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?
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.
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.
