At our 2019 conference, attendees had the opportunity to register for an additional 15 minute one-on-one coaching session.
Business Loan Coaching Series with Summit Credit Union
Summit Credit Union’s business services team will work with you to answer your business money questions on how to be more comfortable with money and gain financial confidence!
Dana has been a trusted advisor to many small businesses for over 25 years. She’s always looking for new ways to strengthen your business and her experience in the financial services industry has helped many small businesses start and grow. Dana is a board member and past president of The Business Forum, and has served on Wisconsin Business Development’s board of directors. She is founding chair of the WI Credit Union League’s Business Lending Council. Dana was awarded the SBA 7A Diploma from the National Association of Guaranteed Government Lenders (NAGGL) and served on the SBA state advisory council. She is a founding member of Executive Women’s Golf Association-Madison. Dana holds an MBA in Finance from UW Madison. As an expert content contributor for entrepreneurial lending, she frequently presents for events and programs such as Women’s Entrepreneurship Day, BRAVA’s Thrive Conference, and the UW Madison Small Business Development Center’s Food Finance Institute and Essentials Business Planning classes.
With over 25 years of experience in the financial service industry, Julie has been helping business owners achieve their dream of launching their own business. She works with small business owners and start-ups. She helps make the complicated easy. She works with entrepreneurs to grow their business and reach their financial goals. She also works extensively with real estate investors in the residential and commercial markets. She earned the SBA 7A Fundamental and Advanced Diplomas issued by the National Association of Government Guaranteed Lenders (NAGGL). She has been a member of The Business Forum, Greater Madison Chamber of Commerce, Wisconsin Women Entrepreneurs, and Dane Buy Local. She has been involved with a number of local non-profits including The Road Home, United Way, and Junior Achievement. Julie holds a Bachelor’s of Business degree from Western Illinois University and received her MBA from the Keller Graduate School of Management.
Own Your Money Coaching Series with Summit Credit Union
Summit Credit Union’s Project Money Coaches will work with you to answer your money questions on how to save more and reduce your debt to help you be more comfortable with money and gain financial confidence!
Branch Manager, Summit Credit Union
Melanie Ruelas is a Branch Manager at Summit Credit Union. She began working in the financial industry straight out of high school and has carried a passion for helping people become financially successful ever since. A Summit veteran of nearly a decade, she has held various positions throughout her tenure of nearly 11 years at Summit.
Melanie is well acquainted with Project Money, Summit’s annual financial challenge. She was a financial coach for the program for two years and coached the season 9 and 10 winning teams by providing personalized strategies and resources to make impactful changes! Collectively, both teams saved more than $34,000 and reduced their debt by over $20,500.
Outside of her role at Summit, Melanie has three active children in sports and stays busy with volunteering for various organizations. She is an active Cottage Grove Chamber member with a passion for traveling to all 50 states!
Sherry Johnson is a branch manager at Summit Credit Union. She’s been working at Summit for more than 20 years in many different capacities, including as a teller, member service specialist, loan processor, loan closer, call center, IRA specialist, trainer, Sr. Financial Specialist and manager. She loves to help others find financial success and is invested in heling educate people on how to have healthier finances to reach their dreams.
Sherry has also been a financial coach for Project Money, Summit’s annual financial challenge. She has coached teams in the program for two seasons and coached the season 7 winning team by providing strategy and financial guidance to help her team reduce their debt and increase their savings. Sherry’s teams saved more than $31,000 and reduced their debt by nearly $35,000!