Let us help you KEEP your employees.
As a business, your #1 strength is your people. And financially stable employees become a dependable 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 30 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 financial coaching
- On site or online
- Account opening and loan applications
- Health Savings Accounts (HSAs)
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. Learn more about Aspire.
Life is unpredictable. And when it hits hard, we’re here. Our affordable, simple #LifeHappens loans help your team members and their families face challenges head-on:
- Medical / Dental & Braces / Vision
- Pet Health
- Home Energy / Improvement / Emergency
- Auto Repair
- Funeral
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. Learn more about the ERN.
Matt Duguid
Business Development Manager, Certified Credit Union Financial Counselor
269.382.7877
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 Officer, Certified Credit Union Financial Counselor
269.382.7883
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).
"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 is a great benefit of our partnership with Kalsee."
- Kelli Adams CCSP, Lead Success Coach, SWM ERN
More to Explore
How Do I...
Find a Branch and ATM?
Click to locate a fee-free ATM near you. Did you know you can use credit union CO-OP network ATMs and fee free?