Meet our Team

We're invested in your success

Stephanie Nelson Senior Financial Advisor CUSO Financial Services, L.P. 503.525.8705 800.527.3932 ext. 5355 Fax: 503.641.8114 12450 SW Walker Rd. Beaverton, OR 97005 Email Stephanie	Stephanie Nelson, a Senior Financial Advisor registered through CUSO Financial Services, L.P.*, has served OnPoint members for over five years assisting them in reaching their financial goals. Stephanie takes the time to learn about the members she serves and to develop a plan based on their specific concerns, time horizons, risk tolerance, life circumstances and financial goals. Once she has learned about your specific needs, Stephanie will work with you to understand different options available to help you meet your financial goals and implement a strategy with the sole intent of putting you in the best financial situation possible. Stephanie started her career over 11 years ago as a stock trader and transitioned into working with mutual funds, insurance instruments and other advanced investment strategies. She has extensive experience with a vast majority of different investment instruments and strategies and this allows her to bring more options and creative solutions to the members she serves. Stephanie is fully licensed with Series 7 and 65, and has an Oregon Insurance License. She can assist members in Oregon, California, Alaska, Hawaii, Kansas, Massachusetts, Montana, Utah, and Washington.
Daniel Bartosz Financial Advisor CUSO Financial Services, L.P. 503.525.8725 800.527.3932 ext. 5304 Fax: 503.513.7759 11750 SE 82nd Ave. Portland, OR 97086 Email Daniel	Daniel Bartosz, a Financial Advisor registered through CUSO Financial Services, L.P.*, has served individuals in the financial services arena for eight years including five years proudly serving the members of OnPoint. As a Financial Advisor, Daniel works with members to help them reach their financial goals. When working with a member, Daniel first takes the time to acquire a complete and accurate understanding of the member’s financial situation. This understanding of your specific situation then allows Daniel to help you formulate a comprehensive investment strategy. Daniel holds Bachelor degrees from the University of Idaho in Agricultural Economics and Business. He also holds Series 7 and 66 securities licenses. Daniel maintains a life insurance license in the state of Oregon and is able to assist members in Oregon, Washington, and California. Daniel is an Oregon native and currently lives in Portland. In his spare time, he enjoys competitive road running and has completed numerous races with distances ranging from one mile up to a marathon.
Michael Volk Investment Representative CUSO Financial Services, L.P. 503.525.8728 800.527.3932 ext. 5305 Fax: 503.273.1702 1720 NE 9th Ave. Portland, OR 97212 Email Michael	Michael Volk has been serving the needs of OnPoint since the credit union began providing investment services in 2004. With this experience, Michael has over 10 years of professional experience in personal investing. As a Registered Representative of CUSO Financial Services, L.P.*, Michael provides members with a full range of product solutions to meet your financial needs. He has the advanced skills and tools to properly analyze your current finances and explain your situation and investment solutions in basic and understandable terms. Michael holds a Bachelor’s degree and Master’s degree from the University of Wisconsin, with his graduate education in Business. He currently holds FINRA securities licenses Series 7 and 63 and life insurance licenses in Oregon and Washington. Michael is able to assist members in Alaska, Hawaii, Oregon, and Washington. Michael lives in Portland with his wife and two children. In his free time, he enjoys spending time outdoors hiking and gardening.

*Investment products and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor, are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Investment Representatives are employees of OnPoint Credit Union and registered through CFS. (Member FINRA/SIPC).