Broker Check

(407) 217-2301

Executive Benefit Plans to Recruit, Retain, and Reward Upcoming Events

Think About It.

Let’s Lay a Solid Foundation for Your Future

1
2
3

FEATURED CONTENT

Don’t Let Your Credit Union Flatline

With the aging of the baby boomers, we are seeing a tidal wave of credit union CEO retirements.

Despite seeing great progress in the credit union movement, we find that many boards of directors are unprepared and have not planned adequately for a CEO’s pending retirement. Some boards will wait until the day comes and then go into reactive mode.

Progressive credit unions address these transitions years in advance. It involves a comprehensive succession/leadership continuity plan. While many credit unions have an existing succession plan, these tend to be reactive in nature: In case of emergency, break the glass

READ MORE

THE SHEETER GROUP AND THE TARJOMAN RELIEF MISSION


Tarjamon Relief's Gonzalo Lassally and Will Felder, who served together in Afghanistan in the mid-2000s, -- along with The Sheeter Group’s CEO, Andy Sheeter – share how they have helped many Afghan interpreters and their families escape the country to a neighboring country and then wait for passage to the United States. This interview goes into depth on how these Afghan interpreters risked their lives to help the U.S. Military and how The Sheeter Group’s contribution to the Tarjoman Relief mission has helped these same brave people in return.



Our History

Years of experience working directly and exclusively with Credit Unions.

Learn more

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our Commitment

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Welcome to The Sheeter Group

Your Needs. 

Our Goals.

The Sheeter Group works exclusively with Credit Unions creating Executive Benefit Plans to recruit, retain and reward top-notch talent. We also design Expense-Offset Plans and specialized Director benefits.

These are our strengths:

EDUCATION. Your decision-makers move forward with confidence when they are knowledgeable. Get informed in plain English.

PLANS. Your Credit Union is unlike any other. We get it. We offer tailored plans, unique to your Credit Union.

COMPLIANCE. We know what regulators want, today and ongoing. Their preferences can be a moving target and we keep you informed.

SERVICE. Credit Unions leave other providers to come to us. We have never lost a client to a competitor.

Learn More

Hello There.

Meet Our Team

Get Ahead.

Check Out Our FAQs and Events

Andrew Sheeter

Andrew Sheeter

MBA, CEO

(407) 217-2301

Michael Blank

Michael T. Blank

President

(678) 777-2227

Jay Petty

Jay Petty

Executive Vice President - West

(760) 504-5685

David Linville

David W. Linville

Executive Vice President - North

(513) 404-7030

Rob Fitzgerald

Rob Fitzgerald

Executive Vice President - South

(704) 284-4855

Jennifer Jackson

Jennifer Jackson

Executive Vice President - East

(704) 685-1162

Cliff Kwartner

Cliff Kwartner

Regional Sales Manager

(516) 945-4457

Paul Bondhus

Paul Bondhus

VP of Plan Design and Administration

(507) 334-0266

Jacquie Mix

Jacqueline Mix

Sales Analyst

(812) 361-7381

Scott Ginsburg

Scott Ginsburg

Sales Analyst

(301) 355-5835

Rasheeda Pierre

Rasheeda Pierre

VP of Administration

(407) 463-1979

Shierly Siregar

Shierly Siregar

VP of Client Experience

(301) 355-5850

Andrea Collins

Andrea Collins

Associate Director of Marketing

(678) 373-6463

Have a Question

Thank you! Oops!