Your financial future is always our goal

Our Investment Services are unlike any other. We have professional advisors who offer objective advice and financial assistance to help find the plan that's right for you, not right for us. And because every member is different, we tailor our investment advice to fit your specific needs.

Call anytime to chat with a local CFS Financial Advisor, available through CUSO Financial Services, L.P. (CFS) our broker/dealer located at First Tech Investment Services. Make your appointment at 800.637.0852 x3371. Or get to know an advisor using the links below.

In Oregon
	Kimberlee Bouska, CFP®, CRPC® Tanasbourne and 153rd Drive branches
	Gary Davis, CFP® Salem, Lane County and Lloyd District branches
	Wayne Richards Cornell Road branch
	Jim Price 153rd Drive and Nimbus branches
	Steve Schneider, CRPC® 153rd Drive and Nimbus branches
In Washington
	Tom Argites, CFP®, CRPC® Rose Hill and Studios West branches
	Michael Cooney, CRPC® Overlake, Rose Hill and Studios West branches