About Us
Meet Mary
Meet Mary
Meet Mary
Mary has been negotiating contracts for credit unions for the past 10 years. She is passionate about learning the ever-changing landscape of financial services and enjoys educating clients on what is coming. Prior to negotiating, Mary was employed at a financial institution where she built relationships with business clients and educate
Mary has been negotiating contracts for credit unions for the past 10 years. She is passionate about learning the ever-changing landscape of financial services and enjoys educating clients on what is coming. Prior to negotiating, Mary was employed at a financial institution where she built relationships with business clients and educated them on the many options for efficient banking, lending and operations.
Meet Jim
Meet Mary
Meet Mary
Jim launched the family business with his father in 2003 and navigated the ever-changing landscape of financial services. Starting with negotiating only telecommunications contracts, he and his father soon learned that the FI's also needed help with their other vendors. Over many years of experience, they built a database of information
Jim launched the family business with his father in 2003 and navigated the ever-changing landscape of financial services. Starting with negotiating only telecommunications contracts, he and his father soon learned that the FI's also needed help with their other vendors. Over many years of experience, they built a database of information to assist credit unions with reducing expenses and investing in tech.
