About Us

Our Mission

Our mission is to provide community based financial institutions a high quality experience combined with expert risk management consulting to provide an assurance of the status of the loan portfolio.

Our Vision

Our vision is to grow with our customers and be their trusted advisor of choice for loan portfolio risk management needs.

Our Advantage

Our expert team brings over 100 years of industry knowledge and experience. Our teams’ countless hours of hands-on loan reviews and consulting with our clients allow us to stay abreast of regulatory issues, expectations, and industry trends that may most affect your financial institution. As your trusted advisor, we want to help you achieve maximum efficiency, increase profitability, while ensuring safe and sound risk management practices.

Our Reach

 Although the majority of our work is predominately conducted in the Upper Midwestern states of Wisconsin, Michigan, Illinois, Minnesota, and Iowa, we have the expertise and technical capabilities to reach any customer throughout the US.  We work with banks, credit unions, and financial institutions of all sizes from community banks to large regional banks to multi-billion dollar financial institutions to publicly owned institutions. Our customers have a wide variety of loan types and credit structures, including commercial real estate, commercial and industrial, leveraged lending, asset-based lending and acquisition, development and construction loans. 

Our People