No other team possesses more interest in your success.
John is the President & CEO of OBS Financial. His previous experience began nearly twenty years ago with CUNA Mutual Group in Madison, WI. He held the position of Senior VP, Members Financial Services & Member Sales from 2002-2006. He held leadership roles in strategy development, execution of sales and product distribution of insurance and brokerage services to retail customers through financial institutions, such as credit unions. He has extensive experience in the financial services industry and the delivery of insurance and brokerage products; especially in the credit union and bank channel.
John holds a Bachelor’s Degree in Economics from The University of Toledo. He currently holds his FINRA Series 65 license and has previously held FINRA Series 7 and Series 24 Securities Registrations. Throughout the years, John has served on numerous boards including: Credential Securities (Director) 2003-2006, Members Trust Company (Director) 2002-2006, CUNA Brokerage Services (Director) 2000-2006.
Catherine Farley has an impressive background in business process improvement, cost reduction, change management, and mergers and acquisitions. She most recently served as the Chief Financial Officer and Treasurer for Telemus Capital Partners, LLC, a privately held investment firm. At Telemus, Catherine led mergers and acquisitions, accounting, finance, human resources, information technology, performance reporting and billing, and various strategic initiatives. She also managed various aspects of operations, compliance, and clearing firm relationships during her tenure.
Prior to joining Telemus, Catherine was the Chief Financial Officer of H&R Block Financial Advisors and held various other roles when it was OLDE Discount Corporation. She was also an Allied Member of the New York Stock Exchange.
Catherine joined OBS in 2013. She holds a Bachelor of Business Administration with an emphasis in Accounting from the University of Michigan, Ross School of Business. She is also a graduate of the Wharton Securities Industry Institute Leadership Program. Catherine currently holds a FINRA Series 65 license and has previously held FINRA Series 7, Series 24, Series 27, Series 53, and Series 55 licenses. Catherine is also a Certified Public Accountant.
Bob leads our Relationship Management Team and serves as the contact for all OBS retail programs, to ensure they have the support they need to effectively meet their financial goals. Bob brings 30 years of industry experience and a successful track record in the growth and development of financial sales and service.
Prior to OBS, Bob led the Wealth Management Program at Columbia Credit Union where he managed the program from a transaction program to a relationship based program. Bob also spent time at both TD Bank and CitiBank. At TD, he served as the National Sales Manager Role building out their Mass Affluent Program, which partnered extensively with both TD AMERITRADE and TD Wealth, USA. While at CitiBank, Bob led the De-Novo Retail Bank Expansion effort in Northern Virginia. Bob spent 15 years at CUNA Mutual Group serving in various leadership roles, including District Sales Manager for NAVY FCU and Regional Vice President of Investments and Insurance for the Southeast and Southwest Marketing Division.
Bob attended the University of Oregon and Upper Iowa University, where he graduated Magna Cum Laude with a degree in Business Administration. He previously held Series 7, 24, and 63, & various State Life and Health Insurance Licenses.
Outside of OBS, Bob enjoys spending quality time with his wife traveling, doing outdoor activities throughout the Pacific Northwest, and cheering on the Oregon Ducks. Bob also serves as a Board Member for a Clark County Non-Profit and mentors University of Oregon athletes.
Scott Powell is the Chief Investment Officer of OBS Financial. With over 25 years of experience in the financial services industry, Scott leads the OBS investment team as well as being an active member of the executive and investment committees.
Before joining OBS, Scott was responsible for leading the MEMBERS Capital Advisors public securities team and providing guidance for overall general account portfolio strategy. As Managing Director General Account Investments, Scott was integral in developing, communicating, and implementing investment strategies for the general account portfolios; overseeing outside sub-advisor relationships, providing various communications and articles on the economy and the stock and bond markets; and serving as a senior member of the MCA management team.
Before MCA, Scott was a partner at Virchow Krause LP, where he led the $1 billion wealth management subsidiary including chairing the investment asset allocation and selection committee. Prior to that, Scott was Vice President-Investments at Jacobus Wealth Management, Inc., a multi-client family office, where he directed the manager of managers program and was responsible for client asset allocation and manager selection. Previously, Scott held portfolio liaison and sales-focused positions at T Rowe Price Associates and Heartland Advisors and spent 10 years with CIMCO and the CUNA Mutual Group, where he was instrumental in the creation of MEMBERS Mutual Funds.
Scott received his MBA in Finance and BS from the University of Wisconsin, and he is a graduate of the Purdue Management School. He is a member of the Madison Chapter of the CFA Institute. Scott earned the Chartered Financial Analyst designation in 1996 and holds NASD Series 7, 63, 24, 65, and 53 registrations.