Team

Andrew has spent his entire career in the financial services industry. He began designing financial strategies for individuals and businesses in 1995, then moved to designing Executive Benefit plans for Community Banks while working...

Michael Blank is the President of The Sheeter Group and has over 20 years of insurance and financial services experience, specializing in non-qualified deferred compensation and succession planning specifically for...

Jay is an experienced executive benefits consultant and has worked in the financial services industry since 1988. He specializes in the design, implementation, financing and ongoing administrative support of supplemental executive...

David, a Certified Financial Planner (CFP®), got his start in the financial services industry as a financial advisor for high net worth clients for one of the largest banks in the country. He was introduced to the credit union...

Rob Fitzgerald has over 17 years of experience in the financial services industry. He specializes in working with credit unions to design, implement, and monitor executive benefit programs. Rob works closely with credit union boards to...

Having grown up in Minnesota with a family that included several career bankers, Paul wanted to pursue a vocation that was related to the banking industry. After graduating from Minnesota State University - Mankato with a degree in...

Jacquie holds a Bachelor of Science degree in Finance from the Kelley School of Business at Indiana University. She began her credit union career at Electricians Federal Credit Union in San Diego in the late 1980's. An accomplished...

As Vice President of Administration, Rasheeda develops, assembles and ensures timely delivery of client materials relative to all administrative projects. She is committed to both the quality and high standards of client service that...