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Financial Wellness for City of Sun Prairie Employees

Hey, this way to your financial journey! You have the power to own your finances, and it all starts by having access to some pretty incredible resources (an extra perk of the job). So what’s the next step, and the one after that? Summit meets you wherever you’re at, with personalized guidance, helpful tools, everything you need to confidently live your best life. And it’s all at no cost – supporting you is just what we do. Let’s do this!

What’s on Your Mind About Money?

When you carry financial stress, it affects how happy and successful you can be in other aspects of your life. Ready to achieve a greater sense of well-being by taking steps toward personal financial wellness? We're ready to help.

Amy Crowe

Amy Crowe
Financial Education Specialist

Jan Koenig | VP Financial Wellness

Jan Koenig
Financial Education Specialist

Melanie Ruelas | Financial Education Specialist

Melanie Ruelas
Financial Wellness Specialist

Here’s How We’ve Been Helping City of Sun Prairie Employees

  • Making Financial Freedom Possible
    Where, what, how? Work with your financial wellness team on a personalized plan.
    Ask Us How
  • Finding an Expert
    Let's connect you with the best person to help with your questions and goals.
    Find a Mortgage Loan Officer
    Find a Summit Financial Advisor  
  • Saving for the Future
    Whether it’s for a rainy day or an IRA, we’ve got a calculator for it.
    See Our Calculators  
  • Taking Care of Student Loans
    It’s good to find the smartest way to repay, so let’s figure it out together.
    Student Loan Refinance  
  • Being Ready for Retirement
    See what you'll need to build wealth for a secure future!
    Investment Options  
  • Understanding Mortgage Matters
    Our resources answer your questions so you can build wealth by owning or updating a home.
    Mortgage Guidance  
  • Learning More of What You Want to Learn
    Get your very own personalized playlist of interactive modules to build your expertise on any topic for smart financial decisions.
    Financial Education Center

All Your Money Tools in One Easy Place!

Ready to get on track with your finances? Summit has everything you need to make it happen.

Education Center

Anytime, anywhere access to financial education on topics you care about most. Designed to assess, educate and empower you to improve your financial wellness.

Get Started Today

Mortgage Guidance & Resources

Get up to speed on all things home – whether you’re buying, building or tackling that dream remodeling project. We’ve got loan calculators, tips to help you be a smart first-time homebuyer and lots more!

Get Homebuying Guidance

Financial Blog

The insights and advice you need to make smart money choices on everything from helping your kids navigate money to how to save for retirement.

Read Blog Articles

Calculators, Checklists & Tools

Saving up for your next car or the kids’ college? Planning for retirement or looking for better ways to manage your credit or investments? Check out our easy-to-use, interactive tools.

Explore Money Tools

Money Smarts Podcast

Want to hear a few ways you can turn wishing, waiting and wondering into planning, doing and experiencing? That’s what our Money Smarts podcast is all about.

Listen Now

On Demand Webinars

All our best insights on tons of financial topics – completely on your own time. There’s no limit to what you can learn with this collection of on demand webinars.

Watch & Learn

Get Financial Guidance

Name your goal – our dedicated experts have you covered! Say hi to all the teams available to you:

  • Financial Wellness Team – We’ll answer all your questions and help you on your path to financial freedom.
  • Mortgage Loan Officers – For all things, well…mortgage. (Keepin’ it easy and stress-free as the #1 Mortgage Lender in Wisconsin!)*
  • Summit Financial Advisors – Wait’ll you see all these great options for planning, investing and retirement. We’ll go through them together.
  • Branch Staff – We’re always standing by for all your other everyday needs, too.

Let’s get you to the right people. Just fill out the form below!


Free Webinars and Events

Want to go in-depth with our financial wellness experts? You’ve got it. We cover a variety of different topics and take your questions – plus, you can join our webinars easily online!

Summit Picks for City of Sun Prairie Employees

October 11, 2023

Finances are an important part of any relationship. Learn how to engage in honest, open conversations to set financial priorities together.

November 8, 2023

Balance the relationship between your finances, your loved ones, and yourself. Learning to properly set financial boundaries can not only help shield your finances, but it can also protect your relationships and your mental health.


September 26, 2023
  • What is traditional portfolio diversification?
  • How has the investment landscape changes?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?
Facebook Live
October 10, 2023

Have questions about student loans? Don’t miss our upcoming Facebook Live event, where we’ll chat with one of our student loan experts in real time! We’ll cover a comprehensive list of topics, from budgeting and new repayment options to avoiding scams. 

