Empowering Credit Unions to Thrive & Stay Relevant
Partner with a seasoned credit union consultant who understands your challenges and delivers real results through strategic p
Running a small or midsize credit union today means wearing too many hats - strategy, staffing, operations, compliance and member engagement. That's where I come in.
At Rockwell Advisory, I help credit unions bring their goals to life through focused facilitation, clear action plans and practical execution. Whether you need support with a planning session, a special project, or day-to-day operations, I provide trusted guidance and hands on expertise that helps your team succeed.
Clients
Rockwell Advisory Services provides consulting for small and midsized credit unions across the U.S. specializing in strategic planning facilitation, fractional leadership, and operational efficiency improvement.