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Credit Union Trust

Our trusted partner for your future

Credit Union Trust is a limited-service trust bank created by credit unions for our members. 

Why establish a trust?

  • Asset protection
  • Estate planning
  • Wealth preservation
  • Privacy
  • Incapacity planning
  • Tax efficiency
  • Asset management
  • Charitable giving
  • Real estate management
  • Special needs planning
  • Inheritance planning
  • Business succession

Investment services

  • Investment management
  • Custodial services
  • Special asset management
  • Coordination with existing investment programs
  • Business succession

Community Choice Investment Services offers strategies to help you grow your wealth, ensuring a financial future that is aligned with your goals.

Trust services & support

  • Revocable trusts
  • Irrevocable trusts
  • Special needs trusts
  • Individual retirement accounts
  • Charitable trusts

Credit Union Trust’s services and support provide peace of mind and a secure financial future tailored to your unique goals and needs.

Fiduciary services

  • Estate administration
  • Personal representative
  • Agent for fiduciary
  • Co-trustee services
  • Veteran’s accounts
  • Conservatorships

Fiduciary services provide a professional approach to managing your financial affairs, prioritizing your best interests and financial well-being.

Jordan Summers
Jami Catalfio
Jim Welch
John Landis

Meet the Credit Union Trust team

Jordan Summers
President & CEO

Jami Catalfio
Vice President, Senior Trust Advisor

John Landis
Vice President, Senior Trust Specialist

Jim Welch
Vice President, Trust Officer

Building better community, one member at a time

We know that when our members are living well and enjoying healthier finances, our communities are better off. That’s why we offer smart solutions and great banking benefits.

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