Professional Associate Members
A
AAA Group Services
One Auto Club Drive
Dearborn, Michigan 48126
Phone: 313-336-2315
Fax: 313-336-6763
E-Mail: ktucker@aaamichigan.com
Web Page: www.aaamichigan.com
Karen Tucker, Special Marketing Consultant
AAA Group Services offers a complete member affinity program for credit unions, built around AAA Membership, Group Auto and Homeowner’s Insurance, Life Insurance, and Travel.
Allied Solutions, L.L.C.
691 North Squirrel Road, Suite 145
Auburn Hills, Michigan 48326
Phone: 248-377-4200
Fax: 248-377-4204
E-Mail: dave.underdale@alliedsolutions.net
Web Page: www.alliedsolutions.net
Ron Barnes, Regional Vice President
Don Bray, Regional Vice President
Allied Solutions is a leading provider of insurance, lending and marketing products to more than 3,000 financial institutions nationwide. And with more than 23 years of experience serving the needs of credit unions, we have the products you need, and the experience to make them work. Contact us today to learn more about the advantages of being Allied.
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BCI (Building Committee, Inc.)
757 North Broadway
Milwaukee, Wisconsin 53202
Phone: 800-222-1509
Fax: 414-273-1507
E-Mail: djaeckels@bcihq.com
Web Page: www.bcihq.com
David Jaeckels, Executive Vice President/COO
Terry Mattern, Senior Vice President of Sales
BCI provides strategic planning, facility design and construction management. Our services include demographic/market research, site search and analysis, interior/retail design, strategic marketing, and brand positioning that ensures successful new and remodeled facilities.
Bowen, Radabaugh & Milton, P.C.
4967 Crooks Road, Suite 150
Troy, Michigan 48098
Phone: 248-641-8000
Fax:248-641-8219
E-Mail: TRBowen@brmb.com
Web Page: www.brmb.com
Thomas R. Bowen, Partner
Lisa T. Milton, Partner
Michael D. P. Burwell, Partner
Provide a wide variety of legal services for credit unions.
Butler, Butler & Rowse-Oberle, P.L.L.C.
24525 Harper Avenue, Suite 2
St. Clair Shores, Michigan 48080
Phone: 586-777-0770
Fax: 586-777-4289
E-Mail: info@butler-butler.com
Web Page: www.butler-butler.com
John Butler, Partner
Ken Butler, Partner
Karen Rowse-Oberle, Partner
The law firm of Butler, Butler & Rowse-Oberle, P.L.L.C. represents approximately eighty credit unions in activities primarily focusing on collection and bankruptcy cases. Our clients are generally concentrated in the Eastern District of Michigan.
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CPR, Inc. (A Division of Corporate Technologies, L.L.C.)
1595 Galbraith Avenue, SE
Grand Rapids, Michigan 49546
Phone: 616-575-8500
Fax: 616-575-6765
E-Mail: smontgomery@cprgr.com or ebartos@cprgr.com
Web Page: www.cprgr.com
Ed Bartos, Sales Manager
Pete Koelzer, General Manager
Scott Montgomery, Director of Security
With over 25 year’s experience, CPR provides IT solutions in the areas of Security Assessments, Technology Consulting, Storage ad Virtualization & Void Phone Systems. CPR’s technology advantage program provides a Help Desk, Remote Monitoring and On-site IT Support for a fixed monthly fee.
Cindrich, Mahalak & Co., P.C.
31215 Jefferson Avenue
St. Clair Shores, Michigan 48082
Phone: 586-296-1155
Fax: 586-296-5325
E-Mail: dmahalak@cm-co.com
Web Page: www.cm-co.com
Daniel J. Mahalak, Principal
Our services for credit unions include accounting, auditing, and consulting services, including opinion audits, agreed-upon procedures engagements, BSA/OFAC, ACH, and FACTA compliance audits and training, internal audit co-sourcing, strategic planning, accounting assistance, regulatory consulting, information technology auditing and consulting, preparation of tax returns, and CUSO auditing and consulting.
CU*Answers
6000 28th Street, SE, Suite 100
Grand Rapids, Michigan 49546
Phone: 800-327-3478
Fax: 616-285-5735
E-Mail: spage@cuanswers.com
Web Page: www.cuanswers.com
Randy Karnes, CEO
Scott Page, VP Sales
Jim Conroy, Sales Representative
CU*Answers is a credit union owned CUSO, providing a variety of services for credit unions including its flagship CU*BASE processing system, Web Site development, Network Design and Security, Image Check processing and CU*Check 21 services. CU*Answers provides expertise in implementing technical solutions, and is a leader in helping credit unions form strategic alliances.
