Employee Spotlight: Meet Robert

Robert Cribbs has been with Elevations Wealth Management, available through CUSO Financial Services, L.P. (“CFS”)* for almost a decade. When he first started he was one of just two Financial Advisors, and he’s been a crucial part of the team’s growth and success. While Robert spends his days guiding his clients toward their investment goals, he spends every second of his free time in the nature of our beautiful state.

Right out of college, he began working as a mountain and fishing guide, and that passion has continued to this day. “My life revolves around my family and fly fishing,” says Robert.

So much so that both of his children were on the river with Robert and his wife when they were less than a week old. “One was three days old, one was five days old,” says Robert. “My wife and I made a commitment to ourselves, knowing how impactful children are to the family. We decided we would introduce them to nature early and often. We haven’t spent one weekend where we were indoors.”

When Robert is indoors, he’s part of a team that’s different from other advisors. “Elevations has done a great job introducing Financial Advisors as employees (and members) of the credit union,” he says. “We’re in the branches and interact with the same folks that come in for financial transactions. We’re here helping our members plan for retirement or invest smartly, not just selling investments.”

“Elevations allows us to do what we are best at,” he continues. “Giving smart financial guidance and helping our members. Elevations also supports my work-life balance, which allows my family to spend so much time outside enjoying our beautiful state.”

Want to learn more about fly tying from Robert? He’s leading a class in Longmont at the Laughing Grizzly Fly Shop on June 22 at 6:00 p.m. And visit our website to learn more about Wealth Management at Elevations.

*Investment products and services are offered through CUSO Financial Services, L.P.  (Member FINRA/SIPC) 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.

Author Elevations Credit Union

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