We serve community financial institutions located across the country, including more than 250 community banks with 67 that are publicly traded, and over 250 credit unions including 40 of the top 100. See what they say about us.
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 preform 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. The professionalism, concise directions, and depth of knowledge that Sean provided to us 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 Blawat, Chief Financial Officer, Border State 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 they 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 have worked with Wilary Winn over six years at both a Bank and currently at a Credit Union. They have consistently provided timely and high quality consulting and valuation services. We have used them for Commercial MSR valuations and OTTI measurement and they have consistently exceeded expectations. Most importantly to me is both their superior technical skill but also their willingness to jump and support management if any of their work is questioned by either auditors or regulators. Their desire to work closely with management and to work through difficult issues is what truly sets them apart in my eyes. Great company to work with!
Tim Green, Executive Vice President & Chief Financial Officer, KeyPoint Credit Union – Santa Clara, CA
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, Senior Vice President & Chief Financial Officer, University of Iowa Community 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.