Each of our clients has a distinctive story and a unique set of needs

Whether you’re building your business, growing your family, or creating your legacy, we take the time to understand your potential and bring our years of experience to bear in helping you to achieve it. Through deep client relationships built on mutual trust, we help to make the extraordinary possible.
We believe that diversity in all forms makes us a stronger organization, one that is better able to serve both our members, associates and our Board.

We exist to enrich the financial lives of our members and associates and will do so with passion, empathy, and integrity.

With nearly $2 billion in assets and serving more than 128,000 members, we continually are recognized as a statewide and nationwide leader among financial firms for not only our products, services, associates, and operations, but also our sound financial position.

Our history

Our journey of organic growth and strategic acquisitions is something that sets us apart - from a small finance company in 1974 to an international organisation. A unique balance of tradition and modernity.