Broker Check

Our Team

Betty Harris Custer, CFP®, CRPC

Founder & Managing Partner

608.238.8388

[email protected]

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

608-238-8388

[email protected]

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

608.287.3039

[email protected]

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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Earle Smith

Financial Planner & Business Development

608.287.3009

608.287.3057

[email protected]

Earle Smith started working with Custer Plumb Financial Services in 2018 as Financial Advisor & Business Development in support of the firm's commitment to its clients, community and environment. He holds the Financial Industry...

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Brent Ahrens

Executive Assistant

608.287.3008

608.287.3057

[email protected]

Brent Ahrens joined Custer Plumb Financial Services in April of 2018. He serves as Executive Assistant to three of the Managing Partners organizing business submittal and client relationships. Ahrens is a licensed agent in Property &...

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Robert Harris

Client Relationship Manager

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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

608.287.3005

608.287.3057

[email protected]

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

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Kaitlyn Senn

Executive Assistant

608.287.3007

[email protected]

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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Alex Thairuammit

Finance Manager

608.287.3003

608.287.3057

[email protected]

Alex Thairuammit joined Custer Plumb Financial Services in August 2018. He manages the firm’s accounting system as well as assists the three managing partners with client relations. Alex is working to obtain his Financial...

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