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I first joined Rogue Credit Union in March 2006. I have worked in the financial services industry since the early nineties. I currently hold the FINRA Series 7, 66 and 24 licenses as well as the State of Oregon Life and Health Insurance licenses. I grew up in New Zealand from the age of five to fourteen before moving back to the United States in 1982. I went to High School in Colorado and then served in the U.S. Navy for four years. I received my Bachelor’s in Ministry from Nazarene Bible College and I am currently enrolled in the Certified Financial Planner curriculum through Kaplan and plan on sitting for the CFP® exam in November, 2018.

I believe that Rogue Investment Services available through CFS can best serve the community by helping the members of the credit union prepare financially for all of life’s big events. By having advisors and assistants that truly care about helping our members we can earn the confidence of the community and provide financial advice and support that is in the best interests of our clients. Having worked as an assistant, a Financial Advisor and currently as the head of the department I have a comprehensive understanding of what our members are looking for when it comes to Financial Planning and Investment Services.

Our team members at Rogue Investment Services are all employees of Rogue Credit Union and our broker/dealer is CUSO Financial Services, L.P., who we have worked with as our partner for almost fifteen years. My current role is to oversee our team that manages over $185 million in assets and has over 2,000 members of Rogue Credit Union as our clients.

I have been married for almost twenty years to my wife, Brigette; we have two children. We have lived in Southern Oregon since 2004. I am involved in the community as a Lay Minister at St. Andrew’s Anglican Church in Jacksonville, help coach my son’s Jr. Spartans hockey team, and help my daughter in her 4H activities. I enjoy gardening, playing ice hockey, and spending time with my family. 

*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. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

I take pride in helping my clients try to create, grow and guard their personal and family financial independence. Before graduating from Rogue River High School, I had already become an avid student of success philosophy. I turned this passion into a lifetime avocation of learning how to enjoy health,wealth and wisdom. I have lived most of my life in the Rogue Valley, I have served as a Student Manager, VISA Division Manager, Purchasing Agent, Merchandise Manager, Operations Manager, and Sales Manager for various businesses. I reentered the Financial Services profession in 1992, and for over 18 years has served the members of Rogue Credit Union as a Financial Advisor through CUSO Financial Services, L.P*.

I believe that money is meant to bring value to your life, not the other way around. The decisions people make should be based on sound logic, and beneficial to their core beliefs and values. I like to help make sometimes complex topics, easily understood and try to help my clients understand their financial strategies. I help my clients manage their investment portfolios containing mutual funds, annuities and other investment and insurance products.

I have been married for more than thirty years to my wife, Carol who also graduated from high school locally. We remain close to our daughter Calley who is in her late twenties and is employed in the medical field here in the Rogue Valley. Carol and I both love the creeks, streams and rivers that flow through the mountains and valleys of Southern Oregon. The nearby Pacific Ocean coastal area and mountain lakes are favorite vacation spots.

I graduated from Southern Oregon University with a Bachelor of Science in Business Administration. I hold the Chartered Retirement Planning Counselor (CRPC)®, designation from the College for Financial Planning®. I am a Qualifying and Life member of the Million Dollar Round table (MDRT), The Premier Association of Financial Professionals®, with 15 consecutive qualifying years**. I am a Past President of the National Association of Insurance and Financial Advisors (NAIFA) Rogue Valley.

*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. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

**Membership in the 2015 Round Table is based on production equal to or greater than $92,000 in eligible commissions paid or $184,000 paid premium earned or $158,000 in annual gross income during 2014. An individual becomes a Qualifying and Life member when approved for the 10th year of membership.

Keffe Dillon has been with Rogue Credit Union since they came to the coast in 2013. He previously worked for Chetco Federal CU in Harbor. He is registered through CUSO Financial Services, L.P.* He holds the FINRA Series 7 and 66 licenses. He also holds the State of Oregon Life and Health Insurance licenses. Keffe graduated from High School in Crescent City, Ca and attended Truckee Meadows Community College.

Keffe enjoys getting to know people in the community and helping them to reach their retirement and investing goals. He believes that truly listening to the member and understanding what it is that they want for the future is essential to making responsible recommendations. There are many options available to suit any investment needs and Keffe will help you find what is right for your situation.

Keffe grew up in Crescent City, Ca. and, after a short stay in Reno, Nv. to attend college, he has been in Brookings since 1990. He has worked as a store manager for both Price n Pride and Ray’s Markets. He also owned a restaurant in Brookings called The Hunger Stop. Keffe has been married to his wife Theresa since 2006 and they have three children, Jeff, Josie and Travis. Keffe is a lifelong resident in the area and enjoys hiking our coastal trails and camping up the Chetco River. Being here to stay, I look forward to building a strong relationship with those I can help.

*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. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

I enjoy spending time with my wife and three children, exploring new adventures in the beautiful Rogue Valley. I love football and rugby, and enjoy getting outdoors when time allows. I am also a geek who loves technology and computers, and I also enjoy reading in my spare time. I love anything that provides a challenge, and I enjoy the personal growth that comes from those experiences. My adventurous side is always battling my practical side, but one thing I have always wanted to do is go skydiving.

I have been licensed and working in the financial securities industry for many years now, most of which I have been employed at Rogue Credit Union. I love working at Rogue Credit Union because it allows me to feel confident in the solutions and service we provide, as I am driven by the integrity and guiding values that we as an organization strive to provide to every member whom we serve. I enjoy meeting new people and getting to know them and provide them with personalized service as we discuss their various financial service needs. I love the Rogue Valley and I am excited to continue to serve our members at Rogue Credit Union for years to come.

*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. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Working for Rogue Credit Union as a CFS Financial Advisor has been a dream come true for me. My husband and I moved to the Rogue Valley from Sonoma County California in the fall of 2005 and have known it was our ‘home’ ever since.

I have always loved helping people find the best financial solution for whatever circumstance they maybe experiencing. My first career in the Rogue Valley was as a Farmers Insurance Agent. After learning that I wanted even more of a financial relationship with my clients, I move d to the banking industry totry and find a home where I could best serve my clients. Bank of America, US Bank and Wells Fargo were all wonderful learning experiences for me and I gained some valuable knowledge from my time there.Fortunately a few years ago I was blessed to be able to call Rogue Credit Union my new home! And I have never looked back.

My passions are education and community development. I have previously been active in both Rotary and Chamber of Commerce; however, recently after completing my MBA in Business Leadership, I have turned my attention toward Financial Planning designations and additional educational learning for the purposes of helping to educate the community I serve. I hold the CFP® designation** and vow to always act in my client’s best interest when offering advice of any kind.

My hope is to add value to each Rogue Member that I have the wonderful opportunity to get to know.As a CFS Financial Advisor for Rogue Credit Union I strive to get to know our members and learn about their hopes and dreams for their families, retirement and legacy building. This is a strong foundation that must be built before investment recommendations can be made.

*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. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.