Expert in national and local economic trends and member behavior patterns.



Expert in correlating market and member demographics into effective financial strategies.


Father of modern-day interest rate risk management protocol and methodology.

At the forefront of this quickly evolving economic and regulatory environment, always looking to the future.


Rates of return that exceed state-peer results while retaining lower adverse risk exposure.


Superior returns are achieved by utilizing managed growth between assets and net worth.

Unique insight that focuses on real-life pursuits and strategies that only our unique perspective provides.


Focuses on local issues and market challenges of your institution to achieve superior returns without additional risk.


Highly-rated financial models. Reports and analysis support Board and Management need.

Unparalleled Results

Trusted Insight   -   Effective Solutions

Premier Strategist

   Economic Analysis

​​MERIDIAN ECONOMICS

Trusted Insight, Effective Solutions

Strategic Finance

Follows strategic finance in a real world sense by focusing on institution's local trends to form one comprehensive strategy.


Aggregates economic, rate, demographics and local market behavioral trends to customize a specific financial strategy.


Proud that so many repeatedly turn to us for their financial future.

Exceed Your Expectations