Jeff is a partner focused on serving tax-exempt organizations. He started his career at Bonadio, then spent five years at a multi-billion-dollar credit union, returning to our firm’s audit practice in 2006. This experience informs Jeff’s approach to client service. He sees the service plan from the client’s perspective and expresses financial results in an understandable and meaningful manner to both management personnel and board volunteers.
It’s a challenging environment and credit unions are challenged right now. Consumers are looking for safety and comfort, and that manifests itself in consistency. Changing financial institutions is not something people are eager to do right now.8 April 2021