Investment Services Team

The OCCU Investment Services Team

Money that works hard for you is the best kind to have. The OCCU 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.

 

Contact the OCCU Investment Services team

2890 Willamette Street
Eugene, OR 97405
Directions

Message: investments@MyOCCU.org
Phone: 541.681.6217


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


Stephenie Phelan-Higa​

INVESTMENT SERVICES ADMINISTRATIVE COORDINATOR


Sarah Snapp

INVESTMENT ADMINISTRATIVE ASSOCIATE

*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.