If you are in need of retirement/financial counseling, you can contact our following representatives:

Fidelity
Justin Blatny
Schedule Appointment: https://nb.fidelity.com/public/nb/opurp/contactus/schedule-a-meeting
Email: Justin.Blatny@fmr.com
Phone: 503-278-0414

TIAA
AJ Martinez, CFP
Financial Consultant | TIAA Financial Solutions
Schedule Appointment (virtual or in-person): http://www.tiaa.org/schedulenow
Email: AMartinez@tiaa.org
Phone: 503-265-3905
General Inbox: OregonCounseling@tiaa.org

Ian Rothrock – Yo hablo español
Financial Consultant | TIAA Financial Solutions
Schedule Appointment (virtual): http://www.tiaa.org/schedulenow
Email: Ian.Rothrock@tiaa.org
Phone: 720-572-6595

Oregon Savings Growth 457 Plan (OSGP)
Charles Yu
OSGP Representative
Email: Charles.yu@voya.com
Phone: 503-997-3412
Website: www.growyourtomorrow.com/reps

Independent Financial Planner - OSU Beyond Benefits
Beyond Benefits, our new Employee Assistance Program (EAP), can connect you with an independent financial planner who can provide you with retirement/financial counseling. For more information, please visit the Beyond Benefits webpage at: https://beav.es/beyond-benefits

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