Testimonials
We serve community financial institutions located across the country, including approximately 300 community banks, with 73 that are publicly traded, and nearly 300 credit unions, including 41 of the top 100. See what they say about us.
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.
Matt Wohlers, CFA, Executive Vice President & Chief Financial Officer, Blackhawk Community Credit Union – Janesville, WI
Wilary Winn is the accountant’s valuation specialist. Not only do they have the valuation skills and knowledge to provide expert valuations, they also understand the applicable accounting standards. As a result, they provide their clients with the audit evidence their auditors need to evaluate the reasonableness of the valuation information. And on top of that, Wilary Winn provides impeccable client service!
Michael D. Lundberg, Partner, National Director Financial Institutions Services, RSM US, LLP
We have been a Wilary Winn client since 2006 when we engaged them to value our mortgage servicing rights. They worked with us to value the portfolio, to establish rates to record new mortgage servicing rights, and to set rates to amortize our existing and newly created mortgage servicing rights assets. Wilary Winn took the time to work with us to ensure we thoroughly understood the financial implications of our recording and amortization choices. I know that when I call Wilary Winn they will answer my questions in a timely and straightforward manner.
Michael Gretkowski, CPA, Controller, New England Federal Credit Union – Williston, VT
Wilary Winn’s expertise is a critical component in our risk assessment balance of maintaining current income coupled with appropriate and realistic evaluations of various scenarios we may face in the future. Their insight and analytics are an invaluable piece of our ongoing success and our preparedness for the uncertainties ahead. It is a pleasure to work with their team and expand our knowledge for the benefit of F&A Federal Credit Union!
Michael Harden, Executive Vice President & CIO, F&A Federal Credit Union – Monterey Park, CA
Wilary Winn has been a trusted partner of SECU Maryland for over 10 years and a strong supporter of the credit union movement. Wilary Winn has provided Maryland’s largest credit union with servicing rights valuations, annual report footnote disclosures and merger valuations over the years. After exploring the high cost of performing the CECL calculation in-house, SECU engaged Wilary Winn to perform the credit union’s initial CECL readiness loan valuation. Management was extremely pleased with the results, including guidance throughout the data gathering process, detailed analysis of calculations, and reporting. SECU has engaged with Wilary Winn on a long-term contract basis to provide CECL quarterly calculations and accounting entries and would recommend their services to anyone looking for a CECL vendor.
Steven L. Arbaugh, Chief Financial Officer, SECU Maryland – Linthicum, MD
We have worked with Wilary Winn twice in the last couple of years with our acquisition accounting. Their professionalism, concise directions, and depth of knowledge makes what could be a very overwhelming process seem so simple. The quality of the documents and information provided for bank management, auditors and examiners is truly impressive.
Tammy Stanton, Chief Operating Officer, Border Bank – Fargo, ND
When regulators suggested that Brentwood Bank get independent support for our hard-to-value securities, we looked to Wilary Winn. Recommended by a fellow banker, we are quite pleased with their work. Though other firms will do a similar valuation, many also want to also sell the securities, which is a potential conflict of interest. Wilary Winn provides detailed support for their position and they don’t have a horse in the race whether or not we sell. We have been able to discuss their findings and Wilary Winn always provides support and are not afraid to be challenged. Both our regulators and outside accountants have accepted their work.
Thomas Bailey, President & Chief Executive Officer, Brentwood Bank – Bethel Park, PA
I simply can’t say enough good things about the service we receive from Wilary Winn. From professionalism to accuracy, knowledge of the industry to knowledge of our credit union, they are diligent and focused on providing the best ALM services to us on a personal level. If you are looking for a quick “check-the-box” ALM solution, this is not the firm for you. On the other hand, if you are looking for an outstanding relationship with a leader in the industry who will provide a comprehensive model custom fit for your organization, then Wilary Winn is the only choice.
Todd Fanning, Interim Chief Executive Officer, GreenState Credit Union – North Liberty, IA
Over the last several years, Five Star has relied on the skills and expertise of the Wilary Winn team to perform our annual goodwill impairment testing. They have always been accessible, professional, and a valued partner. I look forward to working with them in the future and would recommend them to any credit union in need of a goodwill impairment test.