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The Miracle Makers
Our People
CU Strategic Planning was founded in 2008 with the goal of transforming credit unions' abilities to transform their communities. Since then, we assembled an elite team- the best of the best in the industry. From former trade association executives to turn around CEOs, they share a passion for making the world a better place by helping credit unions to thrive.
Ask your friends about us. We get results. You’ll like what you hear.
owners
Our Staff
Where we are
CU Strategic Planning began in Tacoma, Washington, but now our team is located in 16 states across the US! And we have experience with credit unions all over the country.

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