Meet Russell
I joined OCCU in July 2018 and the Wealth Management team in 2020. What I value most about this department is the opportunity to work alongside a team deeply committed to delivering exceptional service and care to our members. We strive to support individuals as they navigate their financial journeys and overcome challenges. My goal is to continue growing within this team and transition into an advisor role in the near future, where I can further contribute to making a meaningful difference in people’s lives.
Russell Lindfors is a non-registered assistant to financial professionals offering Investment Advisory Services through PFG Advisors, LLC, an SEC regsitered investment adviser, and Securities through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers.
OCCU Wealth Management, Oregon Community Credit Union, PFG Advisors, LLC, and United Planners Financial Services are separately owned entities and are not affiliated companies.