Make a Payment Rates About Careers Contact Locations Kelly supervises an outbound driving team and Travis is a long-haul truck driver, while also keeping things moving at home with their 18-year-old daughter and 10-year-old son. They always thought if they worked harder, they’d do better, and now they’d like Project Money to help make their money work for them!
Jess has worked in the financial world for nearly 17 years and values being able to live with intention through planning. She’s excited to meet Kelly and Travis where they’re at financially and help them create habits that last far beyond the Project Money setting. Q: What’s the biggest thing that Project Money does for people? A: Being able to dig more deeply into the psychological part of spending vs. just the budgeting piece, then working through the layers to truly change behaviors. I’m not here to judge, just to ask the questions so we can really get to the “why” and shift the mindset to fit goals. Q: To you, what’s the one financial “must?” A: Take time to reflect on how money is spent and what value it brings to your life! Looking back helps you create the best plan for moving forward and build sustainable financial habits. Q: What’s something you wish you could tell everyone about finances? A: Plan where your money will go, or the universe will help you spend it. Life has changed with buying at the click of a button! Ask for a receipt for every purchase, however small, then sort them weekly to compare planned and unplanned expenses. Q: What do you love most about what you do at Summit? A: Seeing people have that “Aha” moment when I’ve shared something that resonates. We build relationships on trust and personal guidance here. I get to share knowledge and resources to support members along their path, whatever that looks like, and celebrate their successes. Q: Fun fact about you? A: I have the best husband and most fabulous, blended family of six children, five grandchildren and two dogs. I LOVE to travel, especially to Puerto Rico to visit family.
Featured Products Certificates Checking Accounts Home Equity Loans Home Loans Business Banking Certificates Checking Accounts Home Equity Loans Home Loans Business Banking Financial Education Upcoming Events Programs Tools & Calculators On-demand Webinars Podcasts Upcoming Events Programs Tools & Calculators On-demand Webinars Podcasts About Equity in Money™ About Summit Careers News Community Giving Equity in Money™ About Summit Careers News Community Giving Help & Support Contact Us Member Support Center Schedule an Appointment Find a Branch Contact Us Member Support Center Schedule an Appointment Find a Branch Please read the following before proceeding to: The website you are about to visit is solely the responsibility of the merchant or other party providing the site. The content of this third-party site, including materials and information, is solely the responsibility of the provider of the site. The Credit Union is not responsible for any such third-party content. Any transactions that you enter into with a vendor, merchant or other party that you access through this third-party site are solely between you and that vendor, merchant or other party. The Credit Union does not endorse the content contained in this third-party site, nor the organization publishing the site, and hereby disclaims any responsibility for such content. The Credit Union Privacy Policy does not apply to this third-party site, and for further information you should consult the privacy disclosures of the third-party site. NCUA Insurance Estimator Privacy, Security & Accessibility Rates, Fees, Terms & Disclosures Routing Number *  The Wisconsin's #1 Mortgage Lender designation is based on the number of loans in 2022, 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 LEI: 254900NTAC4H10MGSU23 **  SBA Lender of the Year Award for Credit Unions as awarded by the Small Business Administration of Wisconsin in 2023. Copyright 2024 © Summit Credit Union. All rights reserved. If you are using a screen reader and are having problems using this website, please call 608-243-5000 for assistance. Insured by NCUA