Financial Advisors at Community First

Clinton Dosio, CFP®
Financial Advisor
CUSO Financial Services, L.P.
904.371.8151
dosioc@c1cufl.org

Born and raised on Florida’s First Coast, Clinton joins Community First as its newest CFS* Financial Advisor.

With a B.S. in Finance from Liberty University and a CERTIFIED FINANCIAL PLANNER™ designation, Clinton brings to Community First five years of financial investments experience, a host of specialties to effectively aid members in all aspects of financial management and investing, inner city-to-collegiate teaching experience and a philosophy to counsel members according to their needs and objectives rather than simply pointing them to a product.

Clinton is securities and insurance licensed in the state of Florida, and his specialties include Retirement Planning, Florida Drop Program, Estate Planning, Financial Planning, Insurance Planning, Company Retirement Plans, Tax Planning, and Investment Planning.

When not advising Community First members in financial matters, Clinton enjoys his family, friends and staying fit. He also enjoys the great outdoors with his family and English bulldog, as well as giving back to the community.

“I love working withTrinity Rescue Mission and with Living Waters International—they drill for water in remote places that do not have fresh water (over 5,000 people die from the lack of fresh water every day; Living Water International works to slow that statistic).”

Get to know Clinton, a board-certified advisor with the education and experience to help grow and protect the assets of members and their families.

You can schedule a complimentary financial review to speak with Clinton at these branch locations:

• Baymeadows
• Northside
• Fleming
• UNF

Mark Fitzmorris
Financial Advisor
CUSO Financial Services, L.P.
904.371.7969
markf@c1cufl.org

CFS 2012 Gold Pacesettler Award Recipient

CFS 2011 Gold Pacesetter Award Recipient

CFS 2010 Gold Pacesetter Award Recipient

CFS 2009 Gold Pacesetter Award Recipient

CFS 2008 Gold Pacesetter Award Recipient

CFS 2007 Gold Pacesetter Award Recipient

CFS 2006 Gold Pacesetter Award Recipient

CFS 2005 Gold Pacesettler Award Recipient

Mark holds a Bachelor of Science degree in Finance and International Business from the University of Colorado and has been a licensed financial advisor since 1998.

He spent several years traveling and living abroad in different countries. Through his experiences, he brings an ability to understand people from a variety of backgrounds. Mark is a top producer and also makes the needs of our credit union members his top priority.

Mark specializes in developing, implementing, and monitoring a holistic financial plan that encompasses all areas of your life, especially with regard to retirement. He also specializes in state retirement options, including Florida's Deferred Retirement Options Program, or "DROP."

Mark is licensed to provide financial advice to Florida and Georgia residents, as well as residents of the following states: SC, IN, MO, MD, MN, NY, TN, VA and WI. He is also licensed to sell life insurance in Florida.

You can schedule a complimentary financial review to speak with Mark at these branch locations:

• Orange Park
• St. Johns

Jennifer Harris, CFP®
Financial Advisor
CUSO Financial Services, L.P.
904.549.8762
harrisj@c1cufl.org

Jennifer is a native of Jacksonville and a graduate of the University of North Florida. Having worked in financial services since 2001, she offers members and businesses tremendous experience in a large variety of services, including group employee benefits, group and individual retirement planning, insurance, investments and financial planning.

Jennifer enjoys working with members to help them identify their financial goals and plan for the future. If you are ready to prepare for a comfortable retirement, fund a college education or help protect yourself and your family from financial risks associated with death or disability, Jennifer is ready to assist with practical recommendations for your needs. Jennifer is securities licensed in the states of FL, GA, LA, NC, SC, KY and VA. She's also insurance licensed in FL and LA.

You can schedule a complimentary financial review to speak with Jennifer at these branch locations:

• Beaches
• Mandarin

Zack Toelle
Financial Advisor
CUSO Financial Services, L.P.
904.371.8074
toelleza@c1cufl.org

Originally from Lakeland, Florida, Zack joined the Community First team of CFS Financial Advisors and plans to stay “for a very long time.”

Zack is registered to sell securities in the states of FL, GA, MI, SC, NV and UT. He is insurance licensed in FL. Zack is qualified to help you invest your assets with careful consideration.

Zack specializes in building members a financial plan that encompasses all areas of their life, especially with regard to retirement. In addition to specializing in state retirement options "DROP," Zack works one-on-one with business owners to set up and implement new plans and to monitor existing plans.

Married with three children (four if you count the dog!), Zack has a passion for Ford Mustangs and Drag Racing. But where personal growth is concerned, Zack espouses a conviction of the late President Ronald Reagan: “There are no limits to growth, because there are no limits on human intelligence, imagination and wonder.”  

You can schedule a complimentary financial review to speak with Zach at these branch locations:

• Hodges
• Lakewood
• Downtown

Andy Whitaker
Financial Advisor
CUSO Financial Services, L.P.
904.371.8113
whitaka@c1cufl.org

From Florida's hilly capital city of Tallahassee, Andy joins Community First as its newest CFS* Financial Advisor.

Andy holds a Bachelor of Science degree in Mechanical Engineering from Florida State University, a Master of Business Administration from Kellogg School of Management, and a Master of Engineering Management degree from Northwestern University.

With insurance licenses in Florida, Georgia and North Carolina, Andy is also presently registered to sell securities in Florida. His specialties include long-term Retirement Planning and Income Generation, Life and Long-Term Care Insurance, the Florida DROP Program and Company Retirement Plan Accounts. He seeks to deepen and broaden the existing relationships members share with Community First, and to help each member plan for and achieve the short-and long-range financial goals toward which they aspire.

Married with two children, Andy enjoys golfing, fishing and outdoor motorsports with his family. He is a member of the Northeast Florida Builders Association and the Amelia Island Fernandina Beach Yulee Chamber of Commerce, and he serves on the Board of Directors of the Greater Nassau County Chamber of Commerce.

Andy seeks to live by a quote from Albert Einstein: "Try not to become a man of success, but rather try to become a man of value." Get to know Andy to experience first-hand the value his experience and financial knowledge can bring to your member relationship with Community First.

You can schedule a complimentary financial review to speak with Andy at these branch locations:

• Arlington
• Lem Turner
• Yulee

Robert Maupin

Financial Advisor
CUSO Financial Services, L.P.
904.549.8658
MaupinR@c1cufl.org

Born in Cincinnati, Ohio, Robert joins Community First as its newest CFS* Financial Advisor bringing with him over 25 years of experience in the Financial Services business.

Robert holds his Series 7, Series 66 and FL 215 including Long Term Care (LTC). Spending the past quarter of a century working in Financial Services, he has experienced both the operational side of business and the investment side of business. Robert is licensed to transact business in the state of Florida. Some of his specialties include Retirement Planning, Insurance Products such as fixed and Variable Annuities, Long Term Care, LIRP's, Life and Disability, and Education Products such as 529 plans and Coverdale. He believes his role at Community First is to ensure that the member's money outlives them while always doing what is best for the member. 

The oldest of 16 kids, Robert enjoys reading, playing chess and traveling. Get to know Robert to experience first-hand the value his experience and financial knowledge can bring to your member relationship with Community First.

You can schedule a complimentary financial review to speak with Robert at any of these branch locations.

• Bartram
• San Pablo
• Westside

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: 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. Investment Representatives are registered through CFS. Community First Credit Union of Florida has contracted with CFS to make non-deposit investment products and services available to credit union members.

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