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Serving Servant Leaders Behind The Credit Union Movement

The health and performance of your credit union rely heavily on your financial wellness as an executive. We specialize in helping you build a strong financial planning foundation using deep industry knowledge and shared ethics so you can successfully drive your teams, membership, and the credit union movement forward.

Our credit union clients control $15.75B in member assets and 1.25M member accounts (as of January 2021).

 

Specialized Financial Guidance for Credit Union Executives

We believe in the credit union movement and have made it our mission to help those at the helm: credit union executives. For over 20 years, we’ve provided investment management and financial planning services to help CU leaders thrive, sharing specialized knowledge about your executive benefits and retirement plans, including 457(b) and collateral assignment split dollar. We do not sell 457(b), 457(f), or CASD plans, allowing us to give objective, analytical advice without a conflict of interest. Let us help you optimize your financial performance and confidence.

Managing Complexity Through Strategic Plan Design

Your finances reach another level when you advance to the C-Suite. We build strategic financial plans to help you manage financial complexities over your lifetime. We analyze your investments, and chart a path toward your financial goals. In collaboration, we can work to position your finances for growth and security- similarly to how you lead and strengthen your credit union every day.

Strategic Plans With Total Financial Review For You And Your C-Suite

We oversee your risk, analyze your investment, and chart a path towards your financial goals. Get the basics with our ACT on Demand subscription planning package. Or, upgrade to our Complete Package and experience fully customized implementation in your ecosystem.

 

Our webinars and email newsletter offer additional resources and support that speak to your unique needs as a CU exec. Sign up and never miss an update from our team. Sign Up

 

MEET OUR TEAM

Doug English, CFP®
CERTIFIED FINANCIAL PLANNER™
Doug has been in the financial industry for more than 20 years with 18 years as a CERTIFIED FINANCIAL PLANNER™. Doug has an MBA in finance from RIT and has attended executive education classes at MIT and at YALE.

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Wes Johnson, CFP®
CERTIFIED FINANCIAL PLANNER™
Wes Johnson has been a Financial Planner for more than 15 years and is a CERTIFIED FINANCIAL PLANNER™ Practitioner. He graduated from UNC at Chapel Hill with a B.S. in Business Administration in 1996.

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James E. Gowan
Senior Credit Union Executive Consultant
Jim primarily helps credit unions looking to incorporate financial wellness strategies into their C-Suites. Jim has over 30 years experience in the CU industry.

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Paul Lloyd, CFP®
CERTIFIED FINANCIAL PLANNER™
Paul has been in the financial industry for more than 17 years with over 13 years as a CERTIFIED FINANCIAL PLANNER™. Paul works with advisors and clients to craft personal strategic financial plans.

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Nicolette Speziale, CFP®
Operations Manager
Nicolette is responsible for day-to-day operations and administration of client service, financial planning, and marketing teams.

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Jennifer English
Chief Compliance Officer
Jennifer is responsible for risk management within the organization, and ensures compliance with laws, regulatory requirements, and policies and procedures.

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Pat Latta
Associate Wealth Advisor
With over 20 years in the financial services industry, Pat’s experience and knowledge make him a valuable resource for his clients. He specializes in retirement planning.

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Tim Mowrey, CFP®
CERTIFIED FINANCIAL PLANNER™
With over 25 years experience as a financial advisor, Tim's objective is to be the financial “family practitioner” for his clients by developing close relationships, and ensuring their long-term financial health.

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Liz Dickinson
Client Service Specialist
Liz is responsible for all aspects of client care and account operations, ensuring proactive and exceptional service for each client.

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