CUNA Mutual Group
5910 Mineral Point Road
Madison, Wisconsin 53705-4456
Phone: 800-356-2644 ext. 5681
Fax: 608-218-2060
E-Mail: kevin.long@cunamutual.com
Web Page: www.cunamutual.com
Ed Burroughs, Sales Executive
Kevin Long, Sales Executive
Doug Williams, Sales Executive
CUNA Mutual Group a the leading provider of financial services to credit unions, their members, and valued customers worldwide. With more than 70 years of market commitment, CUNA Mutual’s vision is unwavering: to deliver excellent service, market driven innovation, and best-in-class products as a trusted business partner.
CUSA Technologies - OnCU (a Fiserv Company)
3031 Airpark Drive North
Flint, Michigan 48507
Phone: 810-232-5571
Fax: 810-767-3661
E-Mail: bill.hawkins@fiserv.com
Web Page: www.cusa.com
Teresa Gisewhite, Quality Assurance Manager
William C. Hawkins, Vice President
Gerald E. Vukelich, Director of Operations
CUSA OnCU offers credit unions a comprehensive, online dataprocessing system. The real-time system encompasses all of the features you’d expect in a progressive system. The core system is accessed via TruTeller, a windows-based teller platform. CUSA OnCU offers services to enhance your members experience. OnCU has a solid product line, an exceptional reputation for service and a roster of satisfied clients.
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Dennis Lane & Associates
30800 Van Dyke, Suite 400
Warren, Michigan 48093
Phone: 586-573-4550
Fax: 586-573-2567
E-Mail: dennislane@dlane.com
Web Page: www.dlane.com
Jeremy Dean, Sales Representative
Dennis Lane, President
Steve Lane, Sales Representative
Janet McDonald, Vice President
We specialize in providing products and services to Credit Unions and their members. Some products offered are Debt Cancellation, Credit Life & Credit Disability, Accidental Death & Dismemberment, Family Life, Collateral Protection and GAP. We also provide property, casualty and bond coverage for Financial Institutions.
Doeren Mayhew
755 West Big Beaver Road, Suite 2300
Troy, Michigan 48084
Phone: 248-244-3242
Fax: 248-273-6842
E-Mail: hoag@doeren.com
Web Page: www.doeren.com
Catherine Bruder, Director
Robin Hoag, Director
Robert Parks, Director
Joseph Zito, Director
Doeren Mayhew’s Financial Institutions Group, comprised of credit union experts, serves over 130 credit unions nationwide. Our professionals perform audits, system audits, consulting, evaluations, financial forecasting, risk management, business plans, mergers and acquisitions, CUSO planning and implementation, strategic planning executive compensation programs, commercial and consumer lending and ALM.
E
Enterprise Car Sales
29301 Grand River Avenue
Farmington, Hills, Michigan 48336
Phone: 248-426-1400
Fax: 248-2426-1459
E-Mail: Amir.Raheem@erac.com
Web Page: www.enterprisecarsales.com
Amir Raheem, Area Car Sales Manager
Car rental and sales.
Estate Planning Institute Group, L.L.C.
24680 Swanson
Southfield, Michigan 48044
Phone: 877-807-3477
Fax: 248-281-1112
E-Mail: cmelody@epigroupllc.com
Web Page: www.epigroupllc.com
Craig Conley, Representative
Jay Melody, President & Founder
Les Thornburg, Representative
Our company and its representatives provide comprehensive Estate and Financial Planning. We foster and facilitate Estate Preservation, Asset Growth, and Investment Management.
Experian
36555 Corporate Drive, Suite 100
Farmington Hills, Michigan 4833-3567
Phone: 248-489-7886
Fax: 248-341-3819
E-Mail: todd.sebold@experian.com
Web Page: www.experian.com
Todd M. Sebold, Business Development Manager
Susan Webster, Business Development Manager
Experian is a global leader in providing value-added information solutions to organizations and consumers. Experian provides information, analytics, decision-making solutions and processing services.
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Financial Standards Group, Inc.
1740 44th Street SW, Suite 5
Wyoming, Michigan 49509
Phone: 800-522-5820
E-Mail: fsgcfo@aol.com
Robert Thompson, Manager Auditing Services
Financial Standards Group, Inc. (FSG) is a company whose sole purpose is to provide the finest quality auditing services available to the credit union system at the most competitive price possible. Our goal is to bring superior auditing services within the reach of all credit unions, not just those with the financial resources to afford expensive external audits.