Extra Perks – Just for Being a City of Sun Prairie Employee!

What would all these financial education, coaching and planning resources be without some bonus perks to go along with ‘em? Here’s everything that can be yours when you join Summit!

Special Offers

  • $501 when you open a checking account with a debit card, online banking and e-statements
  • $502 with your next loan
  • 50% off3 your Red SHOES® registration fee (a $17.50 value) with promo code FinancialWellness at

Rewards Programs

  • An annual cash payout – Our Cash Boomerang4 is just how it sounds – cash that comes right back to you, based on how much you save and borrow at Summit Credit Union in any given year. See how you qualify.
  • Oodles of rewards – Qualifying members of our Oodles rewards program get monthly specials, free giveaways, prize drawings, loan discounts and deposit bonuses…join the fun! Check out the details.

Savings Over Other Institutions

  • $291 in annual savings5 for the average Summit member household versus the costs associated with their previous banking institution
  • $1,790 in annual savings6 when you bring your mortgage, checking account and more to Summit

An extra $50 here, an extra $291 here… it all adds up. We want to change the way you think about money and that starts with being able to save some more of it for yourself. But it’s just the tip of the iceberg. Here’s to the financial wellness journey.

Become a Member

Banking Anywhere

It’s a lot easier to be confident with your money when it’s available at your fingertips any time. But it’s more than that. When you join Summit, you get additional tools that help you go above and beyond when managing your money.

Summit’s Climbr®

Your very own personal financial management tool.

Learn About Climbr

Digital Wallets

Pay right from your phone or smartwatch, pretty much anywhere.

Make Paying Easier


Send money to family and friends – and receive it too!

Check Out Zelle

Voice Banking

Deposits, transfers and balance checks are just an “Alexa…” away.

Enable the Skill

Member Login  Become a Member



*The Wisconsin’s #1 Mortgage Lender designation is based on the number of loans originated in 2021, gathered from the Home Mortgage Disclosure Act data compiled annually by the Consumer Financial Protection Bureau. The results of the data were obtained through the Consumer Financial Protection Bureau. LEI: 254900NTAC4H10MGSU23

1 Offer valid to new members only. One checking account per member. New checking accounts only. Minimum to open Free Checking account is $25. Primary Savings account required to have Free Checking. Primary Savings account: minimum to open $5. Annual Percentage Yield (APY) as of 11/1/2022 is 0.03%. Rate may change at any time. Minimum to obtain APY is $25. To receive the cash bonus, a checking account with a Visa Debit Card, online banking and e-statements must be opened and remain active for 6 months. Cash bonus will be deposited to your savings account within 30-60 days. Minimum deposit to open a checking account is $25. Cash bonuses are considered taxable income and are subject to 1099 reporting for tax purposes. Fees could reduce earnings. Offer is subject to change and/or termination at any time at the sole discretion of Summit Credit Union.

2 Offer valid to new members only. To receive the cash bonus, any loan, line of credit, or mortgage must be opened within 30-60 days of the account opening. Offer subject to change without notice. Cash bonuses are considered taxable income and are subject to 1099 reporting for tax purposes. Offer is subject to termination at any time at the sole discretion of Summit Credit Union.

3 Enter promo code Financial Wellness when registering online at Not valid with any other special offers. Offer is subject to termination at any time at the sole discretion of Summit Credit Union.

4 No minimum balances are required to be eligible for the program. Any fees/charges applied to an account will reduce the account balance and result in less dividends earned. A checking account must be open as of 9/30 of year of payment to be eligible for the program. Only members in good standing at the date of the payout will receive as long as the Cash Boomerang computes to $10 or more, with a maximum of $1,000. Cash Boomerang is not guaranteed. Cash Boomerang is a dividend and subject to tax reporting.

5 Savings over the average cost of doing business with a for-profit banking institution in WI. CUNA Economics & Statistics Department, customized analysis of member benefits for Summit Credit Union, for 12 months ending December 31, 2021.

6 Savings reflects a member who has a $30,000, 60-month new auto loan, a classic credit card with an average balance of $5,000, a $200,000, 30-year fixed rate mortgage (a 30-year fixed rate mortgage is replaced with a 5-year adjustable rate mortgage if it yields a greater benefit as it is assumed more in demand), $5,000 in an interest-bearing checking account, $10,000 in a one-year certificate account, and $2,500 in a money market account. CUNA Economics & Statistics Department, customized analysis of member benefits for Summit Credit Union, for 12 months ending December 31, 2021.