Our Clients

Partial List, Past and Present

* Repeat Clients

Community Banks

1st Summit Bank, PA
Andover Bank
Bremer Financial Corporation
Citizens Bank, Tennessee
Ephrata National Bank
Farmers Citizens Bank, Ohio
First Federal Bank of Florida
Firstar Bank of Minnesota
Fresno Madera Farm Credit*
Rockford Bank and Trust*
Town & Country Bank, Illinois*
Skowhegan Savings Bank

Bank Associations

American Bankers Association*
Financial Managers Society
Illinois Bankers Association*
Iowa Bankers Association*
Jack Henry Banking
Maryland Bankers Association
Massachusetts Bankers Association*
Michigan Bankers Association
New York Bankers Association*
Oklahoma Bankers Association
Ohio Bankers Association*
Pennsylvania Bankers Association*
Tennessee Bankers Association*
Texas Bankers Association*
Virginia Bankers Association*
Wisconsin Bankers Association*

Large Banks

Bank of America*
BBVA Compass Bank*
Federal Home Loan Bank
First Bank
First Premier Bank
First Tennessee Bank*
Meridian Bank
SunTrust Bank
Union Bank of California
Wells Fargo Bank
Wells Fargo Home Mortgage

Insurance and Investment

American Family Insurance, Inc.
Ameriprise Financial*
Association of Financial Marketing Professionals
Aviva Insurance
Brokerage Unlimited, Inc.
Financial Network*
First Horizon Corp.*
Inland Empire Association of Health Underwriters (IEAHU)
Investment Centers of America*
Jackson National Life*
Legacy Marketing Group*
MarketShare Financial
National Association of Health Underwriters (NAHU)
National Association of Independent Life Brokerage Agencies*
Raymond James
Transamerica Insurance
Westwood Insurance*
Zenith Marketing Group

Credit Unions

Arlington Community Federal Credit Union*
BayPort Credit Union*
CommonWealth Central Credit Union*
Community Financial Credit Union*
Firstmark Credit Union
Great Lakes Credit Union
Heritage Credit Union
IH Mississippi Valley Credit Union
Leaders Credit Union
Mountain America Credit Union
Neighborhood Credit Union
North Island Credit Union*
Nymeo Credit Union
Numerica Credit Union*
SACU (San Antonio Credit Union)
San Diego County Credit Union
Santa Clara County Federal Credit Union
Windsor Family Credit Union (Canada)
WESTconsin Credit Union

Credit Union Associations

Alabama Credit Union League
California Credit Union League*
Colorado Credit Union League
Credit Union Executives Society
Credit Union Lenders Association (Canada)
Credit Union National Association*
District of Columbia Credit Union League*
Texas Credit Union League* (Cornerstone CUL)
Virginia Credit Union League Marketing Council

* Repeat Clients

Services provided to these organizations include training, consulting and/or speaking/facilitating. We gladly provide references to qualified prospective clients.