Foster, Swift, Collins & Smith, P.C.
32300 Northwestern Highway, Suite 230
Farmington Hills, Michigan 48334
Phone: 248-539-9907
Fax: 248-538-2085
E-Mail: rharbour@fosterswift.com
Web Page: www.fosterswift.com
Randall L. Harbour, Attorney (Farmington Hills)
Steven L. Owen, Attorney (Lansing)
Scott A. Chernich, Attorney (Lansing)
A full service law firm with a Banking, Finance & Real Estate Practice Group that specializes in commercial/real estate/consumer lending, environmental, bankruptcy/collection, litigation, regulatory compliance, mergers, OFIR/NCUA applications and matters, contracts, employee relations and benefits, operational and business matters. Offices also located in Lansing, Grand Rapids and Detroit.
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GALAXY Credit Union Solutions
5600 Crooks Road, Suite 101
Troy, Michigan 48098
Phone: 800-876-9000
Fax: 248-828-4357
E-Mail: TerryMurphy@fiserv.com
Web Page: www.galaxyplus.com
Lynn Carnicom, Account Executive
Scott Harditke, Account Executive
Larry Harrison, Account Executive
GalaxyPlus serves in-house and on-line clients with innovative memer-focused products and a best-in-class Data Center solution. In addition to an “open” core processing system, notable products include a member rewards program, the celebrated NetBranch Home Banking Solution, and more. More than a data processing vendor - GalaxyPlus provides today’s credit union members with Solutions for Life.
H
Harland Clarke (formerly Liberty Enterprises, Inc.)
10931 Laureate Drive
San Antonio, Texas 78249
Phone: 210-697-8888
Fax: 210-696-1676
E-Mail: nikki.burgeson@harlandclarke.com
Web Page: www.harlandclarke.com
Nikki Burgeson, Account Executive
Tiffeney Davidge, Senior Account Executive
Andy Hanson, Account Executive
Sharon Horsch, Senior Account Executive
Harland Clarke is a leading provider of integrated payment solutions, marketing services, technology solutions and best-in-class security to financial institutions, investment firms, B2B clients, small businesses and individual consumers. Harland Clarke delivers solutions that help financial service businesses build long-term, profitable relationships with their customers or members.
I
Informa Business Systems, Inc.
5170 Hartshorn Drive
Flushing, Michigan 48433
Phone: 810-733-3610
Fax: 810-733-5280
E-Mail: edg@informabusiness.com
Jamie Ferguson, Account Manager
Informa Business Systems offers bank security equipment sales and service.
J
J.J. Marshall & Associates, Inc.
6060 Collection Drive, Suite 200
Shelby Township, Michigan 48316
Phone: 586-992-3200
Fax: 586-992-3201
E-Mail: jima@jjmarshallinc.com
Web Page: www.jjmarshallinc.com
James Angelo, Vice President
Cyndi Lushka, Consultant
Matthew Seaman, Consultant
Full service bad debt collection and accounts receivable resolution for the Credit Union Industry.
K
Kus, Ryan, & Associates, P.L.L.C.
2851 High Meadow Circle, Suite 210
Auburn Hills, Michigan 48326
Phone: 248-364-3090
Fax: 248-364-3097
E-Mail: mkus@krslaw.biz
Michael A. Kus, Managing Member
A law firm specializing in Regulatory Compliance, Policies and Procedures, Foreclosure and Bankruptcy, Loan documentation; Real Estate Law; Director Liability & Litigation and general corporate law.
M
Masud, Patterson, Schutter & Peters, P.C.
4449 Fashion Square Boulevard, Suite 1
Saginaw, Michigan 48603
Phone: 989-792-4499
Fax: 989-792-7725
E-Mail: kschutter@mpslaborlawyers.com
Web Page: www.mpslaborlawyers.com
David J. Masud, President
Gary D. Patterson, Partner
Elizabeth L. Peters, Partner
Masud, Patterson, Schutter & Peters, P.C. is the only Mid-Michigan law firm practicing solely in the area of labor and employment law representing employers exclusively. Specialized areas of client representation include collective bargaining, grievance arbitration, unfair labor practices, strikes, development of employment policies, procedures and handbooks, litigation, wage and hour matters, and wrongful discharge and employment discrimination consultation and defense.
