Broker Check

Meet Our Team

Your trusted long-term partners.

Betty Harris Custer, CFP®, CRPC®

Founder & Managing Partner


Betty Harris Custer is a constant champion of her clients and strives to provide them with the uttermost care and consideration with their financial well-being. As the founder and a managing partner for Custer Financial Services (CFS),...

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J. Corkey Custer

Managing Partner


Corkey Custer’s experience and knowledge of investment management is the foundation of the excellence in care provided to our clients and their financial health. As a managing partner for Custer Financial Services (CFS), Corkey...

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W. Earle Smith, AWMA™, CIS™

Financial Planner


Earle Smith bring both passion and expertise to Custer Financial Services (CFS) while offering a history of proven leadership and community engagement. Earle joined Custer Financial Services in 2018 as a fully licensed Financial...

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Kaitlyn Senn

Executive Assistant


Kaitlyn Senn’s attention to detail and pursuit of excellence with the client experience are a testament to her commitment to Custer Financial Services (CFS). Kaitlyn Senn joined Custer Financial Services in 2015 and holds the...
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Thomas Makela

Planner Assistant


Thomas Makela joined Custer Financial Services (CFS) in December 2021 and provides support to the managing partners and financial planners by assisting in daily activities and working closely with each client to ensure the highest...

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Robert Harris

Client Relationship Manager

Robert (Bob) Harris appreciates the value of client relations and as a consultant for Custer Financial Services (CFS) brings a wealth of expertise. Bob started working with Custer Financial Services in 2008 consulting on Client...
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Joanna Burish

Managing Partner


Joanna Burish moved to Madison at seven years old with her family in January of 1976 from Nazareth, Israel. She received her BA in Accounting with a focus on Finance and Real Estate, and her Masters in Executive Management from the...

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