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.
We’ve been a customer of Wilary Winn’s valuation services for numerous years. We view Wilary Winn as a partner that is responsive to our needs and presents us with valuable information and services that may be of relevance to us. We recently engaged Wilary Winn to perform a CECL readiness assessment in anticipation of the new CECL methodology that is required to be adopted. As always, the team was professional, helpful in their guidance, and patient throughout the data collection process. The final report was informative and comprehensive and very much valued by the Executive Team at our organization. We look forward to our continued collaboration with Wilary Winn for our organization’s needs.
Julie Kim, Executive Vice President & Chief Financial Officer, Logix Federal Credit Union – Burbank, CA
We have engaged the services of Wilary Winn to conduct detailed analysis of both our commercial and residential mortgage servicing assets since December 2013. Wilary Winn has the necessary skills and expertise to provide us with an accurate analysis. They are very easy to work with and we are very pleased with their ability to provide timely and accurate reports. Wilary Winn promptly responds to any questions or concerns we have.
Larry Gehle, Senior Vice President & Chief Risk Officer, First Dakota National Bank – Yankton, SD
Amboy was first referred to Wilary Winn in 2010 for valuation services. Our relationship since then has grown well beyond valuing securities, with WW providing accounting advice on multiple topics, guidance on regulatory issues and support with regulatory inquiries. Whatever the topic, they are quick to make sure we understand the financial statement impact as well as any regulatory capital implications. Wilary Winn has been the most valuable advisor we have engaged in the last five years.
Mary Riccardi, CPA, Chief Financial Officer, Amboy Bank – Old Bridge, NJ
FPCU has been working with Wilary Winn for over 5 years. Their expertise in Mortgage Servicing Rights, Merger Valuations, and Interest Rate Lock Commitments is excellent. Our examiners and auditors like the reports provided by Wilary Winn and have never disagreed with the results.
Mary Torsney, Senior Vice President & Chief Financial Officer, Financial Partners Credit Union – Downey, CA
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, Senior 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
With low rates anticipated to remain well into the future, the strains to maintain financial objectives increase and this pressure will continue to build until interest rates normalize. 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’s expertise and guidance has been instrumental in establishing accurate accounting processes related to the sale of SBA loans, as well as in performing the annual valuation of the our SBA servicing assets since 2014. In addition to providing high quality deliverables, the Wilary Winn team also takes the time to walk through the valuation reports and is always responsive with any follow-up questions. We thank Wilary Winn for providing high quality service and look forward to continuing our partnership in the future.