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.

rob stewart, investment adviser representative

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 | Battle Ground | Scotton Landing

Eric Strom, Investment Advisor Representative

Eric Strom

Investment Advisor Representative, 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 | Eastridge | Washougal

im Reichstein, Investment Advisor Representative

Tim Reichstein

Investment Advisor Representative, 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

Bruce Anderholt

Investment Advisor Representative
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

Jeremy Hawkins, Investment Advisor Representative

Jeremy Hawkins

Investment Advisor Representative, 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 | Buckman

Russ Gochneaur

Russ Gochneaur

Program Manager, 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

Lauren Fencl

Financial Associate
CUSO Financial Services, L.P.

Our personalized approach puts the focus on education: making sure you know your options and making sure we know your needs. We’re in the business of building relationships, as well as investment advising.

Fourth Plain

erin buchannon, investment advisor associate

Erin Buchanan

Investment Advisor Associate
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

Appointment Request

Meet with an advisor.

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

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.