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 started her career in financial services in 2005, and she holds the Certified Retirement Counselor® designation. She enjoys working with members to determine their financial needs and help them by providing information, knowledge and guidance. She assists members with Financial and Estate Planning that may include PERS, Wealth Management, Asset Management, Retirement, Long Term Care and Life Insurance.
Contact Michelle if you would like to work with an advisor who can assist you as you pursue your financial goals. She can help manage your finances and 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.
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 a Certified Retirement Planning Counselor® and has a passion for helping families with comprehensive retirement strategies. She helps navigate the retirement planning process by breaking down each component in terms that are easy to understand. When working with Belinda, you can create a retirement plan and wealth management strategy you can feel confident in. Belinda has experience with state and federal pension plans such as PERS and FERS and has additional knowledge in Socially Responsible Investing.
When Belinda is not assisting members she enjoys being outdoors hiking, reading, or doing yoga.
Belinda holds the series 7, 66, insurance and LTC licenses.
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.
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.