LuAnn Bunch

Asset Liability Manager

LuAnn Bunch dedicates 100 percent of her time to asset liability management services building asset liability models, providing reporting and a plethora of consulting services.  Due to the volatility of external market interest rates, it is important for financial institutions to utilize asset liability models.  In this process, LuAnn has proven to be a valuable resource to her client base.

Providing excellent customer service is one of LuAnn’s greatest strengths and drives her ability to consistently meet client expectations.  She develops relationships by assisting her clients through applying asset liability management strategies with an effort to maximize financial performance and enhance their decision-making process.

LuAnn is a certified public accountant and has over ten years of experience specializing in various aspects of asset liability management for financial institutions.  Although her background in consulting focused on asset liability needs in the credit union industry, she has learned more about the banking industry since joining Wipfli LLP in 2006.  She leverages her previous asset liability experience through implementation, support, and training of various models.  Her breadth of knowledge in asset liability management provides value-added services to her clients.

Professional Organizations and Activities
LuAnn is a member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA).