SELCO Community Credit Union’s Investment & Retirement Services Promotes Josh Lusby and Caleb Pickering

Ore.-based SELCO Community Credit Union has promoted Josh Lusby and Caleb Pickering to new roles within SELCO Investment & Retirement Services, available through CUSO Financial Services, LP (CFS)*. Lusby is now a CFS Wealth Advisor, while Pickering was promoted up to CFS Financial Advisor. Lusby will operate out of SELCO’s Gateway Branch in Springfield, Ore., while Pickering is based at SELCO’s Santa Clara Branch in Eugene, Ore.

A native of Tillamook, Ore., Lusby has worked for SELCO since 2007 and delivered financial planning services to clients as a CFS Financial Advisor with SELCO Investment & Retirement Services since 2015. In 2019, he completed the CFP® Board Examination and obtained his Certified Financial Planner™ certification.

SELCO Josh Lusby

Josh Lusby

“We are thrilled that Josh is stepping into the Wealth Advisor role,” said Steve McIntire, Senior Vice President of Enterprise Risk & General Counsel for SELCO. “His dedication to our members is unwavering, providing comprehensive financial planning and retirement planning and developing investment strategies that secure the best financial future for our clients.”

Born and raised in Eugene, Pickering graduated from the University of Oregon in 2021 with a bachelor’s degree in economics. Since graduation, he has been on the fast track to becoming a financial advisor, joining SELCO Investment & Retirement Services in 2022 as an Investment Consultant, moving up to Financial Consultant in 2024, and now settling in as a Financial Advisor.

SELCO Caleb Pickering

Caleb Pickering

“We are delighted with Caleb’s promotion to Financial Advisor,” McIntire said. “Caleb is committed to helping our members understand their options and work toward their short- and long-term goals, no matter where they are in their financial journey.”

*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. Non-deposit investment 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. SELCO Community Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Posted in Leadership, Oregon, Regional Member News.