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 Burish Financial Services...
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 Burish Financial Services (CBFS), Corkey...
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...
Kaitlyn Senn
Operations Manager
Kaitlyn Senn’s attention to detail and pursuit of excellence with the client experience are a testament to her commitment to Custer Financial Services (CBFS). Kaitlyn Senn joined Custer Burish Financial Services in 2015 and holds the...
Robert Harris
Client Relationship Manager
Robert (Bob) Harris appreciates the value of client relations and as a consultant for Custer Burish Financial Services (CBFS) brings a wealth of expertise. Bob started working with Custer Burish Financial Services in 2008 consulting...
Holly Bakker
Financial Planner Assistant
Holly Clark joined Custer Burish Financial Services (CBFS) in 2023 as a Financial Planner Assistant after attending Calvin University in Michigan where she received her BA in Financial Planning. Before her senior year, she interned for...
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...
Nathaniel Chan
Financial Planner Assistant
