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Wilary Winn LLC
  • (651) 224-1200
  • Services
    CECL
    & ALM
    • Credit Risk
      • Current Expected Credit Loss (CECL)
      • Capital Stress Testing
      • Concentration Risk Management
      • Real Return Analyses
    • Outsourced ALM Advisory
      • Interest Rate Risk Management
      • Budgeting and Balance Sheet Optimization
      • Liquidity Stress Testing
    Mergers &
    Acquisitions
    • Preliminary and Final Merger Valuation
    • Accretion True-up
    • Goodwill Impairment Testing
    • ASC 310-30
    Valuation of
    Loan Servicing
    • Residential MSRs
    • SBA 7(a) Loan Servicing
    • Commercial Servicing
    Additional
    Services
    • Mortgage Banking Derivatives (IRLCs)
    • Fair Value Footnotes
    • ALM Model Validation
    • Non-Maturity Sensitivity Analyses
    • SBA 7(a) Gain on Sale
    • TDRs
    • Non-Agency MBS
    • TruPS
    Overview of Services
  • Our Company
    • About Us
    • Our Team
    • Relationships
  • Services
    • Overview of Services
    • CECL & ALM
    • Mergers & Acquisitions
    • Valuation of Loan Servicing
    • Additional Services
  • Resources
  • News & Events
  • Contact Us
  • Careers

Our Team

Our team of dedicated, conscientious, detail-oriented professionals can help you with your most complex needs. Our team members have degrees in finance, actuarial science, economics, risk management, mathematics and accounting.

Senior Team

Douglas M. Winn
President and Co-founder

Mr. Winn is a nationally recognized expert regarding accounting and regulatory reporting for financial institutions.

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Frank J. Wilary
Principal and Co-founder

Mr. Wilary ensures that client deliverables are of superior quality and that best practices are used across the firm's lines of business.

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Matthew C. Erickson
Managing Director

Mr. Erickson leads the CECL & ALM and concentration risk management business lines and assists with mergers & acquisitions.

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Eric J. Nokken
Director

Mr. Nokken is an expert in the accounting and regulatory reporting related to mortgage banking activities.

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Cheryl Cronkhite, CPA
Controller

Ms. Cronkhite plays a key role in the firm's financial reporting, planning and budgeting.

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Anneliese Ramin
Senior Manager

Ms. Ramin uses her actuarial science skills to perform valuations of loan servicing and pooled trust preferred CDOs.

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Cole Schulte
Senior Manager

Mr. Schulte focuses on Wilary Winn's fair engagements including mergers and acquisitions, goodwill impairment testing, fair value footnotes, and ASC 310-30 accounting.

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Joseph Trabant
Senior Manager

Mr. Trabant joined the firm in 2016 and works primarily on ALM, mortgage banking derivatives, concentration risk management and CECL Readiness valuations.

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Michael Tessier
Senior Manager

Mr. Tessier leads Wilary Winn's model validations business line including models used for ALM, reverse mortgages, residential mortgage servicing, mortgage banking derivatives, and credit risk - including CECL.

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Hao Xu, CFA
Manager

Ms. Xu joined the firm in 2017 and focuses on ongoing ALM engagements, concentration risk analyses and ALM validations.

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Financial Analysts

Landon Brodersen
Senior Financial Analyst

Mr. Brodersen joined Wilary Winn in November 2021 and holds a Bachelor of Arts degree in economics from St. John’s University.

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Na Zhang
Senior Financial Analyst

Ms. Zhang teams with senior managers and directors primarily on asset liability management (ALM), concentration risk management, Current Expected Credit Loss (CECL) analyses, and mortgage servicing rights (MSR) valuations.

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Dairong (Grace) Cheng
Financial Analyst II

Ms. Cheng graduated with an MBA in Corporate Finance and Investment Banking from the University of Wisconsin-Madison.

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David Julson
Financial Analyst II

Mr. Julson joined Wilary Winn in August of 2021 and has a bachelor’s degree in accounting from Augsburg College.

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Jake Coulson
Financial Analyst II

Mr. Coulson joined Wilary Winn in May 2019 after graduating from the University of Minnesota with a bachelor’s degree in mathematics with an emphasis in actuarial science and minors in statistics and risk management.

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Kyle Staudt, CPA
Financial Analyst II

Mr. Staudt joined Wilary Winn after graduating from the University of Wisconsin-Madison with a master's degree in accounting.

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Zachary Garvis
Financial Analyst II

Mr. Garvis joined Wilary Winn after graduating from the University of Minnesota with a bachelor's degree in finance and a minor in mathematics.

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Connor Smith
Financial Analyst

Mr. Smith joined Wilary Winn after graduating from the University of Minnesota with a bachelor’s degree in finance and a minor in business analytics.

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Gabe Richardson
Financial Analyst

Mr. Richardson joined Wilary Winn after graduating from the University of Minnesota with bachelor’s degrees in finance and international business.

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Jean-Marc Chedid
Financial Analyst

Mr. Chedid joined Wilary Winn in February of 2022 as a part-time analyst while completing his Master of Science in Finance degree at the University of Minnesota.

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Jingyi Li
Financial Analyst

Ms. Li joined Wilary Winn in 2021 after graduating from the University of Minnesota with a master’s degree in financial mathematics.

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Support

Marcie Greenwaldt
Operations and Marketing Analyst

Ms. Greenwaldt has operational and marketing experience in the education, healthcare, and financial services sectors and uses this diverse knowledge to support Wilary Winn's clients and staff.

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Featured

States Push Back on Credit Unions Acquiring Banks

A growing number of states are blocking the ability of credit unions to buy banks amidst competitive concerns.

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What our clients say

TruStone Financial has used Wilary Winn’s services for valuation of mortgage servicing rights, mergers/acquisitions and goodwill impairment testing. The entire team at Wilary Winn is professional and very knowledgeable of […]

Gina Leyda, Vice President, Accounting, TruStone Financial Credit Union – Plymouth, MN
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About Wilary Winn

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What We Do

  • CECL & ALM
  • Mergers & Acquisitions
  • Valuation of Loan Servicing
  • Additional Services
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  • (651) 224-1200
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