Meet the OCCU team: Investment Services
When you think about the future, what do you envision? A comfortable retirement? Leaving a legacy for your loved ones? Whatever your goals in life, financial planning is all about creating a roadmap to help you get there.
Planning your financial future is important and our Investment Services team is ready to help. No matter where you are on your financial journey, we’re here to serve as your guide, with expert advice and solutions that meet your individual needs.
We look forward to getting to know you, and we’d like to start by letting you know a little bit about us. Here’s what we each enjoy most about being a part of the OCCU Investment Services team:
Christian Beck, Financial Advisor
“Being part of setting goals and seeing them through to the end is truly a rewarding experience. Whether the goal is paying off a credit card, saving for your dream house or reaching that day when you get to retire, I love helping families with their wealth management and financial planning.”
Heather Metcalf AWMA®, Financial Advisor
“I like the emphasis on relationships and working together both with our clients and with each other. This is a team that has focused on moving our members forward during a very turbulent year, with the goal of helping everyone reach a brighter horizon and a fresh start. I look forward to being a part of that process while growing my relationships with the team and our clients.”
John Griffith CRPC®, Financial Advisor
“What I enjoy most is being able to help people achieve better financial outcomes than they would otherwise. What I enjoy most about being at OCCU is the passion our team has for helping clients. Our cooperation and proactive working relationships stem from the fact that everyone on the team wants to make sure all our clients get the help they need to succeed in a courteous, efficient, and timely manner. Every member of our team keeps the clients’ needs as primary. We truly appreciate what each member brings to the table.”
Michael Tomscha CRPC®, Financial Advisor
“I enjoy being a part of the team because we hold our members’ well-being and finances in the highest regard. Each team member strives to provide the highest level of care and service. Our team’s purpose is to support our credit union and our community.”
Robin Brush, Financial Services Coordinator
“I love being part of our clients’ lives and doing what I can to help them on their financial journey. I get to celebrate their high points—like marriages and births, new jobs, or retirement—and help ease the hard events such as unemployment or the death of a loved one. And I work with a team of amazing professionals who share that passion.”
Russell Lindfors, Financial Services Coordinator
“What I enjoy most is working with a team that is extremely dedicated and hard working. We always strive to provide exceptional member service and the best investment advice available for the client...we have developed great chemistry that allows us to work effectively and efficiently toward a common goal of helping our clients achieve financial success.”
Travis Ducker, Financial Services Coordinator
“What I enjoy the most is the opportunity to see the inner workings of a true financial roadmap, from start to finish—the journey from simple starter services or initial financial advice to mapping out retirement and long-term care. Being able to play such an integral part in our members’ lives and financial success is exciting. Doing so within a credit union environment makes it so much more rewarding.”
Now that you’ve learned a bit about us, we’d love to hear from you. We’re here to help you achieve your financial goals. Learn more about our team and how to get started.
