I have been dedicated to the credit union movement since 1985 and have been blessed to work for several outstanding credit unions. Three years ago I went out on my own as a consultant - exclusively focused to serve small and mid-size credit unions. Today, I am the trusted advisor to more than 40 small and mid-sized credit unions across the U.S.
Why I Do What I Do
It's simple, involvement in the credit union movement is the best way I have learned to live my life. Approximately 2,300 years ago, Aristotle taught that ethics are to understand the good and attain it, not for an individual alone, but for a whole people.
The greatest need in the movement today is affordable support and resources for smaller credit unions. Small and mid-sized credit unions face challenges in a way that larger credit union's don't. Operational, competitive and compliance pressures are great.
What I Do
Provide affordable access to expertise and resources that help credit unions. Most of my clients consider me an extension of their management team. Services include:
- Strategic Planning: Comprehensive board retreats, long-term roadmaps, and growth strategies.
- Compliance & BSA/AML: Independent testing, policy reviews, and regulatory exam readiness.
- Program Development: Turnkey lending, marketing, and operational programs.
- Special Projects: CDCI secondary capital, CDFI grant awards, and net worth restoration.
"CU Partner's hands-on experience and deep understanding of credit union philosophy helped us navigate complex regulatory changes while growing our member base."
Thanks for taking the time to visit. I hope that you will read on to learn more about my vision for our movement and what I do to help credit unions.
Cooperatively yours,
CU Partner