Investment Services Team

The Oregon Community Investment Services Team

Money that works hard for you is the best kind to have. The Oregon Community Investment Services Team is available to help you determine your financial needs through LPL Financial.* Whether it’s growth, value or blended, they're available to provide information customized to your specific needs. Our Investment Services Team is experienced and equipped to ensure that you are provided with a wide selection of investment choices.

Check the background of investment professionals associated with this site on FINRAs BrokerCheck.

 


Scott Roots

VICE PRESIDENT OF INVESTMENT AND INSURANCE SERVICES


Cathy Stoppel

SENIOR FINANCIAL CONSULTANT


Ben Wenzel

FINANCIAL CONSULTANT


Ryan Lew

FINANCIAL CONSULTANT


Korey Cheshire

INVESTMENT REPRESENTATIVE


Stephenie Phelan-Higa​

INVESTMENT SERVICES ADMINISTRATIVE COORDINATOR


Sarah Snapp

INVESTMENT ADMINISTRATIVE ASSOCIATE

Oregon Community Investment Services


2890 Willamette Street

Eugene, OR 97405

E-mail: investments@OregonCommunityCU.org

Phone: 541.681.6231

*Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Oregon Community Credit Union and Oregon Community Investment Services are not registered broker-dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: OR, WA, CA, AZ, HI, FL, MA, IL, IN, NC, NV, TX, CO, SC and DC.