I currently work for Crosstown Civic Credit Union as a Continuous Improvement Specialist. As my role is not in the branch, I assist our employees who meet with our members to discuss estate and POA situations. I'm able to provide information and act as a resource. It is important to our organization to provide support to our members and their executors to allow for a smoother process.
We are private wealth managers assisting successful families to grow, preserve and transition their wealth.