Agency/Firm Name: CUSO Financial Services, L.P.
Agency/Firm Information: 221 Division Ave, Eugene, OR 97404
Advisor Biography: Josh grew up in Tillamook, Oregon, and graduated from the University of Oregon with a Bachelor of Science in Business Administration. He has been with SELCO since 2007, working in multiple areas of the credit union. He is an insatiable learner, with a passion for economics, markets, and history. In addition to playing basketball and golf, he is an avid fitness enthusiast and firm believer that the lessons acquired and honed in the gym—diligence, dedication, goal-setting, accountability, and overcoming fear of failure—instill the confidence and mentality to be successful in all facets of life. Josh Lusby is an Investment Advisor registered with CUSO Financial Services, L.P.
Agency/Firm Information: Springfield - Gateway
Advisor Biography: Matt was raised and lived in Portland until 2008, when he moved to Eugene to attend the University of Oregon. After graduating with a Bachelor of Science in 2012, Matt made Eugene his permanent home. He has worked in financial services as a personal banker and a loan officer, helping him understand all levels of personal finance, as well as investing and retirement services.
Agency/Firm Name: United Financial Northwest/NEA Member Benefits
Agency/Firm Information: 233 SW Wilson Avenue, Suite 6 Bend, OR, 97702
Agency/Firm Information: Eugene — Downtown and Springfield — Thurston
Advisor Biography: Nick began working for SELCO in 2006. He has held five different positions with the organization, joining the Investment & Retirement Services team in 2012. Raised in the Eugene/Springfield area, Nick attended Central Oregon Community College, Lane Community College, and the University of Oregon. Nick and his wife, Lindsay, have two young daughters. As parents, they are actively involved in their children’s education and recreational activities. As a family, they enjoy watching movies and taking weekend trips to the coast. Nick Manley is an Investment Advisor registered with CUSO Financial Services, L.P.
Page Last Modified: 6/18/2018 3:45:14 PM