Financial Coach
You schedule check-ups with your doctor and car mechanic, why not take a look at whether you’re making progress in your efforts to be financially fit. A Heartland financial coach can meet with you when convenient and help determine where you are, where you want to be, and how to get there.
Bradley manages our Willy Street office and is also one of many Heartland certified financial coaches. He has a passion for helping our member/owners no matter what their needs.
What you can expect from your Financial Check-Up:
- Credit Report Exam*
- Debt Inspection
- Checking Account Review
- Savings Study
During the Financial Check-Up, our coaches get to know you and your unique situation before making any recommendations. After your appointment, we’ll complete an analysis and then follow up with specific recommendations.
Call, click or stop by any Heartland location for more information or to make an appointment.
*We will ask you to pull your own credit report from an independent source, then a Heartland Coach will review it with you.
Heartland's Certified Credit Union Financial Coaches
| Name | Office |
|---|---|
| Sara Capesius | Platteville |
| Tammy Rickard Cullen | Dodgeville |
| Sandy DuCharme | Dodgeville |
| Erin Eaton | Madison |
| Catherine (CiCi) Hall | Verona |
| Kelly Hanke | Lancaster |
| Lissa Heidenreich | Lancaster |
| LeAnn Jenkins | Dodgeville |
| Stephanie Lee | Madison |
| Karen Luckey | Platteville |
| Autumn Lustgraaf | DeForest |
| Danielle Lynch | Platteville |
| Danny Mijal | Madison |
| Doug Richard | DeForest |
| Lisa Schueler | Madison |
| Deb Shinee | Dodgeville |
| Nicole Speaks | Madison |
| Bradley Tabor | Madison |