Advisors at this firm
Jacob M
CFP®, Series 66
Delafield, WI
Cushing Capital Partners, LLC
Jacob Mayer is a CFP® with 10 years of industry experience and currently serves as an advisor at Cushing Capital Partners, LLC. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Mayer is a partner in Verstand Partners LLC, an entity that seeks to own private real estate and business assets. Cushing Capital Partners serves individual and high-net-worth clients, foundations, businesses, and retirement plan sponsors by providing investment and wealth management, financial planning, consulting, and fiduciary and non-fiduciary plan services. The firm manages client accounts using risk-adjusted, tax-aware asset allocations that combine active and passive strategies and may include allocations to independent third-party managers.
Matthew O
CFP®, Series 63, Series 66
Delafield, WI
Cushing Capital Partners, LLC
Matthew Ottusch is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Cushing Capital Partners, LLC since 2021. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services from 2010 to 2021. Outside of his advisory role, he is involved in agricultural and silviculture operations, overseeing farm activities through entities such as Rock Bend Farms, LLP and The Empty Nest LLC. Cushing Capital Partners serves individual and high-net-worth clients, foundations, businesses, and retirement plan sponsors, offering investment and wealth management, financial planning, and consulting services. The firm constructs tax-aware, risk-adjusted portfolios combining active and passive strategies and utilizes both discretionary and non-discretionary management approaches, including access to third-party independent managers and wrap fee programs.