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Accomplished executive with over 20 years of experience as a results-driven, decisive leader with proven success in both the Credit Union industry and in Credit Union management including: Executive Management; Efficiency / Process Review; Operations;

Consumer and Commercial Lending; Board Relations and Development; Business Development; Accounting; Finance; Asset Liability Management; Corporate Real Estate; Strategic Planning; and Sales Management. Proven success at formulating innovative strategies, financial goals, and strategic plans to produce dramatic increases in growth and efficiency.


In today’s environment of increased competition, squeezed margins and increased regulatory burden, there never seems to be enough resources to really focus on strategic initiatives, projects and process improvement. There are times when it would be beneficial to have executive level help for a period time to help focus on these things without the bringing someone on with full time salary and benefits. This has been my experience having been a credit union executive for credit unions ranging in size from $85 million to $500 million in assets. With over 20 years of experience in all areas of credit union operations, we can work together to create a plan that will help to reduce costs, increase efficiencies, and provide needed assistance while helping you have more time to focus on strategy and day to day operations.

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To discuss your organization's specific needs, please call or email.






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