Business Development Officers

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Meet our Business Experts
There are many rewards to owning your own business and there can be many challenges along the way. Summit's business officers are committed to helping you grow your business by providing expert advice, and always looking for ways to strengthen your business.

Here's a little more about each of our Business Officers:

Dana Hoffmann - VP Business Services
608-243-5000, ext. 2862
800-236-5560, ext. 2862
email: dana.hoffmann@summitcreditunion.com

A little more about Dana...
Dana has been a trusted advisor to many small businesses for over 20 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 grow. Dana holds an MBA in Finance from the UW-Madison, is a board member of Wisconsin Business Development, and a loan committee member of the Madison Development Corporation. She's also a member of the Executive Woman's Golf Association, a former president of The Business Forum and has served on the Small Business Administration (SBA) state advisory council.

Jim Holden - VP Business Services
608-243-5000, ext. 2803
800-236-5560, ext. 2803
email: jim.holden@summitcreditunion.com

A little more about Jim...
Jim has developed a special expertise in the commercial lending market in South Central Wisconsin over the past 18 years. As resident, neighbor, and friend to many in the Waunakee area, he's very familiar with the commercial lending market. Jim is the President of the Waunakee & Westport Chamber of Commerce, a board member of the Waunakee Neighborhood Connection and committed to helping businesses in his very own community grow and succeed. Recently he was appointed to the Economic Development Task Force to advise the village board on potential usage of commercial building sites in Waunakee. Jim graduated from the University of Wisconsin-Lacrosse with a degree in Business Administration and Sports Management. He has also attended the WBA Business Lending School.

Julie Haberkorn - VP Business Services
608-243-5000, ext. 2868
800-236-5560, ext. 2868
email: julie.haberkorn@summitcreditunion.com

A little more about Julie...
With over 20 years of experience in the financial service industry, Julie has been helping business owners achieve their dream of having their own business. She holds a bachelor's of Business degree from Western Illinois University and she received her MBA from the Keller Graduate School of Management. She is also a member of The Business Forum and South Madison Area Business Association (SMBA).

Matt Rosenthal - VP Business Services
608-243-5000, ext. 1237
800-236-5560, ext. 1237
email: matt.rosenthal@summitcreditunion.com

A little about Matt...
In the past nine years Matt has helped many businesses grow. His financial background and experience has helped many businesses find opportunities that save them time and money. With his approach your goals are his goals and he's always looking for ways to help you succeed. Currently, Matt is a board member of the Sun Prairie Chamber of Commerce. He holds a bachelor's degree from Loras College, and an MBA in Finance from the University of Dubuque.

Scott Hoerth - VP Business Services
608-243-5000, ext. 1251
800-236-5560, ext. 1251
email: scott.hoerth@summitcreditunion.com

A little more about Scott...
Scott is a trusted financial advisor to many of our members and area businesses. His nine years of financial experience and personalized approach is valued by many business members. Scott's currently a board member of the Madison East-Monona Rotary club. He's a graduate of the University of Lacrosse with a bachelor's degree in Finance as well as a graduate from the Credit Union National Association's (CUNA) Business Lending Institute. In addition to helping area businesses achieve their goals, Scott is also the financial coach for our Project Money participants - Heike & Paul. Follow Heike & Paul throughout their journey - to increase savings and decrease debt - and see how Scott helps them reach their goals.

Together we can find ways to reach your dream of owning your own business. Feel free to contact us at any time. Our door is always open to answer your questions.

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