Investment Services Team

Make an appointmet for a complimentary financial review or come see us at an upcoming workshop.

Wayne-web-photo-(1).png

Wayne Muller, ChFC®
Financial Advisor, CUSO Financial Services, L.P.

Wayne is a Registered CFS* Financial Advisor, with a select portfolio of securities products, such as mutual funds, annuities, stocks, and bonds.

As a Representative at Maps Investments, available through CFS*, Wayne is qualified to provide credit union members with professional assistance, financial products, and dependable service. He is a dedicated professional who cares about people and helping them build financial independence for life.

Wayne’s education includes a B.A., Math, Thiel College, Greenville, PA, a M.A., Communications Arts, University of Iowa, Iowa City, and earned ChFC® (Chartered Financial Consultant®) designation, The American College, Bryn Mawr, PA. ChFC® designation is a college-level investment designation that is designed to help prepare financial professionals to meet the unique financial planning needs of individuals, professionals, and small business owners.

As a long time Silverton resident, he has been involved in the community as the Silverton Lions club former President, served on the Silver Falls Schools, Long Range Planning Task Force, Captain (retired), Life Member, Drakes Crossing Volunteer Fire Department. Also served on the board of the New Heritage (private) School, and past Board member for Silver Crest School.

For an appointment, call (503) 588-0181 or 1-800-688-0181 ext. 3552 or email [email protected]
 


Koontz_Barbara_web.png

Barbara Koontz 
Financial Advisor, CUSO Financial Services, L.P.

Barbara is a Registered CFS* Financial Advisor, has been in the Financial Services Industry for over 25 years. She has a Master’s Degree in Education which has equipped her to take an educational approach to Retirement and Financial Planning.

She takes a “needs based” approach to all Financial Planning categories. She is experienced in PERS & Retirement planning, Risk analysis, Income planning and risk management, provides assistance in planning for Medicare.

She conducts a variety of educational Workshops: Is PERS enough?; What are my Social Security Choices?; Where does Tax-Free Fit?; ABC’s of Medicare; Aging into Medicare?; Women’s Road to Financial Independence.

She currently resides with her husband on an “original donation land claim” ranch in Brownsville. She has two grown children: Kalyssa is a teacher/coach in Arizona, Kyle is a welder and finishing his degree to be a counselor.

Licenses include, series 7, 26, 6, 63, Life, Health, Property & Casualty, Variable Lines.

For an appointment, call (503) 588-0181 or 1-800-688-0181 ext. 3540 or email [email protected]
 


Greg-Elker-web.png

Greg Elker
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 or 1-800-688-0181 ext. 3756 or email [email protected]


Kyle-King-web.png

Kyle King, CRPC®, APMA®
Financial Advisor, CUSO Financial Services, L.P.

Kyle has worked as a retirement planner and financial advisor since 2008. He has always had a great love and interest in technology, both personally and professionally, and brings a valuable skill set in helping others understand investment strategy and their personal financial picture.

Kyle is a Registered CFS* Financial Advisor and is licensed Series 7, 63, and 66, as well as Life and Health Insurance licensed (including Medicare). Kyle has earned the designation of Chartered Retirement Planning Counselor (CRPC®) from the college for financial planning and has a passion for continuing to educate himself on topics and strategies relevant in the current world of finance. His greatest pride and value, however, is his family. He and his wife Courtney have been married since 2010 and are the parents to three adorable children. He is a native Oregonian and hopes to remain and raise his family here in our beautiful state.

For an appointment, call (503) 588-0181 or 1-800-688-0181 ext. 3551 or email ‚Äčkr[email protected]