Invest and Insure Team

Meet with an Advisor

To discuss long-term financial goals, or even short-term savings objectives, contact a CFS* Investment Advisor Representative located at Columbia Credit Union today to set up a no-cost, no-obligation consultation.

Robert Stewart

Investment Advisor Representative
CRPC®
CUSO Financial Services, L.P.

Whether you’re interested in retirement savings, investments, or insurance, I would welcome the opportunity to help create a plan that suits your specific needs.

  • Downtown
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Eric Strom

Investment Advisor Representative
AWMA® AAMS® CRPC®
CUSO Financial Services, L.P.

I would welcome the opportunity to meet you and learn about your goals for the future. Together, we can create a plan to realize your financial objectives.

  • Riverstone
  • Buckman
  • Washougal
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Tim Reichstein

Investment Advisor Representative
AWMA® CRPC®
CUSO Financial Services, L.P.

Not only does a smile and handshake set a positive tone, but meeting in person allows us the opportunity to know one another in a way that just can’t be replicated over the phone.

  • Hazel Dell
  • Salmon Creek
  • Ridgefield
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Bruce Anderholt

Investment Advisor Representative
CRPC®
CUSO Financial Services, L.P.

A well-informed member is always closer to success. That’s why when you reach out, I’ll make it my mission to learn where you stand relative to your goals.

  • Fourth Plain
  • Orchards
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Jeremy Hawkins

Investment Advisor Representative
AWMA® AAMS® CRPC®
CUSO Financial Services, L.P.

At the end of the day, financial dreams have faces and names. My consultative process will take the time to get to know you and the specific investment needs of your family.

  • Grand Central
  • Cascade Park
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Andy Murphy

Investment Advisor Representative
CRPC® AAMS®
CUSO Financial Services, L.P.

From the discovery phase through to designing a plan and putting it into motion, we’re here to help every step of the way. Reach out to get started.

  • Scotton Landing
  • Battle Ground
  • Salmon Creek
  • Eastridge
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Russ Gochneaur

Program Manager
AWMA® AAMS® CRPC® CRPS®
CUSO Financial Services, L.P.

Along with this outstanding team, I look forward to focusing my positive energy on achieving the financial goals of yourself and your family, whether they be big or small.

  • Fourth Plain
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Erin Buchanan

Investment Advisor Associate
FPQP® AAMS® CRPC®
CUSO Financial Services, L.P.

Financial planning can be defined as the process of identifying, setting, and creating a plan to work toward reaching your goals. Whatever they may be, we’re here to help.

  • Fourth Plain
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Appointment Request

Meet with an advisor.

Request to have a no-obligation Discovery Meeting to start the planning experience for yourself or your business.

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CUSO Financial”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through CUSO Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CUSO Financial. Columbia Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions company and is not a Registered Investment Advisor or broker-dealer. Investment products, services and advice are only provided through CUSO Financial, a subsidiary of Atria.

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.