KOHLER - Key Persons
Alexis joined Kohler Credit Union in 2016 and has held several member service roles prior to becoming a mortgage loan originator in 2020. She enjoys helping members achieve their homeownership goals whether that is purchasing, refinancing, construction, or real estate investing. She is a dedicated mortgage loan originator with strong ties to the community.
Alexis grew up in Kohler and is a Kohler School alumna. After spending time living in Sheboygan and surrounding areas, she is now residing back in Kohler where she and her partner are raising their 2-year-old daughter, Winona. She enjoys supporting her community by shopping at local businesses, volunteering at local charities such as the Sheboygan County Food Bank, Salvation Army, and Humane Society, and donating to several children's hospital organizations.
In her spare time, Alexis likes to spend time with her family and friends, travel to warm destinations, and go sightseeing or thrill-seeking. She loves to go on adventures with her family and make new memories together. She also loves trying new restaurants and eating different types of cuisines. And when she needs something a little more relaxing, she enjoys reading a book and the occasional Netflix binge.
Job Titles:
- Lending Specialist
- Member of the Kohler Credit Union
Becky has been a member of the Kohler Credit Union team since 2002. Starting out as a teller, Becky spent ten years as a member service representative in the call center before her current position as lending specialist. Becky's experience at the credit union has provided her with a wide breadth of knowledge that she uses to help members improve their financial lives. Prior to Kohler Credit Union, she worked in a variety of customer service related positions.
Job Titles:
- Member of the Board of Directors
Job Titles:
- Chairman of the Board of Directors
Job Titles:
- Treasurer of the Board of Directors
Job Titles:
- Commercial Lending Officer
Kohler Credit Union welcomed Dan to its commercial lending team in 2022 with several years' experience in the financial services industry. Prior to joining the credit union, he held multiple positions in business banking, accounting and management. Dan's experience allows him to provide our members with a variety of different commercial lending solutions while keeping the member's needs a top priority, He is committed to our members' success and helping them achieve their financial goals while growing their business. Dan holds a Master of Business in Business Management from Cardinal Stritch University as well as a bachelor's degree in Journalism from the University of Wisconsin-Whitewater.
Dan is a Milwaukee native and currently resides in Wauwatosa. He presently sits on the Alumni Board for Cardinal Stritch University as their volunteer treasurer. In his spare time, he enjoys spending time with his wife, Therese, two children, Kellan and JoJo, and family dog, Tala. When time allows, he is passionate about traveling, learning about history and collecting foreign currency. He also enjoys martial arts, weightlifting and is an avid golfer.
With Kohler Credit Union's commercial lending options, you can take your entrepreneurial dream to the next level. Contact Dan today to see how he can help your business succeed.
Job Titles:
- Director of Commercial Lending
David has been in the financial services industry for over 25 years, with the last 15+ years focusing on commercial lending, commercial credit analysis and risk analysis. David has experience managing business' financial needs for companies ranging from well-established organizations with multi-million dollar lending needs to small start-up businesses. At the Credit Union, David can help our Business Members reach their goals through partnering with them to find the best solutions to their needs based on where they are at in their journey.
David holds a bachelor's degree from Concordia University with a major in business management and a minor in communications. After graduating from high school, David enlisted in the United States Navy. He served on the aircraft carrier USS Saratoga (CV-60) as an ABH AN and worked on the flight deck. David was honorably discharged in September 1999.
David is community-minded and currently volunteers with the Washington Foster Closet and Wisconsin Realtors Association. In past years he has also held numerous roles to help strengthen his community including vice president of the Kewaskum Chamber of Commerce, an appointed member on the Slinger, WI Revolving Loan Fund Committee and the Washington County Economic Development Revolving Loan Fund Committee. David also volunteered as the Treasurer for the local Cub Scouts group and with the Kewaskum Kiwanis group.
Job Titles:
- Member of the Board of Directors
- Incumbent
- Leikip - Secretary
Job Titles:
- Member of the Board of Directors
- Incumbent
Job Titles:
- LPL Financial Advisor at KCU Investment & Retirement Services
John is an LPL Financial Advisor at KCU Investment & Retirement Services located at Kohler Credit Union. He has 7+ years in the investment and insurance industry and holds a bachelor's degree in Education. John has earned the CRPC® designation, for financial professionals. The CRPC® is conferred by College for Financial Planning. This program enables experienced advisors to focus on clients' pre- and post-retirement needs, as well as issues related to asset management and estate planning. John has always had a passion for helping and supporting people. He accomplishes this by determining with you what your financial goals are, educating you on services available, and creating a customized plan that is most suited to you, while acting in your best interest as a fiduciary in advisory relationships. This practice will help ensure four key financial principles are covered: Develop and incorporate strategies aimed toward accumulating wealth during your working years, confidence and independence in your retirement, transfer of assets in a more advantageous manner, and continuous and ongoing communication throughout the process.
John continues to serve his community in organizations outside of KCU Investment & Retirement Services. He is President of USPTA Midwest Division Board and the Founder/President of the Fond du Lac Tennis Association. He volunteers at local schools to offer financial literacy and education for students. John and his wife, Julie, reside in Plymouth with their family. In his free time John enjoys reading, playing tennis and pickleball.
