OUR HISTORY

ALM First was founded in 1995 with the focus on financial advisory for credit union clients. Through a strong dedication to service and risk management, ALM First grew its base beyond credit unions and has maintained lasting relationships with hundreds of credit union, bank and financial services company clients. As we grow, one thing has remained the same…our commitment to ensuring our clients meet and exceed their financial goals.

OUR CORE VALUES

Adhering to these CORE VALUES allows us to serve our clients, staff, and shareholders to the best of our abilities:

  • Commitment to Excellence
  • Creativity
  • Integrity
  • Service
  • Thought Leadership

PARTNER WITH ALM FIRST

CREATING TRUSTED PARTNERSHIPS

Institutions put their trust in our team of financial experts to identify and manage risk, optimize their balance sheets and investment portfolios, and develop strategies to increase financial performance. Our clients view us as a strategic partner, serving as an in-sourced extension of their finance and treasury teams, providing the necessary insight, tools and consultation for optimal balance sheet management.

A PROVEN TRACK RECORD

A healthy mix of performance, safety and soundness guide our balance sheet and investment portfolio strategies. Through proven strategies, advanced analytical systems and superior financial consulting, ALM First has earned a stellar reputation with credit unions, banks and corporation’s management, ALCOs, Boards of Directors as well as their auditors and regulators.

ALM FIRST MANAGEMENT TEAM

Emily Hollis, CFA

Chief Executive Officer
Emily Hollis, CFA

Chief Executive Officer

Emily Hollis has served as a principal of ALM First Financial Advisors since the company was established in 1995. Under her leadership, the company has steadily grown to a client base of more than 200 financial institutions representing more than

800.752.4628

Mike Ensweiler

Principal, Marketing & Client Relations
Mike Ensweiler

Principal, Marketing & Client Relations

Mike Ensweiler is a Principal at ALM First Financial Advisors, joining the firm in 2009. Mike leads the sales team where he develops the firm’s sales and growth strategies. In addition to sales, Mike manages all areas of marketing and

800.752.4628

Travis Goodman, CFA

Principal, Advisory Services
Travis Goodman, CFA

Principal, Advisory Services

Travis Goodman is a Principal at ALM First Financial Advisors, joining the firm in 2003. Mr. Goodman oversees the Advisory Services department, which is responsible for implementing actionable and effective ALM and investment strategies for client financial institutions. In addition

Kevin Kirksey

Principal, Strategic Solutions Group
Kevin Kirksey

Principal, Strategic Solutions Group

Kevin Kirksey is a Principal at ALM First Financial Advisors, joining the firm in 2011. Mr. Kirksey oversees the Strategic Solutions Group, which conducts merger valuations, capital planning and stress testing, ALM and CPST model validations, CECL analysis, MSR analysis,

800.752.4628

Robert Perry

Principal, ALM & Investment Strategy
Robert Perry

Principal, ALM & Investment Strategy

Robert Perry is a Principal at ALM First Financial Advisors, joining the firm in 2010. Mr. Perry leads ALM First’s ALM and Investment Strategy Groups and is responsible for the development of asset liability and investment portfolio themes for the

800.752.4628