Financially empowered employees build a stronger, more reliable workforce.
We believe in building relationships and cultivating financial wellness.
And we’ll work with your team members as their financial partner and coach via on site or online group presentations and one-on-one coaching, helping solve problems and create solutions so that they can focus on what matters, at no cost to your company or employees. Our KEEP program started in 2019, and we now work with 40+ employers in the area to make their work place a platform for financial wellness through our KEEP program.
- Financial wellness group presentations on topics like budgeting, credit scores, loan basics, and more.
- Lunch and learns
- New hire orientations
- Online sessions
- Individual budget and credit score coaching by Certified Credit Union Financial Counselors.
- New checking bonus
- Mortgage closing cost discount
- Introductory credit card rate
For people struggling with bad credit, payday lending, consistently overdrawn accounts, delinquent loans, wage garnishments, and more, our Aspire Financial Counseling helps your team member gain control of their finances through budgeting, automated saving, and credit education.
For team members facing a hardship who may not qualify for other borrowing options, an Employer Resource Network (ERN) loan with Success Coaching may help.
ERN Success Coaches council employees on a wide range of challenges, including substance abuse, housing, child care, career development, and more.
Meet our Financial Counselors
Matt Duguid
Director of Financial Wellness
Certified Credit Union Financial Counselor
(269) 382-7877
mduguid@kalsee.com
With over 20 years of service industry experience, Matt’s personal and professional passion is developing strong relationships and helping people achieve financial wellness. His experience in both the staffing and manufacturing sectors gives him unique insight into the challenges faced by companies in today’s competitive hiring environment. Matt has helped many people overcome financial hardships and achieve their goals through our KEEP program. He’s also a proud WMU Bronco with a Bachelor’s of Business Administration (BBA).
Brian McDonald
Business Development Assistant Manager
Certified Credit Union Financial Counselor
(269) 382-7883
bmcdonald@kalsee.com
With 12 years of financial industry experience, Brian's personal and professional passion is developing relationships and helping members pursue financial wellness. His experience in banking and finance gives him unique insight into the challenges faced by many employees in today’s environment. He's walked through financial hardships with members and helped them overcome obstacles to achieve financial wellness. Brian is also a proud WMU Bronco with a Bachelor’s of Business Management (BBA).
Kayla Yancer
Business Development Officer
(269) 382-7883
kyancer@kalsee.com
With eight years of experience in the financial industry, Kayla has had the privilege of helping individuals take control of their financial futures. She believes that no one has it all figured out and that everyone starts somewhere, which is why she is dedicated to guiding people through their financial journeys with patience and understanding. Her passion lies in empowering others to build the confidence, skills, and knowledge they need to achieve their goals, whether it’s managing debt, saving for the future, or gaining financial independence. Her work is centered on providing the tools and support people need to thrive. She believes that everyone deserves the chance to succeed and is committed to ensuring they have the resources and encouragement to do so.
"Kalsee’s robust KEEP program has been a huge success with the employees our Success Coaches assist at our Employer Resource Network companies. Being able to provide additional financial resources to our employees so that they may become financially stable and working collaboratively with Kalsee’s team to support those in need are great benefits of our partnership with Kalsee."
The Empowerment Edit
