Testimonials

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Discover the voices of our satisfied clients—a diverse network of community financial institutions spanning the nation. This includes approximately 300 community banks, with 73 publicly traded, and nearly 300 credit unions, including 41 among the top 100.

We have been a client of Wilary Winn since 2006 when we engaged with them to value our mortgage servicing rights. We have also worked with Wilary Winn in two M&A valuations and were very pleased with the detailed analysis provided, as were our auditors. They are always accessible and provide expert advice and deliver professional reporting. I would highly recommend their services to anyone.

Cathy Messier, Vice President, Controller, New England Federal Credit Union – Williston, VT

Midland States Bank has been working with Wilary Winn for many years. Their expertise in Mortgage Servicing Rights, SBA 7(a) Valuations, SBA 7(a) gain on sale calculations, and fair value work is excellent. I highly recommend Wilary Winn for their knowledge, responsiveness and professionalism.

Donald Spring, Chief Accounting Officer & Corporate Controller, Midland States Bank – Effingham, IL

Wilary Winn’s innate ability to be always accessible and responsive is only superseded with their unmatched mortgage banking expertise. A reliable partner that can always be counted on.

Francesco Froio, CPA, Assurance Partner, BDO

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 the credit union industry. We would highly recommend their services to other financial institutions.

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

I have worked with Wilary Winn for the last seven years. They helped me understand and get ready for the implementation of the current expected credit loss accounting standard back in 2016. The process of getting the data over to them was smooth and the reports issued struck the right balance of executive summary and the necessary details.

The trust in the relationship with the Wilary Winn team has grown and our recent credit union merger is being supported by a knowledgeable team assisting with the fair value accounting. I highly recommend Wilary Winn as partner when accuracy, support, and professionalism matter most for your complex accounting needs.

Greg Spear, Senior Vice President/Chief Financial Officer, Advantis Credit Union – Oregon City, OR

I approached Wilary Winn because our Credit Union needed assistance resolving a distinct and complex accounting issue related to our Purchased Credit Impaired Loans (ASC 310-30). Wilary Winn assisted us by taking the time to thoroughly understand our circumstance and by providing a cost-effective solution using their valuation model. As a result of their services, we have remediated our accounting issue and our accounting team has become more knowledgeable with respect to PCIL accounting. What I really liked about Wilary Winn, in addition to their expertise in this area, is their assistance throughout the entire process. This included providing recommendations on how to improve our data quality, as well making themselves available to discuss the valuation report with our external auditors. I was truly “wowed” by the experience! I highly recommend Wilary Winn to people who need assistance with fair value estimates related to ASC 310-30.

Hugo Silva, Vice President, Accounting & Finance, UNIFY Financial Credit Union – Torrance, CA

At OnPoint we find tremendous value in a trusted partner like Wilary Winn. We have been working together for the past eight years and have found that they are easy to work with, responsive to our needs, and very knowledgeable. We’re looking forward to continuing the partnership in the future.

Jim Hunt, Senior Vice President & Chief Financial Officer, OnPoint Community Credit Union – Portland, OR

Centris attended a conference hosted by Wilary Winn LLC. We were highly impressed with the presentation that they gave on non-maturity deposit analysis. Their methodologies were sound and they introduced us to the concept of “surge deposits” and how we need to be ready surge deposit runoff when rates do rise. Upon returning to the office, we engaged Wilary Winn to complete a non-maturity sensitivity analysis. We received a very thorough final report laying out their methodology, process, and results. We now incorporate these results into our ALM modeling. Wilary Winn was very helpful throughout the process and did a wonderful job.

John Walker, Director of Financial Analysis, Centris Federal Credit Union – Omaha, NE

We’ve been a customer of Wilary Winn’s valuation services for numerous years. We view Wilary Winn as a partner that is responsive to our needs and presents us with relevant, valuable information and service. We partner with Wilary Winn for quarterly CECL and Mortgage Servicing Rights valuation services and various other work, including non-maturity deposit studies, ALM validation work, and non-agency investments stress testing. The team is always very responsive, professional, and helpful in their guidance. Partnering with Wilary Winn has assisted us in meeting many of our internal and/or regulatory needs, and the reports they provide are informative, comprehensive, and greatly valued by the executive team at our organization. We look forward to our continued collaboration with Wilary Winn for our organization’s needs.

Julie Kim, Executive Vice President and Chief Financial Officer, Los Angeles Police Federal Credit Union – Van Nuys, CA

We have engaged the services of Wilary Winn to conduct detailed analysis of both our commercial and residential mortgage servicing assets since December 2013. Wilary Winn has the necessary skills and expertise to provide us with an accurate analysis. They are very easy to work with and we are very pleased with their ability to provide timely and accurate reports. Wilary Winn promptly responds to any questions or concerns we have.

Larry Gehle, Senior Vice President & Chief Risk Officer, First Dakota National Bank – Yankton, SD

Wilary Winn’s customer service is at the top of their respective field. The team at Wilary Winn is able to navigate a complex servicing asset valuation and provide feedback that removes the abstract thinking from the fair value of servicing. Our Board, our Executive team, and our management team all use the Wilary Winn quarterly report to evaluate our servicing asset risk, our upfront valuation of servicing, and our pricing of servicing compared to the market. When other bankers ask about our processes around servicing asset valuation, I can quickly point to our partners at Wilary Winn as the experts in their field.

Matt Mullet, Executive Vice President & Chief Financial Officer, 1st Security Bank of Washington – Mountlake Terrace, WA

I feel like I know something about ALM. I started my career analyzing bonds. I had the benefit of making some investment mistakes early. I worked for an ALM software company. I earned the CFA Charter. As a credit union CFO, I’ve been through a dozen federal and state exams and endured the breathless panic about interest rate risk. I have seen the product of many ALM experts that have capitalized on the institutionalized fears. So I was skeptical when it was recommended to me that I get an ALM validation through Wilary Winn. However, what I found was an incredible team of scientists with the purest integrity. I can say confidently these people are among the finest analytical minds I have ever had the pleasure of working with. If you are interested in understanding the fundamental reality of your balance sheet, sign them up. If you want a rubber stamp, go to Office Max.