Message From Our President

Just like you, we believe in the work of credit unions and nonprofits. Supporting the strength and vitality of these organizations is why we’re here.

We know that limited investment options, low yield on assets, and retention of key employees can be challenges. CourseMark’s advisory team is here to help you solve them with custom solutions including prefunded employee benefit plans and executive benefit plans––so you can transform an expense into a competitive advantage.

It all starts with a conversation, so don’t hesitate to reach out to me or my team. We’re eager to learn about your goals and help you achieve them.

Our Mission

CourseMark offers credit unions tailored solutions for enhancing yields and increasing investment options, including:

  • Prefunded employee benefit plans
  • Executive benefit plans
  • Comprehensive advisory and portfolio management services

Our employee and executive plans provide the additional advantage of improving our clients’ ability to attract, reward, and retain talented team members at all levels of their organization. All the services we provide are designed, customized, and supported by a team of financial professionals with decades of experience and a shared passion for strengthening credit unions and the broader nonprofit community.

As a credit union service organization (CUSO), we are fundamentally structured to share our success with our credit union partners.

Our Values

Dependability

We earn the trust of others with direct communication and ongoing transparency, deliver on our promises, and stay accountable to our clients and team members.

Relationships

We know that success is built on strong partnerships. We listen, collaborate, and share our knowledge and skills to create valued relationships.

Innovation

We challenge the status quo by providing unique and creative solutions to help our clients achieve more within the limitations of their industry.

Performance

We measure our success by our ability to create results for our clients. We are confident that we have the experience, resources, insight and diligence to guide our clients forward.