About Us

The firm was organized in 1999 and has grown to include a wide range of consulting services tailored to the financial services industry. 

Our clients include Banks, Credit Unions and Farm Credit Associations located throughout the Country. The size and breadth of our client base includes institutions of various sizes, located in over two dozen states and regulated by all of the federal regulatory agencies. 

To ensure that we consistently deliver industry leading services, we have assembled a team of consultants with unparalleled experience to match. On average our consultants have over 15 years of experience that is relevant to the task at hand and incudes individuals with lending, underwriting, management, and regulatory backgrounds.  

As a firm, we have continually invested in new technology, processes and techniques in order to bring our clients forward thinking advice that is tailored to your institution. It is our belief that each institution is unique and requires a solution that enhances your business and prepares you for upcoming exams and keeps you abreast with regulatory expectations.