McQueen Financial Advisors
26676 Woodward Avenue
Royal Oak, Michigan 48067
Phone: 248-548-8400
Fax: 248-282-0397
E-Mail: charley@m-f-a.com or info@m-f-a.com
Web Page: www.m-f-a.com
Jim Craven, Financial Advisor
Diane Knudson, Marketing
Charley McQueen, President
Craig Sicilia, Vice President
McQueen Financial Advisors specialize in assisting financial institutions with expertise in the following disciplines: Portfolio Management, Asset Liability Management, Balance Sheet Restructuring, Margin Analysis, Field of Membership Expansions, Mergers, Mortgage Servicing Rights Valuation and general consulting services.
Member First Mortgage
616 44th Street, SE
Grand Rapids, Michigan 49548
Phone: 616-538-1818
Fax: 616-538-5415
E-Mail: kathy@memberfirstmortgage.com
Web Page: www.memberfirstmortgage.com
Kathy Carlson, President/CEO
David Clark, Vice President Business Development
Sean Mansell, Senior Vice President Servicing
Member First Mortgage is a Mortgage Loan CUSO that provides full service mortgage operations for credit unions.
Members Home and Auto
3150 Livernois Road, Suite 325
Troy, Michigan 48083
Phone: 248-619-3400 or 877-898-4102
Fax: 248-619-3480
E-Mail: sales@membershomeandauto.com
Web Page: www.membershomeandauto.com
Don White, CEO
Chuck Whitelam, Vice President Marketing
We represent several excellent insurance companies, offer exclusive group discounts and our experienced insurance professionals make saving time and money on your insurance easy!
Michigan Higher Education Student Loan Authority (MHESLA)
Post Office Box 30051
Lansing, Michigan 48909-7551
Phone: 517-373-7586 / 888-643-7521
Fax: 517-241-1662
E-Mail: ruizma@michigan.gov
Web Page: www.michigan.gov/mistudentaid, www.mistudentloans.com
Orville Erickson, Manager
Martin Ruiz, Deputy Directory
The State Secondary Market is for federally insured educational loans and is dedicated to servicing Michigan financial institutions. It will purchase Stafford, PLUS, SLS and Consolidation loans that are in-school, in-grace or in repayment status.
Money Concepts, Financial Planning Centre
11980 Gratiot Road
Saginaw, Michigan 48609
Phone: 989-781-5943 or 888-781-5943
Fax: 989-781-5948
E-Mail: aschultz@moneyconcepts.com
Web Page: www.moneyconcepts.com/aschultz/
Allen R. Schultz, Regional Director Northeast Michigan
Since 1984 Money Concepts has been working with credit unions to provide financial planning, advisory estate planning and brokerage services. Over the past several years, a growing number of credit unions have elected to offer these services through a relationship with Money Concepts.
Obviously, we are delighted with the prospect of working with your credit union and are confident we can make positive contributions to the objectives you have set in member relations, growth and a new source of fee income for your credit union.
Mortgage Center, L.C.
20300 Civic Center Drive, Suite 403
Southfield, Michigan 48076
Phone: 800-353-4449
Fax: 248-353-2818
E-Mail: kkline@mortgagecuso.com
Web Page: www.mortgagecuso.com
Kristine Kline, Vice President - Marketing
Dave Toepp, President/CEO
Mortgage Center takes pride in the special care they give their Credit Unions and their members from first mortgage origination throughout the life of the loan. Mortgage Center is 100% Credit Union owned and our mission is to provide excellent products and services to our Credit Unions and their members.
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PFP, Inc.
34 Prindle Hill Road
Orange, CT 06477
Phone: 800-990-4737
Fax: 203-795-4600
E-Mail: hholmes@pfpservices.com
Web Page: www.pfpservices.com
Harold Holmes, Vice President
Business Development Specialists.
PROCU (Pension & Retirement Options for Credit Unions)
1465 Brown Road
Orion Township, Michigan 48359
Phone: 248-335-9493 or 586-850-3525
Fax: 248-335-1187
E-Mail: ram@dmcollc.com
Richard Matthews, Marketing Director
A Credit Union Service Organization (CUSO) providing 401k Pension plans for credit union employees with an extensive employee education and communication program.
