I lead Summit Credit Union, the largest credit union in Wisconsin. Since I became CEO/President in 2002, we have grown from $200 million in assets to over $7 billion, with more than 900 employees serving a quarter million+ members. I am honored to have worked with pioneers in the credit union movement in Wisconsin for almost three decades. At Summit, we focus on financial wellness, particularly helping women avoid poverty in retirement through our Equity in Money™ initiative for sustainable change. We contribute to our members’ financial strength and wellness through support of home ownership and business lending and services. Since 2020, Summit has been the No. 1 mortgage lender in Wisconsin. We have been the Small Business Administration’s No. 1 credit union lender since 2011. Our talented teams have helped us build high member engagement through our financial empowerment programs and a culture of fun and celebration. We are designated as a Top Workplace in our market areas and nationally. At Summit, we believe anyone can succeed financially, and I love hearing about the impacts our incredible team makes every day in the lives of our members.
Listed skills include Leadership, Strategic Planning, Marketing, Strategy, and 42 others.