| Name | Title | Contact Details |
|---|---|---|
Shawn Scholz |
Chief Compliance Officer | Profile |
We believe people come first. As a not-for-profit credit union, we were founded to serve the financial interests of people in our communities. Our members entrust us with their financial health, and we don`t take that role lightly. From our team members in 36 branches, to those who answer member questions on the phone, to those who work behind the scenes to support our products and services, we are One Patelco team.
Libertas Funding, LLC is a financial technology firm specializing in providing small to medium-sized businesses with access to capital. We have over 100+ years of combined funding and credit expertise that allows us to provide our clients access to optimal funding solutions to grow their businesses. We know that each business is unique. Instead of putting each business through the same model, we adjust to your needs. Our technology-driven platform delivers quick and meaningful decisions. Our products are transparent, simple, and flexible because we understand that no two businesses are the same. Libertas is different from other sources of capital. We are not robots. We care about our customers and work with each business owner individually to understand their needs and help them grow their business. Libertas leads with integrity – across the board, our leadership and staff put the client first.
WealthAbility® is a leading financial education company created by CPA, CEO, Author and Speaker Tom Wheelwright to revolutionize the way entrepreneurs, investors and CPAs manage global change, business growth and wealth management. The overall goal is to help clients "Make Way More Money and Pay Way Less Taxes." To better serve clients, WealthAbility® provides a new platform of educational tools and global network of CPAs trusted by over 244,123 entrepreneurs and investors to reduce taxes and create wealth. Through these tools, WealthAbility® helps clients reduce taxes by 10-40%, increase confidence in clients` personal ability to create wealth, and achieve financial dreams – much faster. In addition, the WealthAbility® Network for accounting professionals is educating CPAs and other accounting professionals to better serve clients and run more successful businesses.
Mediant delivers investor communications solutions to brokers, corporate issuers and funds. Our solutions are driven by leading technology and strict compliance with industry regulations, which allows clients to balance innovation with requirements. We enable brokers to effectively manage all potential touchpoints within the investor communications lifecycle -- from proxy statements and prospectuses to voluntary corporate actions. We provide corporate issuers with turnkey proxy processing, and we empower mutual funds, REITs and insurance companies with a full-service, end-to-end proxy solution.
Driva Blockchain Consulting is a full-service agency that guides clientele through the evolving terrain of cryptocurrency and blockchain technology.