Advantis Wealth Management

Available through CUSO Financial Services, L.P.
We can help you solidify your financial future

Wealth Management

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.


Schedule a Consultation    Meet our CFS* Advisors

Check the background of this firm on FINRA’s BrokerCheck
(Search for “CUSO Financial Services”)

Advantis Wealth Management services:


Light bulb with dollar sign inside icon 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.
Game plan icon 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.
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Investment management 
We can help you choose and manage investments that support your retirement goals and life stages. Get help creating an investment strategy that suits you, including managed IRA and employer plans, full service brokerage accounts, rollovers, and insurance if needed.
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Wealth transfer strategies**
We can help you plan how to most efficiently pass your assets on to your loved ones. Develop a goals-based estate plan and manage your assets in trust, with regular reviews of your beneficiary designations and asset titling.
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Qualified retirement plan rollovers*** 
We can facilitate rollovers of 401k, 457, IAP, IRA and other qualified plans, and manage them at costs that may be lower than your old accounts. We offer a variety of financial planning products customized to fit your unique needs. You get easier, consolidated account management with convenient online access and local service from an experienced financial adviser.
Insurance icon 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



*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. **CUSO Financial Services, L.P. (CFS) and its Registered Representatives do not provide tax or legal advice. Clients should obtain their own independent tax and legal advice based on their particular circumstances. ***Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA, an investor should consider various factors, including but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. 


Meet the Advantis Wealth Management Team

(click on photo to view bio)

Matt Russell, CFP® CRPC®, is a CERTIFIED FINANCIAL PLANNERTM professional and seasoned CFS* investment advisor at Advantis Credit Union, serving in the Financial Sector for over 18 years.  He brings a wide breadth of financial planning experience and education, which has helped his clients reach for their goals with confidence.

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.  

Qualifications:

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 



Andrew Eggert is a CFS* Wealth Management Investment Advisor at Advantis Credit Union, helping clients with their finances for over a decade. He combines financial knowledge, experience and education to help his clients plan towards and achieve their goals with confidence, throughout a variety of market conditions and life circumstances.  He draws on his diverse skillset to help clients both prepare for and persevere through anticipated and unexpected life events.

With a commitment to his clients and his community, Andrew serves on a charitable board and volunteers extensively with families in the foster care system.  With a personalized approach towards holistic financial wellness, Andrew draws on his diverse experiences to help clients grow, maintain and pass on their wealth.  If you are looking for a financial professional who truly listens to you and educates you regarding your choices and risks, setup a time to connect with Andrew.


Andrew’s financial philosophy:
“I help our members achieve and stress test their financial wellness through efficient strategies, keeping in mind that over time your goals may change. By understanding your full balance sheet of assets, liabilities, protection and liquidity I help you be more informed and confident about your money.”		           “Renaissance Man”
Andrew has lived in the Pacific Northwest more than 15 years. In addition to his extensive financial background, Andrew’s diverse experiences include professional chef, family farmer, experienced SCUBA diver, community volunteer, and Alzheimer’s care giver. His other passions include music, real estate, outdoor recreation and adventure travel.

Qualifications:
FINRA Series 7, 63 & 65 Securities Licenses
State Life and Health Insurance licenses
Speaks English and Spanish

Cody Warnes serves as the Sales Assistant on our Wealth Management team. With five years of
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.

Qualifications:
B.A. History, University of Oregon























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