John is FINRA registered through LPL Financial with his Series 7 and Series 66 to sell securities. He holds Life, Health, and Variable Annuity licenses in the state of Wisconsin.
Kohler Credit Union welcomed Kalia to the team in 2016 as a lending specialist at our Financial Center in Sheboygan. Kalia has over fifteen years' experience in the financial industry in a variety of departments including retail, accounting, lending and lending support. She holds a Bachelor's of Science degree from the University of Wisconsin - La Crosse, with an emphasis in finance, and is bilingual in Hmong and English. Kalia looks forward to building stronger relationships with the community in our area especially when it comes to helping them understand their lending options.
When she gets the chance, Kalia enjoys traveling, crafting and learning about other cultures. She also enjoys participating in community outreach programs as well as spending time with her family.
Job Titles:
- Credit Union in 2019 As a Lending Specialist
Katrina joined Kohler Credit Union in 2019 as a lending specialist and most recently joined our mortgage team in 2022. She is dedicated to fulfilling our member's mortgage needs, helping them understand the mortgage process and providing exceptional member service. Whether you are a first-time home buyer, looking to refinance your current home or build your dream home, Katrina can help guide you on your mortgage journey.
Katrina contributes to the community through her volunteer work at organizations like River Edge Nature Center, Children's Hospital of Wisconsin, and St. Baldricks Foundation. She participates in different Chamber of Commerce meetings and events throughout Ozaukee & Washington counties. Wildlife conservation is also important to Katrina and her family, donating to local wildlife organizations, the Wisconsin Humane Society, as well as Shalom Wildlife Zoo.
Katrina is an Ozaukee County native and continues to reside in Ozaukee county with her husband and two sons. She enjoys spending time with her family attending the many festivals and school events in the community as well as enjoying the outdoors… golfing, hunting, fishing, boating, or enjoying a nice relaxing bonfire. When time allows, she also enjoys a good adventure and traveling with her family.
Job Titles:
- Commercial Lending Officer
Kevin has specialized in the financial needs of business and service professionals, in eastern Wisconsin, since 2003. Prior to joining the Kohler Credit Union team, he was the director of strategic initiatives at a dermatology firm as well as a commercial lender at other financial institutions. Kevin has an extensive business lending background including years of experience with government programs such as SBA, WHEDA, and USDA. He holds a business management undergraduate degree and a master's degree in organizational behavior from Silver Lake College. Kevin has continued his education with a variety of business and lending programs to help better serve his business members.
Kevin enjoys serving his community and is an active volunteer for several non-profit organizations including United Way, Roncalli High School Athletic Association and his parish, St. Francis of Assisi. In his spare time, he enjoys spending time with his children, as well as traveling to warmer destinations where he enjoys a game of tennis or golf.
With Kohler Credit Union's commercial lending options, share accounts, business/civic checking accounts and electronic services, you can take your entrepreneurial dream to the next level. Contact Kevin today to see how he can help your business succeed.
Job Titles:
- Member of the Board of Directors
If you have been a member for a minimum of 2 years, and are interested in learning about the board nominee and election process, please contact Tony Klockow, President/CEO, at 920.783.2421.
Job Titles:
- Member of the Board of Directors
- Incumbent
Job Titles:
- Member of the Board of Directors
Job Titles:
- Sales Assistant
- Program Sales Assistant at KCU Investment & Retirement Services
Rhiannon Hinz is the Program Sales Assistant and central point of contact at KCU Investment & Retirement Services located at Kohler Credit Union. She assists Tom Binversie and John Frausto, the financial advisors at KCU Investment & Retirement Services, by scheduling appointments, coordinating client events and seminars, creating program awareness, and processing account documentation. Rhiannon enjoys connecting with clients and members and enhancing their experience by making them feel welcome and assisting in their financial needs.
Prior to becoming the Program Sales Assistant at KCU Investment & Retirement Services, Rhiannon held various member service positions at Kohler Credit Union that provided her with the opportunity to help members plan for their financial future through investment, lending and depository options.
Rhiannon is active within Kohler Credit Union by volunteering for various committees and helping out with events where she represents the credit union and KCU Investment & Retirement Services. She values time with her husband and their two children by traveling and fishing in northern Wisconsin and Mexico.
Job Titles:
- Member of the Board of Directors
Talisha joined the Kohler Credit Union team as a lending specialist in 2020. Prior to Kohler Credit Union, Talisha's experience was in lending and retail. She holds an associate degree from Southeast Technical Institute with an emphasis in management. Talisha takes the time to learn, understand, and meet all of our member's needs. She likes to guide and educate the members through the loan process.
Talisha enjoys traveling even if it is just for a weekend getaway. She also enjoys hosting dinner parties, crocheting and outdoor activities with her dog.
Job Titles:
- Vice Chair of the Board of Directors
Weston joined the Kohler Credit Union team in 2019 as a lending specialist and joined our mortgage team in 2022. Prior to Kohler Credit Union, Weston's experience was in real estate where he was a licensed real estate agent. He holds a bachelor's degree in business administration with an emphasis in finance, insurance and real estate from the University of Wisconsin - Stevens Point.