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Buyer's Guide

Financial Literacy

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Platinum Suppliers

CU Student Choice CURevl GreenPath Financial Wellness

Alloya Investment Services

4450 Weaver Parkway, Ste. 150 | Warrenville, IL 60555

Mary Westberg
Executive Director

Phone: 7205404621

Service Areas: Financial Literacy, Asset/Liability Management (ALM), Institutional Investments

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Auto Buyers Network (ABN)

P.O. BOX 6026 | Somerset, NJ 08873

General 888-418-CARS (2277)
Member Services

Phone: 732-873-5200

Service Areas: Auto, Auto Buying Service, Financial Literacy, Calculators, Business Continuity

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595 Market Street16th Floor | San Francisco, CA 94108

Phone: 7144471110

Service Areas: Financial Literacy

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Banzai / Third Degree

1292 South 1510 East | Provo, UT 84606

Morgan Vandagriff

Phone: 801-709-1809

Service Areas: Financial Literacy

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Bluespire Strategic Marketing

6700 France Ave. South, Suite 300 | Minneapolis, MN 55435

Jen Joly
Marketing & Communications Director

Phone: 8007276397 | Fax: 9529209930

Service Areas: Branding, Direct Marketing, Financial Literacy, Calculators, eStatements

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PO Box 1220 | Corvallis, OR 97330

Jeff Horton
Director of Partnerships

Phone: 5417538546 | Fax: 5417538548

Service Areas: Advertising, Branding, eMarketing, Print Materials, Financial Literacy

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CU Student Choice

1001 Connecticut Ave. N.W. Ste. 1001 | Washington, DC 20036

Eric Sanchez
VP, Sales

Phone: (800) 541-1500

Service Areas: Loan Participations, Student Lending, Financial Literacy

Credit Union Student Choice is a credit union service organization (CUSO) that positions credit unions as leaders in education finance by offering a comprehensive solution that helps them deliver fair-value private education loans and corresponding financial education to students and families. To learn more, visit

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305 21st St., Ste. 170 | Galveston, TX 77550

Stacy Lumadue
EVP, Marketing & Business Development

Phone: 512-400-4172

Service Areas: Student Lending, Financial Literacy, Technology

CURevl is a Credit Union Service Organization (CUSO) helping credit unions attract new younger members leveraging education finance. We understand asset ratio compressions and will work with you to determine your specific liquidity needs including forward purchase agreements, spot loan sales, and participation arrangements. We also own our own technology for those wanting to manage their program in-house

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Decision Partners LLC

152 Commonwealth Ave. #8 | Concord, MA 01742

Angela Alton
Credit Union Outreach Specialist

Phone: 6178692623

Service Areas: Financial Literacy, Calculators, Personal Finance Management (PFM) Tools

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Floyd Tapia and Associates

3002 S Jefferson Avenue Suite 2019 | Saint Louis, MO 63118

Jon Floyd

Service Areas: Financial Literacy, Social Media, Legal Services

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GreenPath Financial Wellness

36500 Corporate Dr. | Farmington Hills, MI 48331

Mandy Meinecke
Director of Business Development

Phone: (248) 994-8755

Service Areas: Employee Benefits & Compensation, Financial Literacy

GreenPath Financial Wellness, a national non-profit since 1961, believes that everyone deserves the opportunity to pursue their dreams; whatever they may be. Financial wellness is fundamental to that opportunity. GreenPath has been working in collaboration with Credit Union National Association to serve America's credit unions for more than 10 years, and has formal partnerships with over 500 credit unions across the country to empower financial health among their members.

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INVEST Financial

8745 Henderson Road, Suite 300 | Tampa, FL 33634

Jonathan DeMayo
Business Development Specialist

Phone: 813-880-5276 | Fax: 813-890-6411

Service Areas: Financial Literacy, Member Estate Planning, Member Financial Planning, Member Insurance, Compliance

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LPL Financial Services

9785 Towne Centre Drive | San Diego, CA 92121

James Norwood
V.P., Financial Institution Services

Fax: 7043764476

Service Areas: Financial Literacy, Member Insurance, Consulting

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MGIC - Mortgage Guaranty Insurance Corporation

250 East Kilbourn Ave Emagic-3rd Floor | Milwaukee, WI 53202

Karen Maierle
Marketing Program Manager

Service Areas: Mortgages, Direct Marketing, Financial Literacy

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National Credit Union Foundation

5710 Mineral Point Road | Madison, WI 53705

Gigi Hyland
Executive Director

Phone: 800-356-9655

Service Areas: Financial Literacy, Associations

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Strategic Solutions

12015 July Ave N | Hugo, MN 55013

Jeanne Murphy
Founder & Growth Strategist

Service Areas: Board Education, Employee Incentive Programs, Employee Training, Financial Literacy, Consulting

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STRATIX Marketing

5322 Primrose Lake Circle, Suite D | Wesley Chapel, FL 33544

Brandon Diehl

Phone: 8889013091

Service Areas: Advertising, Marketing, Financial Literacy

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Subcat Marketing

331 Thor Place | Brea, CA 92821

James Flores

Phone: 714-447-1110 | Fax: 714-447-1113

Service Areas: Direct Marketing, Marketing, Financial Literacy

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