Each service is tailored to fit your size, goals and team. Whether you need a day of facilitaion or months of hands-on project support.

Build alignment, engagement, and measurable results.
A clear, actionable strategic plan is the foundation of every successful credit union. I facilitate dynamic sessions for Boards and Leadership Teams, guiding you to define goals, clarify priorities, and develop steps that truly move the organization forward.
You’ll walk away with an actionable roadmap, not just a binder on a shelf.

Expertise when you need it — flexibility when you don’t.
Get experienced support in operations, project management, or interim executive leadership without the cost of a full-time hire. My fractional employee services are perfect for credit unions navigating transitions, managing major projects, or simply needing an extra set of experienced hands.

Simplify processes and enhance member experiences.
Even small inefficiencies can create frustration for staff and members. I help identify operational gaps, review workflows, and build process improvements that save time and increase satisfaction.
Together, we’ll create systems that work — for your team and your members.
Rockwell Advisory Services helps credit unions of all sizes achieve their goals through customized consulting services. From strategic planning facilitation to fractional operations leadership, we help your team execute with confidence and efficiency.