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.

Make an appointment

Check the background of these investment professionals on FINRA's BrokerCheck.


Michelle Poturich

Michelle Poturich - Financial Services Advisor - Oregon State Credit Union

I started my career in financial services in 2005 and hold the Certified Retirement Counselor® designation. My goal is to positively impact the financial lives of my clients. I understand how missed important financial steps can significantly impact the future. I work with clients to understand their values, and I help them evaluate how to focus their money to support the life they want. I build an investment strategy that deliberately balances the need for income, growth and protection. Then I implement the wealth process, which proactively addresses changing financial needs.

Contact me if you would like to work with an experienced financial advisor who can assist you as you pursue your financial goals. I will assess your goals, needs and investment objectives, while providing exceptional personalized service. Together we will work to get you the right combination of income and growth at various times in your life, and create a wealth transfer plan to leave a legacy for future generations.

Michelle Poturich, CRC®
Financial Advisor, CUSO Financial Services, L.P.
541-714-4209 or 800-732-0173 ext. 4209
mpoturich@oregonstatecu.com


John Kerekanich

John Kerekanich

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.

John Kerekanich, AAMS®
Financial Advisor, CUSO Financial Services, L.P.
541-714-4234 or 800-732-0173, ext. 4234
jkerekanich@oregonstatecu.com


Chris Knackstedt

Chris Knackstedt Financial Services Advisor Oregon State Credit Union

Chris offers financial education to members to help them meet their goals and can assist with portfolio and retirement planning.

He is a CFS* Financial Advisor, with a prior background in insurance. Chris says he wanted to be a Financial Advisor to create impact for members and improve their lives through financial planning. Chris received his BS in Economics at Oregon State University.

When not working, Chris enjoys sports, cooking and playing chess.

He holds the series 7, 66, insurance, and LTC licenses.

Chris Knackstedt, AAMS®
Financial Advisor, CUSO Financial Services, L.P.
541-714-4161 or 800-732-0173 ext. 4161

Tristan Peterman

Tristan Peterman Financial Services Advisor - Oregon State Credit Union

Tristan has over 15 years of experience in the insurance and financial services industry. Prior to this role, he was a Private Client Advisor and Vice President of Investment Services with J.P. Morgan Chase. Tristan joined CUSO Financial and Oregon State Credit Union in March, 2024.

As a Chartered Financial Consultant (ChFC®), Tristan dedicates himself to understanding and appreciating each client's unique financial situation. His approach blends in critical elements of financial education, planning, and behavioral finance, helping his clients to achieve their best financial future.

Tristan works with clients at all stages of life, but focuses primarily on clients who are close to, or currently in, retirement. He has a vast knowledge base regarding employer sponsored retirement plans, including PERS, and is passionate about developing custom, tax-efficient retirement distribution solutions.

When he's not serving his clients, he likes to stay active and enjoys spending time with his friends and family. He has a passion for wood turning, training at the gym, and exploring the Pacific Northwest in his Jeep Gladiator.

Tristan Peterman, MBA, ChFC®

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Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.


 
 
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