About Us

We are here to help individuals, families, and communities grow, protect, and preserve what matters most. Our trust and estate planning services are designed to protect your legacy and provide valuable peace of mind.

Building on a legacy of service.

Credit Union Trust was founded by a group of credit unions who believe in putting people before profits. We apply that philosophy as we work with both members and non-members, every day. We are focused on what is happening in your life and how it might affect your financial legacy and family harmony, both now and after you are gone.

Our Purpose

To provide valuable trust, investment, and fiduciary services to more individuals, families, and communities.

Our Values

Your success is our success. We work to demonstrate, always, our high level of integrity and personal service.

Invested in today to protect your tomorrow.

Our unique team includes well-seasoned trust administrators, former estate planning attorneys, and other experienced financial employees, all of whom are dedicated to offering the expertise that matters with the personal service that clients deserve—protecting legacies and providing valuable peace of mind.

Jordan Summers

President & CEO
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David Benedetto

EVP, Chief Fiduciary Officer
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Jami Catalfio

VP, Senior Trust Advisor
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Anne Hamlin

VP, Lead Client Service Associate
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John Landis

VP, Director of Business Development
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Daniel Ray

VP, Director of Investments & Corporate Administration
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Gillian Rendel

VP, Senior Trust Advisor
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James Welch

VP, Senior Trust Advisor
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Cathie Rourke

VP, Director of Marketing
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Mark Seski

Senior Portfolio Strategist
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