Meet Our People

Betty Harris Custer, CFP®, CRPC

Founding Managing Partner

(608) 238-8388

Betty has worked in financial planning for over 46 years, as founder in 1981 of her own firm, Custer Financial Services (CFS), and as senior management for several nationwide firms. She joined Lincoln Financial Advisors (LFA) in 1984 and served as one of its first female regional managers for nearly ten years. She is a lifetime member of The Resource Group, composed of LFA’s top financial planners. She has the Certified Financial Planner™ and Chartered Retirement Planning Counselor certifications.

She is active in her community as Chair of the Overture Center for the Arts Foundation Board, as well as the Lussier Community Education Center (LCEC) Development Council. Her leadership of LCEC’s Capital Campaign earned her a National Philanthropy Day Volunteer of the Year Award1 plus a National Community Leadership Award2 from the Invest In Others Foundation. She also serves on the Chazen Museum of Art’s Advisory Council and the Capital Campaigns for the AIDS Resource Center of Wisconsin, the Literacy Network and Operation Fresh Start.

In 2016, Betty received a special legacy tribute at In Business magazine’s Women of Industry awards,3 recognizing her pioneering achievements and tenure in the financial services field. In 2015, Women in Insurance and Financial Services (WIFS) profiled Betty in its book Financial Services: Women at the Top. Annually since 2012 she has received WIFS’ Circle of Excellence Award. In 2010 she was named a Woman of Distinction4 by the Madison, Wisconsin YWCA. That same year, she and her husband, J. Corkey Custer, were honored by Wisconsin’s Governor as that year’s Supporters of the Arts.5
In 2007 she was selected Professional Businesswoman of the Year6 at the Wisconsin Business Women’s Expo.

In 2017, Custer Financial Services became Custer Plumb Financial Services, where Betty continues in her Managing Partner role.

J. Corkey Custer, CRPC

Managing Partner


J. Corkey Custer has worked with Custer Financial Services for 26 years, continuing in his Managing Partner role when the firm became Custer Plumb Financial Services in 2017. He advises more than $370,000,000 in investments for the firm, with expertise in the area of Socially Responsible Investing and alternative investment solutions. In addition to having his own financial planning practice, Corkey has been a Senior Investment Specialist for Lincoln Financial Advisors' Wisconsin office, where he trained and advised other financial planning representatives on advanced portfolio design. He has the CHARTERED RETIREMENT PLANNING COUNSELOR certification.

He is active in the community as well, as a member of the Dane County Democratic Party Executive Committee, and as Treasurer of the Board of the Madison Ballet, for whom he also served as a past President.

He is very proud to be a Big Brother through Big Brothers Big Sisters of Dane County. Corkey served two terms as Moderator of his church, Community of Hope United Church of Christ, and was a member of the Board of the Madison Christian Community, the umbrella organization for Community of Hope and Advent Lutheran Church. In 2010 he was honored, along with his wife Betty Harris Custer, by Wisconsin's Governor as that year's Supporters of the Arts.7

Nathan M. Plumb, MBA

Managing Partner

(608) 287-3039

Nathan has worked in financial services for over 14 years, and is honored to be the named and chosen successor of Custer Plumb Financial Services. Nathan has known the Custers since childhood, for Nathan's sister Hope danced with Betty and Corkey's daughter Genevieve, where both ascended to become professionals in the field of dance. This succession is, in a way, analogous to dancing together again.

Nathan earned a Bachelor of Arts in Psychology at Gustavus Adolphus College and his Executive MBA from the University of Wisconsin-Madison. Currently, Nathan passionately serves on the Wisconsin School of Business Alumni Board and UW Carbone Cancer Center Emerging Leaders Board.

After working in China and Japan for over three years, Nathan joined his father at the investment advisory firm Wisconsin Capital Management (formerly Thompson Plumb and Associates) in 2003. There he worked his way up from Assistant Trust Officer to Chief Operating Officer. Nathan was first named as an Assistant Portfolio Manager of the Plumb Mutual Funds, in August 2013, and promoted to Associate Portfolio Manager on January 1, 2015. At present, Nathan continues his stewardship role as a board member of the Plumb Funds.

Nathan works closely with clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations. Some of his specialties include financial planning, investment management, and trust and estate administration. Nathan takes a holistic approach to financial planning, including complex financial situations. Nathan's investment strategy for his clients is growth at reasonable prices and he best describes his overarching theme as "disciplined kindness" to make his clients even more successful.

Lisa Hahn

Finance Manager/Planning Manager

(608) 287-3006

Kaitlyn Senn

Executive Assistant to Betty Harris Custer

(608) 287-3007

Margaret McEntire

Client Relationship Manager

(608) 287-3009

Robert Harris

Client Relationship Manager

1 Nominees for the National Philanthropy Day Volunteer Fundraiser award must have demonstrated “exceptional skills in coordinating and motivating groups of volunteers for one or more major fundraising projects for the benefit of a charitable institution while advancing philanthropy.”
2 Financial advisors nominated for the Invest in Others Foundation’s Community Leadership Award are volunteers at a non-profit organization who have made outstanding contributions for at least five years and served “with distinction.”
3 Nominees for In Business magazine’s 2016 “Women of Industry” awards must have imparted “a significant impact on their respective industries.”
4 Nominees for the YWCA-Madison’s Woman of Distinction award will have made “outstanding achievements in their field of endeavor “and those achievements must “be supportive of YWCA ideals.”
5 Nominees for the Wisconsin Governor’s Award in Support of the Arts must have carried out “extraordinary contributions” as “arts leaders and patrons to the vitality of the arts in their communities.”
6 Nominees for the 2007 Professional Businesswoman of the Year award presented at that year’s Wisconsin Business Women’s Expo will describe the nature of their professional career and/or business ownership and indicators of their success; identify how they use professional and personal networks; describe how they are a leader in giving back to the community; provide examples of how they serve as a role model for women in the community; and identify the key components of their “balanced life.”
7 See 5.