securities licenses.
Sam has a Bachelor’s degree from Berklee College of Music in Boston, MA, where course studies in music business and taxation in the music industry kindled his love, interest, and knowledge for the financial world and helping people. Hailing from Feeding Hills, MA and currently living in West Springfield, MA, Sam’s hobbies include golf, kayak fishing, and playing the drums. He loves dogs and coffee, and his leisure time is best spent with his fiancé, Olivia, and their dog, Charlie.
Check the background of these investment professionals on FINRA BrokerCheck.
*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. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.