Financial Advisor, CUSO Financial Services, L.P.
Greg lives in Salem with his wife and 3 boys. He has been an Oregon resident since 1985 moving here from Kansas. He has been in the credit union environment for over 10 years. He has over 15 years of experience in the Financial Services Industry. He is a Registered CFS* Financial Advisor holding Series 6, 7, 63, 66, Life, Health, Variable Lines, and LTC licenses.
Greg received a BS Degree from Western Oregon University in Business Administration with a focus in Marketing and a minor in Psychology.
Greg takes an educational approach to finance and investing. He helps individuals and families alike. He can help with asset allocation, risk management, PERS analysis, and retirement/income planning. He is also good resource in planning for Medicare. He holds a variety of seminars that can be found on mapscu.com. Register for one today.
For an appointment, call (503) 588-0181 ext. 3756 or email [email protected]
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.