American Family Insurance, Inc.
Ameriprise Financial
Association of Financial Marketing Professionals
Aviva Insurance
BRAMCO
Brokerage Unlimited, Inc.
Financial Network*
First Horizon Corp.*
Invest
Investment Centers of America*
Jackson National Life*
Legacy Marketing Group*
MarketShare Financial
National Association of Independent Life Brokerage Agencies*
Primevest*
Raymond James
Sumrall & Associates
Transamerica Insurance
Westwood Insurance*
Zenith Marketing Group
Community Banks
1st Summit Bank, PA
Andover Bank
Bay Area Bank
Bremer Financial Corporation
Farmers Citizens Bank - Ohio
Farmers Merchants State Bank, Idaho
First Niagara Bank, New York
Firstar Bank of Minnesota
Fresno Madera Farm Credit*
Harleysville National Bank*
Home Federal - Idaho
Jefferson State Bank - Texas
Sterling Bank, Washington
Large Banks
Bank of America*
Banco Union (Venezuela)
Bank One
Citibank
Compass Bank*
Deposit Guaranty National Bank
EON Bank (Kuala Lumpur)
Federal Home Loan Bank
First Banks
First Premier Bank
First Tennessee Bank*
Meridian Bank
Sun Bank
SunTrust Bank
Union Bank of California
Wells Fargo Bank
Wells Fargo Home Mortgage
Credit Unions/Associations
Alabama Credit Union League
Arlington Virginia Federal Credit Union*
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*
FirstMark Credit Union
Leaders Credit Union
Mountain America Credit Union
North Island Financial Credit Union*
Numerica Credit Union*
Orange County Teachers Federal Credit Union
San Antonio Federal Credit Union
San Diego County Credit Union
Santa Clara County Federal Credit Union
Texas Credit Union League*
Virginia Credit Union League Marketing Council
Windsor Family Credit Union (Canada)
Bank Associations
American Bankers Association*
America's Community Bankers*
Financial Managers Society
Iowa Bankers Association*
Maryland Bankers Association
Massachusetts Bankers Association*
Michigan Bankers Association
Michigan League of Community Banks
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*
The services provided to these organizations have included training,
consulting and/or speaking/facilitating. We gladly provide references
to qualified prospective clients.
