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​

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
Meet RobertEmail RobertCall Robert
Eric Strom

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
Meet EricEmail EricCall Eric
Tim Reichstein

Tim Reichstein

Investment Advisor Representative
AWMA® AAMS® 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
Meet TimEmail TimCall Tim
Jeremy Hawkins

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
Meet JeremyEmail JeremyCall Jeremy
Andy Murphy

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
Email Andy Call Andy
Russ Gochneaur

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
Email RussCall Russ
Erin Buchanan

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
Email Erin Call Erin

Accredited Wealth Management Advisor™ or AWMA™ Professional Designation

Issued by College for Financial Planning

Individuals who hold the AWMA™ designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Accredited Asset Management Specialist™ or AAMS™ Professional Designation

Issued by College for Financial Planning

Individuals who hold the AAMS™ designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Foundations in Financial Planning™ Program leading to the FPQP® Professional Designation

Issued by College for Financial Planning

Individuals who hold the FPQP® designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Chartered Retirement Plans Specialist™ or CRPS™ Professional Designation

Issued by College for Financial Planning

Individuals who hold the CRPS™ designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Chartered Retirement Planning Counselor™ or CRPC™ Professional Designation

Issued by College for Financial Planning

Individuals who hold the CRPC™ designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Appointment Request

Meet with an advisor.

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

* indicates a required field

Check information for this firm on FINRA's BrokerCheck

BrokerCheck

*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.