Meet the CFS* Financial Advisors at Oregon State Credit Union
Our CUSO Financial Services, L.P. (“CFS”)* Financial Advisors can help you create a strategy, review performance and adjust as needed.
Schedule an appointment
To schedule a complimentary appointment, click on "make an appointment." Then fill out and submit the secure contact form. Next, we will contact you to schedule an appointment with one of the qualified advisors at your convenience. The appointment will be held at your preferred Oregon State Credit Union branch.
Check the background of these investment professionals on FINRA's BrokerCheck.
Michelle offers a high level of personalized service and customized investment strategies. She is committed to ensuring her clients understand their overall financial situation, and she is dedicated to helping them find effective strategies that meet their financial needs.
Michelle is securities licensed in Arizona, California, Connecticut, Florida, Idaho, Illinois, New Mexico, Oregon and Washington.
John is dedicated to helping members understand investment strategies to reach their financial goals. He offers financial workshops covering various topics including investment basics, saving for college and planning for retirement. Call John if you need a financial partner to help you with your investment strategy, estate planning and asset transfer, life and long-term care insurance and more.
John is securities licensed in Arizona, California, Colorado, Idaho, Kansas, Nevada, New Mexico, North Carolina, Oregon and Washington.
Belinda is committed to helping members pursue their financial planning goals, offering financial education on retirement and investment planning needs. Belinda meets with members to create financial planning goals and provides a wide range of brokerage and advisory services including social responsible investing.
Belinda is a CFS* Financial Advisor holding series 7, 66 Life, Health and LTC licenses.
Steven has been at Oregon State Credit Union since 2015 and has a passion for helping members with financial planning education. He works with members to determine their risk tolerance and helps build solutions to meet their individual retirement and long term financial goals.
He currently holds the FINRA Series 7 and 66 registrations as well as the State of Oregon Life Insurance license. Steven is a graduate of Western Oregon University and holds a degree in exercise science.
When not working, Steven enjoys the outdoors with his wife and their many animals.