Everyone Needs A Plan
Establishing a trust may be the most important financial step you could ever take. In the past, however, it could be difficult to find a knowledgeable source that was accessible, reasonable, and personal. That’s why Credit Union Trust was formed by Honor Credit Union, along with six other Michigan-based credit unions. Credit Union Trust was organized to serve the needs of credit union members to help plan and protect their financial legacy. Credit Union Trust will help you safeguard assets and ensure that they are distributed according to your wishes, to the people you love. You can trust that your final wishes will be carried out as you have planned with both respect and kindness.
Why You Should Consider A Professional Trustee
What Is A Trust?
Why Create A Trust?
Credit Union Trust offers a wide range of services. If you are interested in increased protection and the ability to control the distribution of your assets, creating a trust is one of the most important steps you could take. You will sleep better at night, knowing you have a solid plan in place to carry out your wishes.
Please submit the form below and a Credit Union Trust representative will reach out to you.
Meet The Team
Credit Union Trust was created to provide trust and investment solutions to credit union members and the public. We promise to build on the credit union legacy of service and integrity as we create an enduring future for those we serve.
Vice President & Trust Officer
Jim has more than 25 years of experience in personal trust administration and probate & estate settlement. He is also extremely knowledgeable about the western Michigan market, having lived in St. Joseph for more than 20 years and worked for financial institutions in both St. Joseph and Kalamazoo.
A National Trust School Graduate of both University of Chicago and Northwestern University, Jim received his CTFA designation in 2004. He holds a Bachelor of Science from Western Michigan University.
Jim is a member of the Southwestern Michigan Estate Planning Council and serves as a HOST volunteer at Benton Harbor Public Schools.
His office is located in the Honor Credit Union St. Joseph Member Center.
Susan Goodkind Wideman
Business Development Consultant
Susan Goodkind Wideman, J.D. practiced Elder Law & Estate Planning in Michigan’s Upper Peninsula for 20 years. She retired from her law firm in 2019, and now works with Credit Union Trust as a Business Development Consultant.
Susan received her law degree from Western Michigan University. She also holds a Bachelor’s degree from Cornell University.
Susan works out of the Honor Credit Union Negaunee Member Center.
Pete has been a financial advisor for nearly 20 years providing comprehensive, financial and investment planning services to his clients. As a Financial Advisor, Pete provides client investment strategy oversight, financial planning and technology supported through LPL Financial.
He is a graduate of Northern Michigan University with a Bachelor of Science degree in Finance. Pete earned the CFP® designation in 2009 and continues to fulfill annual continuing education requirements and to remain current regarding trends and planning techniques within the industry.
Pete works out of the Honor Credit Union Negaunee Member Center.
Mark has been a financial planner for over 30 years years providing comprehensive, financial and investment planning services to his clients.
Mark maintains two strong associations. First, he provides securities oversight, financial planning and technology supported through LPL Financial. Secondly, Mark is an active member of a prestigious and large regional network of America Group Retirement Strategy Centers. Service team members are skilled, knowledgeable, and focused on serving clients with dedication and distinction. America Group Retirement Strategy Centers is known as one of the “Top” large enterprises associated with LPL Financial.
Mark attended Michigan State University. He graduated with a B.A. in Business Administration in 1979.
Credit Union Trust does not guarantee investment results in its fiduciary accounts. Where non-deposit investment products are used, such investment products are not insured by the FDIC, are not deposits or other obligations of Credit Union Trust and are not guaranteed by Credit Union Trust, and are subject to investment risks, including possible loss of the principal invested.