The Payments Authority
1301 West Long Lake Road, Suite 360
Troy, Michigan 48098
Phone: 248-952-5800 / 800-450-2508
Fax: 248-952-5820
E-Mail: info@thepaymentsauthority.org
Web Page: www.thepaymentsauthority.org
Amy L. Smith, President/CEO (AAP, CAE)
Cynthia J. Thompson, Education & Training Director (AAP,CCM)
Anne M. LaPine, Marketing Director (AAP)
Krista Ducharme, Member Services Manager (AAP)
Your resource for electronic payments information - The Payments Authority is a not-for-profit trade association that provides payments education and marketing expertise for financial institutions and companies. Our mission is to increase the use and awareness of electronic payments made through the Automated Clearing House (ACH) and to be an informational resource for ACH and other payments like check, wire transfer, ATM and debit cards.
Plante & Moran, P.L.L.C.
2601 Cambridge Court, Suite 500
Auburn Hills, Michigan 48327
Phone: 248-375-7100
Fax: 248-375-7110
E-Mail: theresa.zimmerman@plantemoran.com
Web Page: www.plantemoran.com
Eric Formberg, Partner
Brad Sackett, Partner
In addition to traditional audit services, our consultants can assist with risk management, technology solutions, strategic planning, human resources, as well as real estate planning. While talent is essential, it’s professionalism, quality and expert advice coupled with our unique approach to client service that make a world of difference.
Proforma Creative Marketing
4760 Maycrest Drive
Waterford, Michigan 48328
Phone: 248-673-4700
Fax: 248-673-7364
E-Mail: stan.ferguson@proforma.com
Web Page: www.proforma.com/fdp
Michael Barber, Sales Representative
Stan Ferguson, Owner
Robin Ferguson, Owner
With over 30 years of experience, Proforma remains clearly focused on meeting the graphic communications and marketing needs of North American businesses and organizations. Through more than 600 member offices in the United States and Canada, Proforma serves more than 30,000 clients, clients who trust Proforma to support their printing, promotions, business forms and e-solutions needs everyday. Industry specific products include marketing design, commercial print, business forms, SnapQuik drive-thru signage, ATM solutions, teller envelopes, promotional products, wearables and multi-media solutions. One Source. Infinite Resources.
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RedRock Information Security
401 Hall Street, SW, Suite 225
Grand Rapids, MI 49503
Phone: 616-534-1500
Fax: 616-828-1723
E-Mail: info@redrockis.com
Web Page: www.redrockis.com
Randy Brinks, CISSP
Joseph Couture, CISSP
Rodion Serebryakov, CSSA
RedRock provides a complete IT compliance solution for credit unions. RedRock’s services include Disaster Recovery Planning, Intrusion Detection and Prevention Systems (IDS/IPS), IT policy development, VPN’s, VOIP telephony, Firewall Management and Reporting, Data Backup Systems, Patch Management, Server, Desktop Management and Maintenance.
The Rehmann Group
5800 Gratiot Road, Suite 201
Saginaw, Michigan 48605
Phone: 989-799-9580
Fax: 989-799-0227
E-Mail: brett.nesbit@rehmann.com
Web Page: www.rehmann.com
Tara Girard, CPA, Manager
Brett W. Nesbit, CPA, Principal
Our financial institution specialists ensure your credit union’s success with the following service offerings: Assurance - Audit and Review services, Supervisory exam procedures, IRS form 990 tax compliance, internal audit consulting, regulatory compliance and BSA consulting, commercial loan training and consulting, ACH auditing and IT Security reviews.
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Thompson - Phelan Group, Inc.
9834 Dixie Highway
Post Office Box 105
Anchorville, Michigan 48004
Phone: 586-725-8402
Fax: 586-725-9939
E-Mail: georgia@thompsonphelan.com
Web Page: www.thompsonphelan.com
David A. Austin, Project Consultant
Thompson-Phelan Group, Inc: Minimize risk with dynamic single-source solutions; award-winning architectural design, engineering, and construction services. We use innovative methods of controlling budgets, meeting schedules, coordinating communications, and utilizing local contractors. We can provide site selection, evaluation, planning and budgeting. New construction, additions, and renovations. Financial institutions: our specialty for 50 years.
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WorkLife Financial
700 Tower Drive, 7th Floor
Troy, Michigan 48098
Phone: 517-546-8771
Fax: 866-473-5129
E-Mail: tlongeway@gmail.com
Web Page: www.worklifefinancial.com
Steve Groulx, President
Tom Longeway, Vice President
WorkLife Financial helps credit unions deliver financial solutions to the workplace. WorkLife Financial provides an atttractive and risk free method to produce substantial non-interest income through partnering with your members. Businesses today need expertise managing increasingly complex employee related matters and we use our buying power and knowledge to help your members concentrate on the revenue producing side of their operations.