Advantis Wealth Management
Available through CUSO Financial Services, L.P.
We can help you solidify your financial future
Start making money decisions that matter for you
Our CFS* advisors can help
Advantis Wealth Management*
(Available through CUSO Financial Services, L.P.)
Although “wealth” is in our name, you don’t need to be wealthy to benefit from our services. We help members of all ages and in all life stages meet their financial goals. Whether you’re just starting out or a seasoned investor, we have the experience to help you invest, manage and distribute your wealth for a lifetime.
Advantis Wealth Management services:
|Comprehensive financial planning
We'll help you assess your current financial situation and top priorities, review your goals and concerns, and provide personalized recommendations to help make sure the actions you're taking now support the future you have in mind.
|Retirement planning strategies
We can help you review your retirement goals and build a plan to help you reach them. By identifying savings gaps, consolidating your retirement assets and helping you determine your long term care Insurance needs, we can help guide you through the expected challenges.
Wealth transfer strategies**
Qualified retirement plan rollovers***
|Life insurance & long-term care.
Our CFS* team offers a variety of insurance options to protect your family and assets, including term life, long-term care, whole life/permanent, and business owner coverage to ensure efficient transfers
As a CERTIFIED FINANCIAL PLANNERTM professional, Matt voluntarily agrees to meet rigorous education, examination, and experience standards set by the CERTIFIED FINANCIAL PLANNER Board of Standards Inc. (CFP Board), the financial planning industry’s only nonprofit professional regulatory organization. Matt’s distinguished status as a CERTIFIED FINANCIAL PLANNERTM practitioner means he has the long-term experience, in-depth knowledge, and high personal ethics to provide excellence in financial planning. If you are looking for a financial planner who will take a holistic, personalized approach to bring all the pieces of your financial life together, schedule a consultation with Matt.
|Matt’s client service philosophy:
“I help our members identify and achieve their long-term financial goals through the development of a customized financial plan, integrated with investment management. It’s the combination of these two that help our members address the changes that happen through the many stages of their lives.”
|Proud Oregonian and dad.
Matt is a native Oregonian and proud husband and father. He is an avid golfer and enjoys travelling the Pacific NW to play its many scenic courses. His other passions include music, and cooking.
FINRA Series 7, 66 and 24 Securities Licenses
Securities licensed in OR, AZ, CA, ID, LA, RI, SC, WA, GA, CO, MN, NM, NY, PA, TX, UT and WI
Insurance licensed in Oregon (#7272041), Washington (#790730),
Arizona (#1158131), California (#0I79216), Montana (#771004), Idaho (#785564) and Utah (#731712) CERTIFIED FINANCIAL PLANNERTM Chartered Retirement Planning Counselor (CRPC®) B.S Business Administration, Southern Oregon University
B.S Human Communication, Southern Oregon University
|Ida’s client service philosophy:
“I love numbers AND people! I focus on my clients’ holistic financial life while looking for opportunities to educate where I can. I help you look at the complete picture – where you are and where you want to go – and then develop a plan to help you reach your goals throughout the many stages of your life.”
|Proud Oregonian and mom.
Ida May is a 3rd generation Oregonian and proud wife and mother of five boys, ages 13-27. When she’s not playing chauffeur to her boys, she enjoys sewing, quilting, gardening, hiking, and camping.
FINRA Series 6, 7, 63 & 66
Oregon Life & Health Insurance
Securities licensed in OR, WA, AZ, CA, ID, IL IN, MA, MT, NV, OH, TX
Insurance licensed in Oregon (#17044484) and Washington (#853708),
MBA in Management & B.S. Accounting Western Governors University
Grace O’Mara, CRPC®, is a full-time financial advisor on our Wealth Management team. She has extensive experience in the financial services industry, including more than three years as our Licensed Sales Assistant. Grace loves to foster lasting relationships with her clients and has the expertise to help them with many aspects of financial planning.
|Client service philosophy
“My passion is helping members identify goals and plan for their financial futures. I approach financial planning with a balance of compassion, sensibility, and financial acumen to provide members with confidence as they transition to new life stages.”
|More about Grace
When she’s not working with clients, Grace enjoys walks with her dog, baking, playing volleyball, and spending time with her family and friends.
Financial Advisor, CUSO Financial Services, L.P. at Advantis Credit Union
FINRA Series 7 and 66 Securities licenses
Oregon Life and Health licenses (#18757223)
Chartered Retirement Planning Counselor (CRPC®)
B.S. Business and Ethics, Bentley University
experience in the financial services industry, he is still constantly striving to learn more in order to
best serve our members and support our financial advisors.
|Cody’s client service philosophy:
"I am constantly striving to provide our members with the most efficient and professional service possible. I am happy to get the chance to participate in improving the financial lives of our members."
|More about Cody
Cody loves living in Portland and is proud to work with the members of our community. When out of the office, he enjoys playing guitar and expanding his record collection. Cody is an enthusiast of college football, trivia and folk music.