Leadership · Chief Growth Officer, WEOKIE Federal Credit Union

The track
record.

Results first. Here's how they happened.

55%+Loan portfolio growth
2020–2022
240%+Protection product income
growth since 2019
50+People on
my team
1Company built from zero
and sold

01Lending

Saying yes to more people. Safely.

From January 2020 to December 2022, our lending portfolio grew from $770 million to over $1.2 billion. That's more than 55% in three years, right through a pandemic.

I believe a credit union's job is to help more people, not fewer. So we got creative about how we look at risk, and found ways to say yes to members other lenders would've turned away.

$770M → $1.2B+
$770M $1.2B+
Jan 2020Dec 2022
Total loan portfolio · scale starts at $0
Base
+240%
2019Today
Monthly protection product income vs. 2019

02Protection

Protecting members. Growing the bottom line.

Since 2019, the monthly income from our protection products, like GAP and credit insurance, is up more than 240%.

That growth means a lot more members are covered when life happens.

03 · Leading people

Hire great people. Then get out of their way.

A

Hire great people.

Find people who are better than me at what they do.

B

Give them room.

Let them own it, make the call, and lead.

C

Have their back.

Especially when it gets hard.

50+People on my team

It's the same as competing. You can't win the race for someone. But you can get them ready to win it.

04What's next

Getting ready for AI. Not chasing it.

AI is going to change how credit unions lend and serve members. I'm leading WEOKIE's work there, building the skills and the systems so we're out in front of it, not playing catch-up.

05Before WEOKIE

I learned to read a P&L like it was my own money. Because it was.

Before WEOKIE, I built a marketing agency in Norman from zero into a multimillion-dollar business, won national and international awards, and sold it. That founder brain is the one I bring to work every day.

Let's talk.

Credit union leaders, board members, people working on where this industry goes next: I'd like to hear from you.