"Andy worked extensively with my board to develop a benefit plan that we could both agree upon. We chose to work with Andy because of his knowledge of executive benefit plans, his ability to work with my board, and his commitment to providing great
RANDY SMITH, PRESIDENT/CEO
TLC COMMUNITY CREDIT UNION, ADRIAN, MI
"We were unhappy with the performance and the level of service that we were receiving from our prior agent so we turned to Andy to help us with our plan. Andy was able to redesign our plan and bring it up to date and “in-line” with the benefits that my peers are
ROBERT DELANEY, PRESIDENT/CEO
GOLD COAST FCU, WEST PALM BEACH, FL
"It has been a privilege to work with The Sheeter Group. The combination of deep knowledge and expertise, coupled with professionalism and clear communication have differentiated this company from all others. Their ability to skillfully work with Executives and Boards ensures quality decision-making for all parties. We are very appreciative of their services."
SHRUTI MIYASHIRO CEO
ORANGE COUNTY’S CU, SANTA ANA, CA
"Andy delivered where others couldn’t. Other agents were focused on what they wanted me to have. Andy listened and he designed a plan that worked for me, a plan I felt comfortable presenting to my Board."
KEN BRADSHAW, PRESIDENT/CEO
LIBERTY FIRST CREDIT UNION, LINCOLN, NE
"Andy was patient during the plan design process and delivered a plan funding design that fit what we were looking to accomplish with our Executive Benefit Plan. We chose to work with Andy because of his straightforward and honest approach to explaining our benefit funding options. We are confident that Andy will keep us abreast of market conditions and help us to maximize the potential of our plan."
CHERYL DEBOER, PRESIDENT/CEO
FIRST COMMUNITY FCU, PARCHMENT, MI
"We evaluated several agents for our Executive Benefit Plan and felt that Andy was the most knowledgeable and professional. Andy worked effectively with my Board to design a comprehensive Executive Benefit Program that provided an attractive retirement benefit for our CEO."
JERRY LOCKE, CHAIRMAN OF THE BOARD
INSIGHT FINANCIAL CREDIT UNION
"Our Credit Union was looking for an executive benefits specialist to assist us with our existing executive benefit plan. Finding someone who had specific experience with credit unions was important. We chose to work with Andy because he had worked with credit unions and allowed us to use our original funding investments."
BRENDA OWENSBY, PHD, SPHR,
VP OF HUMAN RESOURCES
ORNL FCU, OAK RIDGE, TN
These are the views of a group of The Sheeter Financial Groups brokerage clients. Their views may not be representative of the views of other clients and are not indicative of future performance or success.