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Strategic growth advisor to FinTech and Wealth Management organizations
InterWest was founded in 1992 as a result of the merger of three large successful insurance brokerage firms located in Northern California. Our aggressive entrepreneurial and acquisition efforts have extended our footprint into Central California and the San Francisco Bay Area. Our unyielding commitment to reinvesting in our staff, diversified products & services and innovative technology consistently places us among the top performing insurance and consulting brokerages in the country. We offer unparalleled expertise in all lines of property and casualty, workers compensation, employee benefits and personal insurance coverages, as well as a full range of surety products. Although we operate principally in California, we are licensed to write business in all 50 states and staffed to service clients with locations throughout the nation.
The IRONMAN Group is a leading organization in endurance sports, hosting over 230 events annually in more than 55 countries. Founded in 1978 with the first Hawaiian Iron Man Triathlon, the company has evolved from a single race into a global phenomenon, attracting over 600,000 participants each year. It operates as the largest mass-participation sports organizer worldwide, originally established as the World Triathlon Corporation in 1991. The IRONMAN Group offers a diverse portfolio of events, including the full-distance IRONMAN® Triathlon, the half-distance IRONMAN® 70.3®, and the Olympic-distance 5150™ Triathlon Series. They also organize running events like the Rock ‘n’ Roll® Running Series and the Standard Chartered Singapore Marathon™, as well as trail running and cycling events. The company promotes inclusivity, catering to elite athletes, amateur enthusiasts, families, and youth through programs like IRONKIDS® and Iron Girl®. Their mission is to inspire athletes of all levels with the ethos "ANYTHING IS POSSIBLE®."
TruStone Financial Credit Union is a member-owned financial cooperative based in Plymouth, Minnesota. Founded in 1939 by eight educators, it has grown to become Minnesota’s second-largest credit union, serving members across Minnesota and Wisconsin through 13 branches. The credit union emphasizes financial education, reflecting its origins as a teachers credit union, and operates under a "For Life" philosophy that prioritizes long-term relationships with members and community prosperity. TruStone offers a range of services, including digital banking for account management, loans for auto, mortgage, and personal needs, as well as credit cards and investment products. It also provides business solutions such as commercial lending and business account services. The TruStone Foundation promotes financial literacy through partnerships and scholarship programs, supporting youth education in the community. The credit union continues to grow through strategic mergers and technological investments, enhancing its member services and operational efficiency.
We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.