Financial Well-Being Team

hero image

Free Financial Coaching from our
Well-Being Team

We understand that everyone’s financial circumstances are unique. Our certified Financial Well-Being Coaches (FiCEP), along with our Community Mortgage Advisor, are here to help you navigate your specific situation to determine a plan to reach your life goals. When you meet with our team, you can can expect:
  • One-on-one sessions in a friendly, judgment-free environment
  • Expert advice to address your specific circumstances and financial goals
  • Guidance in creating a customized life plan to help you achieve financial peace of mind
  • Ongoing financial check-ins to support you every step of the way

So whether you need help creating a budget, managing debt, building credit, buying a home or maybe you just aren’t sure where to start, our goal is to empower you with the knowledge and tools to take control of your financial future!

Book a Free Appointment

Meet our Team

Janelle Holland

Financial Well-Being Coach

“My overall goal as a Financial Well-Being Coach is to make sure that my members end our meetings together feeling better about their financial future than before we met.”


South KC, Lee's Summit, Blue Springs, Independence, Johnson County

Meet with Janelle

Jeremy Davis

Financial Well-Being Coach
“I’m a firm believer that financial literacy should be accessible to everyone, and the most rewarding experience for me is helping members feel empowered to achieve their financial goals.”


South KC, Lee's Summit, Blue Springs, Independence, Johnson County

Meet with Jeremy

Leah Wilken

Financial Well-Being Coach
"I have a passion for creating real relationships and thrive on the credit union philosophy of “People Helping People." I truly believe that everyone should have access to the resources that are vital for financial peace of mind.”

Wyandotte County,

Meet with Leah

Ryan Steitz

Financial Well-Being Coach
“Dreams are what drive people, and money is a tool. I take great pride in educating and coaching members to use their money in smart ways that will help make those dreams come true.”


North KC, Leavenworth County, Platte County, Clay County

Meet with Ryan

Jackie Rogers

Mortgage Advisor

“I’m passionate about assisting members in obtaining financially responsible homeownership by building personalized partnerships and fostering economic empowerment that influences future generations.”

Meet with Jackie

Resources to Get You Started

Credit Score Dial Icon

Improving Credit

Learn More
Piggy Bank with Dollar Sign on Side Icon


Learn More
Three Payments Merge Into One Icon

Managing Debt

Learn More
Large House Icon

Buying a Home

Learn More

We’re Here to Help

Schedule a meeting with one of our certified Financial Well-Being Coaches (FiCEP) to develop a customized life plan to meet your financial goals.

Book a Free Appointment