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Our Team

Betty Harris Custer, CFP®, CRPC

Founder & Managing Partner


Betty Harris Custer boasts nearly 50 years of financial planning experience as a member of senior management for several national firms before founding of her own firm in 1981...

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J. Corkey Custer, CRPC

Managing Partner


J. Corkey Custer has nearly 30 years of financial experience with an expertise in socially responsible and alternate investment solutions. Custer previously served Lincoln Financial Advisors (LFA) as a Senior Investment Specialist...

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Nathan M. Plumb, MBA

Managing Partner


Nathan Plumb has more than 15 years of financial and investment portfolio management experience. In 2017, he was named Managing Partner and successor to Custer Financial Services, rebranded the same year as Custer Plumb Financial...
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Lisa Hahn

Finance & Planning Manager


Kaitlyn Senn

Executive Assistant


Kaitlyn Senn joined Custer Plumb Financial Services in 2015. She supports the daily activities of all three managing partners and works closely with each of our clients assisting in managing and updating their financial portfolios....
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Robert Harris

Client Relationship Manager

Robert Harris started working with Custer Plumb Financial Services in 2008 consulting on Client Relations and Business Development responsibilities for the firm. Harris brings to CPFS nearly 50 years of advertising, marketing and...

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Cynthia J. Kaump

Marketing Communications & Business Development Consultant


Cynthia Kaump started working with Custer Plumb Financial Services in 2017 handling its Marketing/Communications, Business Development and Event Planning in support of the firm's commitment to its clients, community and environment....

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