Our Story
Michele and Jeff York have been involved in the credit union industry for decades, so starting a company that focused on helping other credit unions and businesses succeed is right up their alley. They met at the Walt Disney Company's credit union and have been engaged in the "Disney Way" ever since. They built long-lasting relationships over the years and now look forward to working with their new business partners to bring great things to the individuals and businesses that they serve. Along with their three amazing children, (Taylor, Sydney and Camren) and a firm belief that "good things happen to good people," Michele and Jeff now begin the next phase of their journey.
Building a company with friends is like creating a family - support, focus, engagement, passion. Our owners all care about people and know what excellence looks like. We are a family of skilled practitioners making a difference in our communities, with our customers and with each other.
Building a company with friends is like creating a family - support, focus, engagement, passion. Our owners all care about people and know what excellence looks like. We are a family of skilled practitioners making a difference in our communities, with our customers and with each other.
Patricia Ann Morrison & Mary Theresa Morrell
These women had strong family values, integrity and an undeniable work ethic. They were loyal. They were there for those who needed them and were dedicated to their families. They made us who we are. Just like Patricia and Mary, our goal is to carry on a lasting tradition of hard work, excellence, loyalty and integrity.
Jeff and his mom: Patricia Ann Morrison
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Michele and her grandmother: Mary Theresa Morrell
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