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CU Advisors was established to help credit unions ensure their core and online banking programs offer the proper technology for their members and operate efficiently with the best possible value for the client. As a trusted advisor, our experts collaborate with vendor partners for a deep-dive in understanding the strategy and the needs of the credit union stakeholders; our goal with every partnership is to recommend the appropriate solution at the appropriate price – all at a cost-savings to the institution. We’re honest, experienced and can help the credit union secure best-in-class solutions without breaking the proverbial bank.


A native of Los Angeles, California, Roger has spent the last 25 years as a veteran in the credit union technology industry with multiple leadership roles. His responsibilities include strategic product planning, development, payments, and pricing for both core data processing systems and online/mobile banking. Working in focus groups with over 200+ credit unions, Roger is using his experience and expertise to bring technological success to the credit union industry. From the side of the financial institution, Roger has excelled in managing system conversions as well as reviewing and negotiating numerous contracts, including core systems, digital channels, and payments.


Roger graduated from the University of Southern California with a degree in Business Management. Roger is passionate about his family, spending time in the great outdoors, and attending concerts.

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