Rockwell Advisory Services
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Meet Kasey Rockwell, CUDE, CCUE-WCMS

Helping credit unions thrive is more than my business — it’s my lifelong passion.


I began my credit union journey shredding old drafts and inserting share draft buck slips in members’ statements at my dad’s credit union. That’s where I learned the lesson that still drives me today: it’s all about the member.


Over more than three decades in financial services, I’ve worked in both large and small credit unions and the Northwest Credit Union Association (GoWest CUA). My background spans strategic planning, operations, marketing, compliance, and leadership development.


Credit unions trust me because I:

  • Make life easier — taking ownership of projects and delivering results.
  • Build trust quickly — engaging staff, leadership, and boards with collaboration and respect.
  • Stay adaptable — whether the goal is growth, culture, or efficiency.
  • Offer value without fluff — I focus on realistic, respectful solutions that get results.
  • Keep it affordable — tiered pricing makes my services accessible for small and midsize credit unions.

Credit Unions for Kids

My family has deep roots in the movement. My dad was one of the first Co-Chairs of Credit Unions for Kids in Oregon and SW Washington in 1986. I had the honor of overseeing the program for 12 years, helping raise more than $9.5 million to support Children’s Miracle Network.


Watch the CU4Kids Story.

Based in Portland, Oregon, Rockwell Advisory Services partners with credit unions nationwide to strengthen strategy, operations, and culture. Led by Kasey Rockwell, CUDE, CCUE, the firm helps small and midsize credit unions thrive in a changing financial landscape.

Copyright © 2025 Rockwell Advisory Services, LLC -   All Rights Reserved.

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