Credit
Union
Trust
Our Trust and Estate Services: Your Legacy
Working with a professional resource to help plan and protect your financial legacy may be the most valuable decision you make. In the past, however, it could be difficult to find a knowledgeable source that was accessible, reasonable, and personal. That’s why Honor Credit Union helped form Credit Union Trust. Our trust and estate services help individuals, families, and communities grow, protect, and preserve what matters most. We help you safeguard assets and ensure that they are distributed according to your wishes, with both respect and kindness.
Complex
Family Relationships
Concerns
About Incapacity
Loved Ones
With Special Needs
Significant
Charitable Interests
Services
The professional expertise of the Credit Union Trust team delivers a wide range of valuable services, including the following listed below.
Trust Services
- Revocable Trusts
- Irrevocable Trusts
- Special Needs Trusts
- Charitable Trusts
- Individual Retirement Accounts
Fiduciary Services
- Estate Administration
- Personal Representative
- Agent for Fiduciary
- Co-Trustee Services
- Veteran's Accounts
- Conservatorships
Investment Services
- Investment Management
- Custodial Services
- Special Asset Management
-
Coordination with Existing
Investment Programs - Business Succession
Let's Connect!
Please submit the form below and a Credit Union Trust representative will reach out to you.
Meet Jim Welch
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.
Jim Welch
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 Munson
Financial Advisor
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 Sutherland
Financial Planner
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.
