Investment Services Team

Investment professionals that listen

Planning for your financial future is one of the most important things you will ever do, so having access to resources and professional financial advice from a trusted partner can be invaluable. The OCCU Investment Services Team is available to help you determine your needs through LPL Financial,* serving as the bridge toward your financial goals.  

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

 


Scott Roots

VICE PRESIDENT OF INVESTMENT AND INSURANCE SERVICES


Cathy Stoppel

FINANCIAL CONSULTANT


Ben Wenzel

FINANCIAL CONSULTANT


Ryan Lew

FINANCIAL CONSULTANT


Korey Cheshire

INVESTMENT REPRESENTATIVE


Robin Brush

INVESTMENT SERVICES ADMINISTRATIVE COORDINATOR


Stephenie Phelan-Higa​

INVESTMENT ADMINISTRATIVE ASSOCIATE

Here for all financial needs

There is no better time than the present to sit down with one of our wealth management professionals. We understand that each of our clients has unique considerations, and reviewing with us can help you stay on track to pursue your investment goals. No matter the size of your investment, we're here to help work toward your goals.

Contact OCCU Investment Services

OCCU Investment Services 

2890 Willamette Street
Eugene, OR 97405
Directions

Phone: 541.681.6063

*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 OCCU Investment Services are not registered broker-dealers and are not affiliated with LPL Financial.

The investment products sold through LPL financial are not insured Oregon Community Credit Union deposits and are not NCUA insured. These products are not obligations of Oregon Community Credit Union and are not endorsed, recommended or guaranteed by Oregon Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

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.