I can help your credit union grow.

Learn about my retainer program for Marketing & Operations Support.

  • Increase Loans

  • Grow your Membership

  • Compliant Marketing

  • Vendor Negotiations

  • Proven Campaigns

  • Small CU Grant Assistance

  • Core Conversion Assistance

  • Technical Support

How can I help?

Marketing + Operations

Your marketing projects need more than visuals and content in place. Projects also often need processes, forms, flow, staff guides and written procedures. My experience helps you complete the whole picture.

Communication

I am available via phone, zoom, chat, and email. If your team uses Microsoft Teams - you can add me to your team as a guest for secure file sharing and quick communication.

Ongoing Retainer Based Help

I work with a limited number of credit unions on a monthly retainer basis with a 6-12 month minimum agreement in place. My longest running client has been working with me since 2008!

Am I the right fit for you?

I’d love to speak with you about your credit union. Please reach out to me. My calendar is live online. You can choose the best time for you to talk.