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OnPath CU announces a new business development team

OnPath Credit Union post-merger business development team unites two powerhouse credit union groups and over 75 years of combined industry experience.

METAIRIE, LA (July 9, 2024) — As part of their merger with Louisiana Federal Credit Union, OnPath Credit Union announced their new business development team to facilitate the growth efforts of the new combined organization. This move is vital in integrating the two credit union teams, ensuring a seamless transition and stronger collaborative efforts.

The newly combined team will focus on member growth and engagement, with a specific focus on growing new members, increasing access to checking, loans, and savings as well as building relationships with community business partners in Orleans, Jefferson, St Tammany, Tangipahoa, St Charles, Terrebonne, St John, St James, Ascension, East Baton Rouge, East Feliciana, Iberville, Lafourche, Livingston, Pointe Coupee, Plaquemines, St. Bernard, St. Helena, and West Feliciana parishes.

“Anytime you can gather this much incredible talent in one organization, it’s a reason to get excited,” says Candace Washington Theodore, Senior Vice President of Member Engagement for OnPath Credit Union. “This team brings over 75 years of combined experience in credit unions and customer service. They are essential to our success, driving growth and helping us deliver exceptional service to our members.”

The new OnPath Business Development team includes:

Kim Bourgeois, Regional Director of Business Development
Kim is a seasoned credit union professional with nearly 20 years of experience in business development and community outreach. She has built strong relationships and provided financial wellness benefits and resources to employee groups across Southeast Louisiana. Kim oversees the Business Development team and represents the credit union in numerous business and community organizations. She holds certifications as a Credit Union Business Development Professional (CUBDP) and Certified Credit Union Financial Counselor (CCUFC).

Liz Glaser Broekman, Regional Director of Business Development
With 15 years of experience in the financial industry, she has excelled in business development and sales, creating programs for entrepreneurs to learn, network, and market. Liz oversees the Business Development team in Orleans, Jefferson, and Lafourche parishes. She serves on the Board of Trustees for Ursuline Academy, the Board of Directors for the Jefferson Chamber of Commerce, and BRAVO, and is the Vice President of the Kenner Business Association. In her prior experience, Liz developed and directed the P.O.W.E.R. program for Fidelity Bank.

Jennifer Buras, Senior Business Development Associate
With over 20 years of experience in customer service, Jennifer truly has a passion for helping people. Her core focus is always on the members and assisting them in achieving their goals, whether it’s building credit or buying their dream house. Jennifer holds designations as a Credit Union Business Development Professional (CUBDP) and Credit Union Financial Counselor (CCUFC).

Sandra (Sandi) Lambert, Business Development Associate
Sandi joined the Louisiana FCU team in 1998 and has spent the past 24 years building relationships and helping the employees of the Select Employer Groups she serves in the River Parish Region. She prides herself on sharing financial wellness and education resources with people of all ages. Sandi holds the Credit Union Business Development Professional (CUBDP) and Certified Credit Union Financial Counselor (CCUFC) designation.

Monty Buckles, Business Development Associate
For 22 years, Monty has combined his appreciation for business with a passion for helping people achieve their financial wellness goals in the credit union industry, focusing on members in the Ascension Parish market. He has served as an Ambassador with the Ascension Chamber of Commerce and dedicates his time to serving on the board and volunteering for many nonprofit and community organizations. In 2019, Monty earned his Credit Union Business Development Professional Certification (CUBDP), and in 2020, he achieved his Credit Union Financial Counseling designation (CCUFC).

Ashliegh Daigle, Business Development Associate
Ashliegh has 17 years of experience in sales and marketing and joined the Business Development team in 2022. She is passionate about helping people achieve their financial goals, serving as the personal banker for select employee groups and community partners in Terrebonne and Lafourche parishes. Ashliegh holds a certification as a Certified Credit Union Financial Counselor (CCUFC).

Caroline Bickford, Business Development Associate
Caroline has over six years of experience in finance. She joined OnPath CU in 2021, starting out in the branch and most recently joining the Business Development team. Her passion is helping members with exceptional customer service, problem-solving, and crafting personalized life plans. Caroline is also a Certified Credit Union Financial Counselor (CCUFC).


About OnPath Federal Credit Union

OnPath Credit Union rose from the docks of Avondale Shipyards Inc., as ASI Federal Credit Union in 1961. Louisiana Federal Credit Union, a division of OnPath CU was originally established in 1935, as Norco Refinery Employees Federal Credit Union. In November 2023, Louisiana Federal Credit Union and OnPath Credit Union announced their intent to merge into one. That merger was approved by the members in June 2024, joining them to operate as one under the name of OnPath Credit Union. The combined credit union will have 15 retail branches across the state, providing an extensive range of personal and commercial banking products. Their mission is to be financial advocates for their members and the communities they serve. For more information, visit BeOnPath.org.  

About Louisiana FCU

Louisiana Federal Credit Union, a division of OnPath CU is a full-service not-for-profit financial institution serving more than 36,000 members in Louisiana. With the mission of “helping you get there,” Louisiana FCU is committed to providing guidance and resources that allow members to focus on life first. Learn more at www.LouisianaFCU.org.

Contacts

Rachel Adams-Bolanos
504.576.9640
Rachel.adams@beonpath.com
BeOnPath.org

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